Vault-13

Triodos Investment Management BV

DRIEBERGEN-RIJSENBURG, P7 · CIK 1748729 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

As an employer

In the UK

CompanyTownStaffPay gap reportFCA register
TRIODOS BANK UK LIMITED Private Limited CompanyFCA: Authorised · deals, custody Bristol 250 to 499 Authoriseddeals, custody
Gender pay gap reportSizeHourly gap Bonus gapWomen in top quarter of pay
TRIODOS BANK UK LIMITED2025 250 to 499 9.3% 1.0% 39%

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$1.6bn reported value +24.2% vs Q1 2026
50positions
46.3%in top 10
2 new 30 added 11 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 KLA CORP COM NEW KLAC KLAC 340,010 $102.4m6.24% 6.24% ReducedShares held: Q3 2025 664.0k, Q4 2025 576.5k, Q1 2026 499.5k, Q2 2026 340.0k -159.5k -159,500 -31.9%
2 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 207,153 $98.9m6.02% 6.02% ReducedShares held: Q3 2025 251.9k, Q4 2025 241.5k, Q1 2026 220.3k, Q2 2026 207.2k -13.1k -13,100 -6.0%
3 PALO ALTO NETWORKS INC COM PANW PANW 285,300 $97.2m5.92% 5.92% AddedShares held: Q3 2025 221.3k, Q4 2025 219.6k, Q1 2026 282.5k, Q2 2026 285.3k +2.8k +2,800 1.0%
4 ADVANCED DRAIN SYS INC DEL COM WMS WMS 528,311 $82.9m5.05% 5.05% ReducedShares held: Q3 2025 546.0k, Q4 2025 538.0k, Q1 2026 536.7k, Q2 2026 528.3k -8.4k -8,400 -1.6%
5 NVIDIA CORPORATION COM NVDA NVDA 384,570 $76.8m4.68% 4.68% ReducedShares held: Q3 2025 446.7k, Q4 2025 398.0k, Q1 2026 395.0k, Q2 2026 384.6k -10.4k -10,400 -2.6%
6 FIRST SOLAR INC COM FSLR FSLR 321,250 $75.7m4.61% 4.61% AddedShares held: Q3 2025 259.2k, Q4 2025 249.4k, Q1 2026 277.6k, Q2 2026 321.2k +43.6k +43,650 15.7%
7 MASTERCARD INCORPORATED CL A MA MA 118,464 $60.8m3.71% 3.71% AddedShares held: Q3 2025 102.3k, Q4 2025 102.4k, Q1 2026 101.4k, Q2 2026 118.5k +17.1k +17,100 16.9%
8 EBAY INC. COM EBAY EBAY 526,498 $58.8m3.58% 3.58% ReducedShares held: Q3 2025 617.7k, Q4 2025 544.2k, Q1 2026 538.2k, Q2 2026 526.5k -11.7k -11,700 -2.2%
9 DARLING INGREDIENTS INC COM DAR DAR 1,035,914 $56.6m3.45% 3.45% AddedShares held: Q3 2025 932.9k, Q4 2025 932.9k, Q1 2026 933.9k, Q2 2026 1.0m +102.0k +102,000 10.9%
10 GEN DIGITAL INC COM GEN GEN 2,030,038 $50.5m3.07% 3.07% AddedShares held: Q3 2025 1.4m, Q4 2025 1.4m, Q1 2026 1.8m, Q2 2026 2.0m +260.5k +260,500 14.7%
11 DEERE & CO COM DE DE 74,050 $47.0m2.86% 2.86% ReducedShares held: Q3 2025 76.3k, Q4 2025 75.8k, Q1 2026 75.5k, Q2 2026 74.0k -1.4k -1,450 -1.9%
12 MILLICOM INTL CELLULAR S A COM STK TIGO TIGO 504,000 $45.7m2.78% 2.78% ReducedShares held: Q3 2025 709.0k, Q4 2025 607.0k, Q1 2026 518.0k, Q2 2026 504.0k -14.0k -14,000 -2.7%
13 EDWARDS LIFESCIENCES CORP COM EW EW 493,358 $44.6m2.72% 2.72% ReducedShares held: Q3 2025 508.9k, Q4 2025 504.9k, Q1 2026 501.9k, Q2 2026 493.4k -8.5k -8,500 -1.7%
14 WATTS WATER TECHNOLOGIES INC CL A WTS WTS 105,000 $41.1m2.50% 2.50% AddedShares held: Q3 2025 86.0k, Q4 2025 86.0k, Q1 2026 86.0k, Q2 2026 105.0k +19.0k +19,000 22.1%
15 PROCTER AND GAMBLE CO COM PG PG 277,095 $40.6m2.47% 2.47% AddedShares held: Q3 2025 255.1k, Q4 2025 255.1k, Q1 2026 255.1k, Q2 2026 277.1k +22.0k +22,000 8.6%
16 CARLISLE COS INC COM CSL CSL 106,750 $38.7m2.36% 2.36% AddedShares held: Q3 2025 90.8k, Q4 2025 90.8k, Q1 2026 89.8k, Q2 2026 106.8k +17.0k +17,000 18.9%
17 ELI LILLY & CO COM LLY LLY 32,050 $38.4m2.34% 2.34% AddedShares held: Q3 2025 0, Q4 2025 22.5k, Q1 2026 25.1k, Q2 2026 32.0k +7.0k +6,970 27.8%
18 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 89,187 $35.5m2.16% 2.16% AddedShares held: Q3 2025 90.2k, Q4 2025 80.9k, Q1 2026 80.4k, Q2 2026 89.2k +8.8k +8,800 10.9%
19 VERALTO CORP COM SHS VLTO VLTO 396,500 $35.2m2.14% 2.14% AddedShares held: Q3 2025 0, Q4 2025 186.0k, Q1 2026 294.5k, Q2 2026 396.5k +102.0k +102,000 34.6%
20 ACUITY INC COM AYI AYI 93,000 $35.0m2.13% 2.13% UnchangedShares held: Q3 2025 75.5k, Q4 2025 73.0k, Q1 2026 93.0k, Q2 2026 93.0k
21 AKAMAI TECHNOLOGIES INC COM AKAM AKAM 293,224 $34.7m2.11% 2.11% ReducedShares held: Q3 2025 299.9k, Q4 2025 297.9k, Q1 2026 297.9k, Q2 2026 293.2k -4.7k -4,700 -1.6%
22 AT&T INC COM T T 1,670,265 $34.6m2.11% 2.11% AddedShares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.3m, Q2 2026 1.7m +380.0k +380,000 29.4%
23 XYLEM INC COM XYL XYL 235,500 $27.8m1.70% 1.70% ReducedShares held: Q3 2025 240.5k, Q4 2025 240.5k, Q1 2026 238.5k, Q2 2026 235.5k -3.0k -3,000 -1.3%
24 RESMED INC COM RMD RMD 142,000 $27.7m1.69% 1.69% AddedShares held: Q3 2025 120.6k, Q4 2025 120.6k, Q1 2026 119.1k, Q2 2026 142.0k +22.9k +22,900 19.2%
25 SMURFIT WESTROCK PLC SHS SW SW 586,314 $27.1m1.65% 1.65% NewShares held: Q3 2025 7.4k, Q4 2025 0, Q1 2026 0, Q2 2026 586.3k
26 MUELLER WTR PRODS INC COM SER A MWA MWA 1,043,000 $26.9m1.64% 1.64% AddedShares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.0m, Q2 2026 1.0m +35.0k +35,000 3.5%
27 HA SUSTAINABLE INFRA CAP INC COM HASI HASI 675,000 $26.4m1.61% 1.61% AddedShares held: Q3 2025 550.0k, Q4 2025 550.0k, Q1 2026 550.0k, Q2 2026 675.0k +125.0k +125,000 22.7%
28 OWENS CORNING NEW COM OC OC 156,000 $24.8m1.51% 1.51% UnchangedShares held: Q3 2025 156.0k, Q4 2025 156.0k, Q1 2026 156.0k, Q2 2026 156.0k
29 CALIFORNIA WTR SVC GROUP COM CWT CWT 493,000 $24.0m1.46% 1.46% AddedShares held: Q3 2025 493.0k, Q4 2025 414.0k, Q1 2026 414.0k, Q2 2026 493.0k +79.0k +79,000 19.1%
30 GENTEX CORP COM GNTX GNTX 941,000 $23.8m1.45% 1.45% AddedShares held: Q3 2025 801.0k, Q4 2025 801.0k, Q1 2026 801.0k, Q2 2026 941.0k +140.0k +140,000 17.5%
31 MSA SAFETY INC COM MSA MSA 136,000 $23.7m1.45% 1.45% AddedShares held: Q3 2025 122.0k, Q4 2025 122.0k, Q1 2026 122.0k, Q2 2026 136.0k +14.0k +14,000 11.5%
32 COOPER COS INC COM COO COO 299,500 $21.5m1.31% 1.31% AddedShares held: Q3 2025 249.8k, Q4 2025 248.2k, Q1 2026 248.2k, Q2 2026 299.5k +51.2k +51,250 20.6%
33 ZEBRA TECHNOLOGIES CORPORATI CL A ZBRA ZBRA 78,000 $20.5m1.25% 1.25% AddedShares held: Q3 2025 43.0k, Q4 2025 54.0k, Q1 2026 69.0k, Q2 2026 78.0k +9.0k +9,000 13.0%
34 ALLEGION PLC ORD SHS ALLE ALLE 145,000 $20.4m1.24% 1.24% UnchangedShares held: Q3 2025 145.0k, Q4 2025 145.0k, Q1 2026 145.0k, Q2 2026 145.0k
35 PLANET FITNESS INC CL A PLNT PLNT 370,000 $19.3m1.18% 1.18% UnchangedShares held: Q3 2025 297.0k, Q4 2025 276.0k, Q1 2026 370.0k, Q2 2026 370.0k
36 STRATEGIC ED INC COM STRA STRA 220,000 $16.8m1.03% 1.03% UnchangedShares held: Q3 2025 220.0k, Q4 2025 220.0k, Q1 2026 220.0k, Q2 2026 220.0k
37 SPROUTS FMRS MKT INC COM SFM SFM 197,000 $16.7m1.01% 1.01% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 92.0k, Q2 2026 197.0k +105.0k +105,000 114.1%
38 UNIVERSAL DISPLAY CORP COM OLED OLED 161,000 $13.9m0.85% 0.85% UnchangedShares held: Q3 2025 185.0k, Q4 2025 185.0k, Q1 2026 161.0k, Q2 2026 161.0k
39 BADGER METER INC COM BMI BMI 75,000 $11.1m0.68% 0.68% AddedShares held: Q3 2025 65.0k, Q4 2025 65.0k, Q1 2026 65.0k, Q2 2026 75.0k +10.0k +10,000 15.4%
40 INGREDION INC COM INGR INGR 79,000 $7.5m0.46% 0.46% UnchangedShares held: Q3 2025 79.0k, Q4 2025 79.0k, Q1 2026 79.0k, Q2 2026 79.0k
41 ZURN ELKAY WATER SOLNS CORP COM ZWS ZWS 100,000 $5.1m0.31% 0.31% AddedShares held: Q3 2025 85.0k, Q4 2025 83.0k, Q1 2026 87.0k, Q2 2026 100.0k +13.0k +13,000 14.9%
42 REVVITY INC COM RVTY RVTY 38,750 $4.3m0.26% 0.26% AddedShares held: Q3 2025 37.5k, Q4 2025 36.5k, Q1 2026 37.5k, Q2 2026 38.8k +1.2k +1,250 3.3%
43 KIMBERLY-CLARK CORP COM KMB KMB 33,500 $3.7m0.22% 0.22% AddedShares held: Q3 2025 0, Q4 2025 26.0k, Q1 2026 28.0k, Q2 2026 33.5k +5.5k +5,500 19.6%
44 STRIDE INC COM LRN LRN 40,000 $3.4m0.21% 0.21% AddedShares held: Q3 2025 21.0k, Q4 2025 21.0k, Q1 2026 32.5k, Q2 2026 40.0k +7.5k +7,500 23.1%
45 ORTHOPEDIATRICS CORP COM KIDS KIDS 165,000 $3.2m0.19% 0.19% AddedShares held: Q3 2025 132.5k, Q4 2025 147.0k, Q1 2026 147.0k, Q2 2026 165.0k +18.0k +18,000 12.2%
46 LIFE360 INC COM LIF LIF 52,000 $2.9m0.18% 0.18% AddedShares held: Q3 2025 28.0k, Q4 2025 31.5k, Q1 2026 42.0k, Q2 2026 52.0k +10.0k +10,000 23.8%
47 BLACKBAUD INC COM BLKB BLKB 92,000 $2.7m0.17% 0.17% AddedShares held: Q3 2025 54.0k, Q4 2025 59.0k, Q1 2026 66.0k, Q2 2026 92.0k +26.0k +26,000 39.4%
48 MCGRAW HILL INC COM MH MH 220,000 $2.1m0.13% 0.13% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 220.0k
49 DUOLINGO INC CL A COM DUOL DUOL 16,000 $1.8m0.11% 0.11% AddedShares held: Q3 2025 6.8k, Q4 2025 11.0k, Q1 2026 11.0k, Q2 2026 16.0k +5.0k +5,000 45.5%
50 BRIGHT HORIZONS FAM SOL IN D COM BFAM BFAM 17,000 $1.2m0.07% 0.07% ReducedShares held: Q3 2025 28.5k, Q4 2025 31.0k, Q1 2026 38.5k, Q2 2026 17.0k -21.5k -21,500 -55.8%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
HOLOGIC INC HOLX HOLX 62,750 $4.7m62.8k shares