$710 Million is the total value of Triodos Investment Management BV's 47 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AKAM | New | AKAMAI TECHNOLOGIES INC | $25,413,000 | – | 278,250 | +100.0% | 3.58% | – |
| NVDA | New | NVIDIA CORPORATION | $23,231,000 | – | 153,250 | +100.0% | 3.27% | – |
| NTUS | New | NATUS MED INC DEL | $1,376,000 | – | 42,000 | +100.0% | 0.19% | – |
| LRN | New | STRIDE INC | $1,224,000 | – | 30,000 | +100.0% | 0.17% | – |
| HOLX | New | HOLOGIC INC | $1,074,000 | – | 15,500 | +100.0% | 0.15% | – |
| BLKB | New | BLACKBAUD INC | $1,074,000 | – | 18,500 | +100.0% | 0.15% | – |
| New | ZURN WATER SOLUTIONS CORP | $1,062,000 | – | 39,000 | +100.0% | 0.15% | – | |
| New | POWERSCHOOL HOLDINGS INC | $1,006,000 | – | 83,500 | +100.0% | 0.14% | – | |
| KIDS | New | ORTHOPEDIATRICS CORP | $647,000 | – | 15,000 | +100.0% | 0.09% | – |
| BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $558,000 | – | 6,600 | +100.0% | 0.08% | – |
| CHGG | New | CHEGG INC | $244,000 | – | 13,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ELEVANCE HEALTH INC | 22 | Q3 2023 | 8.5% |
| TAIWAN SEMICONDUCTOR MFG LTD | 22 | Q3 2023 | 8.3% |
| CISCO SYSTEMS INC. | 22 | Q3 2023 | 6.3% |
| EDWARDS LIFESCIENCES CORP | 22 | Q3 2023 | 6.9% |
| PROCTER & GAMBLE CO. | 22 | Q3 2023 | 6.0% |
| ADOBE SYSTEMS INCORPORATED | 22 | Q3 2023 | 4.3% |
| NIKE INC | 22 | Q3 2023 | 4.1% |
| FIRST SOLAR INC | 22 | Q3 2023 | 3.3% |
| SOLAREDGE TECHNOLOGIES INC | 22 | Q3 2023 | 2.9% |
| ACUITY BRANDS INC | 22 | Q3 2023 | 4.2% |
View Triodos Investment Management BV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-10 |
View Triodos Investment Management BV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.