
LIGHTROCK NETHERLANDS B.V.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | TROX | 3.05M | $12.72M |
![]() | TRIP | 1.07M | $15.62M |
![]() | RNR | 1.02M | $14.51M |
![]() | FSLR | 666K | $14.47M |
![]() | BC | 660K | $7.57M |
![]() | CUBE | 631K | $12.39M |
![]() | MWA | 497K | $11.83M |
![]() | QDEL | 461K | $13.17M |
![]() | CBT | 458K | $33.99M |
![]() | EHC | 430K | $3.85M |
![]() | DOC | 401K | $6.44M |
![]() | ALGM | 354K | $9.35M |
![]() | TOWN | 331K | $11.05M |
![]() | WFG | 320K | $26.84M |
![]() | IRT | 271K | $4.74M |
![]() | AVTR | 267K | $8.59M |
![]() | AKAM | 262K | $22.89M |
![]() | DRH | 262K | $9.43M |
![]() | GMED | 255K | $22.30M |
![]() | THR | 248K | $9.22M |

Tronox Holdings plc
TROX
Shares Held
3.05M
Value
$12.72M

Tripadvisor, Inc.
TRIP
Shares Held
1.07M
Value
$15.62M

RenaissanceRe Holdings Ltd.
RNR
Shares Held
1.02M
Value
$14.51M

First Solar, Inc.
FSLR
Shares Held
666K
Value
$14.47M

Brunswick Corporation
BC
Shares Held
660K
Value
$7.57M

CubeSmart
CUBE
Shares Held
631K
Value
$12.39M

Mueller Water Products, Inc.
MWA
Shares Held
497K
Value
$11.83M

QuidelOrtho Corporation
QDEL
Shares Held
461K
Value
$13.17M

Cabot Corporation
CBT
Shares Held
458K
Value
$33.99M

Encompass Health Corporation
EHC
Shares Held
430K
Value
$3.85M

Healthpeak Properties, Inc.
DOC
Shares Held
401K
Value
$6.44M

Allegro MicroSystems, Inc.
ALGM
Shares Held
354K
Value
$9.35M

TowneBank
TOWN
Shares Held
331K
Value
$11.05M

West Fraser Timber Co. Ltd.
WFG
Shares Held
320K
Value
$26.84M

Independence Realty Trust, Inc.
IRT
Shares Held
271K
Value
$4.74M

Avantor, Inc.
AVTR
Shares Held
267K
Value
$8.59M

Akamai Technologies, Inc.
AKAM
Shares Held
262K
Value
$22.89M

DiamondRock Hospitality Company
DRH
Shares Held
262K
Value
$9.43M

Globus Medical, Inc.
GMED
Shares Held
255K
Value
$22.30M

Thermon Group Holdings, Inc.
THR
Shares Held
248K
Value
$9.22M
