Triodos Investment Management BV
SEC Form 13F institutional filer · CIK 0001748729
13F-HR · 22 reported holdings · 2026-03-31
Triodos Investment Management BV is a Dutch sustainable investment manager.
Reported long-US-equity value
$0.77B
Top-10 concentration
65.1%
Triodos Investment Management BV — $767M AUM allocation strategy
Triodos Investment Management BV files SEC Form 13F and reports $767M of long US equity value across 22 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 42.3%, followed by Health Care 18.9% and Industrials 15.4%.
The top 10 holdings account for 65% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Triodos Investment Management BV — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$767M
total across 22 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
65% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GEN +345K sh · −$5.85M+$T +239K sh · +$11.3M+$VLTO +109K sh · +$7.19M
Biggest trims (shares)
−$KLAC −7.7K sh · +$1.79M−$EBAY −6K sh · +$1.59M−$NVDA −3K sh · −$5.79M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$ADBE ($30.2M last qtr)$ELV ($28.4M last qtr)$ARE ($11.2M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors16.1%—
- Health Care Equipment13.6%—
- Systems Software10.2%—
- Semiconductor Materials & Equipment9.6%—
- Transaction & Payment Processing Services6.6%—
- Broadline Retail6.4%—
- Agricultural & Farm Machinery5.6%—
- Integrated Telecommunication Services4.9%—
- Other holdings27.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $KLAC | KLA Corporation | 50K | $73.5M | -7.7K | 9.6% |
| $NVDA | NVIDIA Corporation | 395K | $68.8M | -3K | 9.0% |
| $FSLR | First Solar Inc | 278K | $54.7M | +28.2K | 7.1% |
| $MA | Mastercard Incorporated | 101K | $50.6M | -1K | 6.6% |
| $EBAY | eBay Inc | 538K | $49M | -6K | 6.4% |
| $PANW | Palo Alto Networks Inc | 283K | $45.3M | +62.9K | 5.9% |
| $DE | Deere & Company | 75.5K | $42.5M | -350 | 5.5% |
| $EW | Edwards Lifesciences Corporation | 502K | $40.2M | -3K | 5.2% |
| $T | AT&T Inc | 1.29M | $37.4M | +239K | 4.9% |
| $ISRG | Intuitive Surgical Inc | 80.4K | $37.1M | -500 | 4.8% |
…and 12 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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