Lightrock Netherlands B.V. — 13F holdings

Lightrock Netherlands B.V. reported 37 holdings worth $506M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. SPSC SPS COMM INC — $35.1M (6.9%)
2. CBT CABOT CORP — $32.2M (6.4%)
3. WTFC WINTRUST FINL CORP — $27.3M (5.4%)
4. JBL JABIL INC — $22.2M (4.4%)
5. AKAM AKAMAI TECHNOLOGIES INC — $22.2M (4.4%)
6. FSLR FIRST SOLAR INC — $20.7M (4.1%)
7. RNR RENAISSANCERE HLDGS LTD — $19.0M (3.7%)
8. AYI ACUITY INC — $17.6M (3.5%)
9. BLKB BLACKBAUD INC — $17.0M (3.4%)
10. ENS ENERSYS — $16.8M (3.3%)