
TRIODOS INVESTMENT MANAGEMENT BV
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ARE | 228K | $18.98M |
![]() | PANW | 221K | $45.05M |
![]() | STRA | 220K | $18.92M |
![]() | OLED | 185K | $26.56M |
![]() | OC | 156K | $22.07M |
![]() | ALLE | 145K | $25.72M |
![]() | KIDS | 133K | $2.45M |
![]() | MSA | 122K | $20.99M |
![]() | RMD | 121K | $33.01M |
![]() | MA | 102K | $58.17M |
![]() | ELV | 92K | $29.75M |
![]() | CSL | 91K | $29.85M |
![]() | ISRG | 90K | $40.33M |
![]() | ADBE | 86K | $30.33M |
![]() | WTS | 86K | $24.02M |
![]() | ZWS | 85K | $4.00M |
![]() | INGR | 79K | $9.65M |
![]() | DE | 76K | $34.91M |
![]() | AYI | 76K | $26.00M |
![]() | KLAC | 66K | $71.55M |

Alexandria Real Estate Equities, Inc.
ARE
Shares Held
228K
Value
$18.98M

Palo Alto Networks, Inc.
PANW
Shares Held
221K
Value
$45.05M

Strategic Education, Inc.
STRA
Shares Held
220K
Value
$18.92M

Universal Display Corporation
OLED
Shares Held
185K
Value
$26.56M

Owens Corning
OC
Shares Held
156K
Value
$22.07M

Allegion plc
ALLE
Shares Held
145K
Value
$25.72M

OrthoPediatrics Corp.
KIDS
Shares Held
133K
Value
$2.45M

MSA Safety Incorporated
MSA
Shares Held
122K
Value
$20.99M

ResMed Inc.
RMD
Shares Held
121K
Value
$33.01M

Mastercard Incorporated
MA
Shares Held
102K
Value
$58.17M

Elevance Health Inc.
ELV
Shares Held
92K
Value
$29.75M

Carlisle Companies Incorporated
CSL
Shares Held
91K
Value
$29.85M

Intuitive Surgical, Inc.
ISRG
Shares Held
90K
Value
$40.33M

Adobe Inc.
ADBE
Shares Held
86K
Value
$30.33M

Watts Water Technologies, Inc.
WTS
Shares Held
86K
Value
$24.02M

Zurn Elkay Water Solutions Corporation
ZWS
Shares Held
85K
Value
$4.00M

Ingredion Incorporated
INGR
Shares Held
79K
Value
$9.65M

Deere & Company
DE
Shares Held
76K
Value
$34.91M

Acuity Brands, Inc.
AYI
Shares Held
76K
Value
$26.00M

KLA Corporation
KLAC
Shares Held
66K
Value
$71.55M
