account_balance
Investment manager · 13F filer · SEC CIK 1748729
Triodos Investment Management BV
Reported value$1.64Bas of Sep 30, 2026
Positions53 4 new, 1 sold out
Top 10 weight42.9%PANW alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PANWPalo Alto Networks Inc
5.5%Trimmed −20%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.4%Trimmed −6%
NVDANVIDIA Corp
5.3%
KLACKLA Corp
4.6%Added +14%
DARDarling Ingredients Inc.
4.1%Added +8%
WMSAdvanced Drainage Systems, Inc.
4.1%
FSLRFirst Solar, Inc.
4.0%Added +17%
MAMastercard Inc
4.0%
EWEdwards Lifesciences Corp
2.9%+11%
TAT&T Inc.
2.9%Added +15%
EBAYeBay Inc
2.8%Trimmed −17%
LLYELI Lilly & Co
2.7%
PANWPalo Alto Networks Inc
5.5%−20%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.4%
NVDANVIDIA Corp
5.3%
KLACKLA Corp
4.6%+14%
DARDarling Ingredients Inc.
4.1%+8%
WMSAdvanced Drainage Systems, Inc.
4.1%
FSLRFirst Solar, Inc.
4.0%
MAMastercard Inc
4.0%
EWEdwards Lifesciences Corp
2.9%
TAT&T Inc.
2.9%
EBAYeBay Inc
2.8%
LLYELI Lilly & Co
2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PANW Palo Alto Networks Inc 5.5% Trimmed −20%TSM Taiwan Semiconductor Manufacturing Co Ltd 5.4% Trimmed −6%NVDA NVIDIA Corp 5.3% HeldKLAC KLA Corp 4.6% Added +14%DAR Darling Ingredients Inc. 4.1% Added +8%WMS Advanced Drainage Systems, Inc. 4.1% HeldFSLR First Solar, Inc. 4.0% Added +17%MA Mastercard Inc 4.0% HeldEW Edwards Lifesciences Corp 2.9% Added +11%T AT&T Inc. 2.9% Added +15%EBAY eBay Inc 2.8% Trimmed −17%LLY ELI Lilly & Co 2.7% Added +21%
What changed
Biggest moves since Jun 30, 2026
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