account_balance
Investment manager · 13F filer · SEC CIK 2041485
Lightrock Netherlands B.V.
Reported value$478Mas of Sep 30, 2026
Positions35 1 new, 2 sold out
Top 10 weight49.6%SPSC alone is 9%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPSCSPS Commerce Inc
9.2%Trimmed −13%
CBTCabot Corp
5.8%Added +12%
FSLRFirst Solar, Inc.
5.2%
WTFCWintrust Financial Corp
5.1%
AKAMAkamai Technologies Inc
4.7%Added +13%
GMEDGlobus Medical Inc
4.3%Added +32%
ENSEnerSys
4.2%
JBLJabil Inc
4.0%Added +17%
RNRRenaissanceRe Holdings Ltd
3.9%Trimmed −16%
STRAStrategic Education, Inc.
3.3%−4%
BLKBBlackbaud Inc
3.2%−35%
AYIAcuity Inc.
3.2%Added +7%
SPSCSPS Commerce Inc
9.2%Trimmed −13%
CBTCabot Corp
5.8%+12%
FSLRFirst Solar, Inc.
5.2%
WTFCWintrust Financial Corp
5.1%
AKAMAkamai Technologies Inc
4.7%+13%
GMEDGlobus Medical Inc
4.3%
ENSEnerSys
4.2%
JBLJabil Inc
4.0%
RNRRenaissanceRe Holdings Ltd
3.9%
STRA3.3%BLKB3.2%AYI3.2%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
SPSC SPS Commerce Inc 9.2% Trimmed −13%CBT Cabot Corp 5.8% Added +12%FSLR First Solar, Inc. 5.2% HeldWTFC Wintrust Financial Corp 5.1% HeldAKAM Akamai Technologies Inc 4.7% Added +13%GMED Globus Medical Inc 4.3% Added +32%ENS EnerSys 4.2% HeldJBL Jabil Inc 4.0% Added +17%RNR RenaissanceRe Holdings Ltd 3.9% Trimmed −16%STRA Strategic Education, Inc. 3.3% Trimmed −4%BLKB Blackbaud Inc 3.2% Trimmed −35%AYI Acuity Inc. 3.2% Added +7%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.