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Triodos Investment Management Portfolio holdings

AUM $1.64B
1-Year Est. Return 37.98%
This Fund
S&P 500
This Quarter Est. Return
+2.22%
1 Year Est. Return
+37.98%
3 Year Est. Return
+89.87%
5 Year Est. Return
+107.97%
10 Year Est. Return
–
AUM
$1.38B
AUM Growth
+$747K
Cap. Flow
-$18.9M
Cap. Flow %
-1.37%
Top 10 Hldgs %
43.44%
Holding
53
New
3
Increased
9
Reduced
21
Closed
2

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$21.5M
2
VLTO icon
Veralto
VLTO
+$18.8M
3
ZBRA icon
Zebra Technologies
ZBRA
+$2.94M
4
KMB icon
Kimberly-Clark
KMB
+$2.84M
5
DUOL icon
Duolingo
DUOL
+$1M

Top Sells

Rank Stock Value
1
NOMD icon
Nomad Foods
NOMD
+$12.6M
2
KLAC icon
KLA
KLAC
+$10.3M
3
NVDA icon
NVIDIA
NVDA
+$9.06M
4
EBAY icon
eBay
EBAY
+$6.36M
5
TIGO icon
Millicom
TIGO
+$5.14M

Sector Composition

Rank Sector Weight
1 Technology 34.39%
2 Industrials 24.43%
3 Healthcare 14.68%
4 Consumer Staples 7.33%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRN icon
51
Stride
LRN
$3.33B
$1.38M 0.1%
21,000
– –
NOMD icon
52
Nomad Foods
NOMD
$1.63B
– –
-959,179
Closed -$12.6M
SW
53
Smurfit Westrock
SW
$25B
– –
-7,400
Closed -$315K
1 2
3

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Triodos Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Triodos Investment Management held 53 positions worth $1.38B, up 0.05% from $1.38B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Triodos Investment Management's Q4 2025 filing shows 3 new, 9 increased, 21 reduced and 2 closed positions. Its largest new stake was Eli Lilly: 22,480 shares worth $24.3M. The largest sale was Nomad Foods, an estimated $12.6M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 35% a quarter earlier, followed by Industrials and Healthcare.

  • Triodos Investment Management's largest Q4 2025 buy was Eli Lilly: 22,480 shares worth $24.3M.
  • Triodos Investment Management added most to Zebra Technologies in Q4 2025, an estimated $2.94M increase.
  • Triodos Investment Management's biggest Q4 2025 reduction was KLA, cutting an estimated $10.3M.
  • Triodos Investment Management fully exited Nomad Foods in Q4 2025, selling an estimated $12.6M.
  • Triodos Investment Management's ten largest holdings make up 43% of its $1.38B portfolio in Q4 2025.
  • Triodos Investment Management opened 3 new positions and closed 2 in Q4 2025.
  • Triodos Investment Management's portfolio value rose 0.05% quarter-over-quarter to $1.38B.

Based on Triodos Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.