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Disclosed positions
Triodos Investment Management BV: source evidence dated 2026-07-30T03:59:59.999Z.
- Issuer
- KLA CORP
- Ticker
- KLAC
- Class
- COM NEW
- Reported value
- $102,407,612
- Reported amount
- 340,010
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001748729-26-000011Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| KLA CORP | KLAC | COM NEW | $102,407,612 | 340,010 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $98,930,058 | 207,153 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $97,173,180 | 285,300 | SH | None |
| ADVANCED DRAIN SYS INC DEL | WMS | COM | $82,923,695 | 528,311 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $76,821,703 | 384,570 | SH | None |
| FIRST SOLAR INC | FSLR | COM | $75,737,900 | 321,250 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $60,843,110 | 118,464 | SH | None |
| EBAY INC | EBAY | COM | $58,836,152 | 526,498 | SH | None |
| DARLING INGREDIENTS INC | DAR | COM | $56,581,623 | 1,035,914 | SH | None |
| GEN DIGITAL INC | GEN | COM | $50,487,045 | 2,030,038 | SH | None |
| DEERE & CO | DE | COM | $46,972,137 | 74,050 | SH | None |
| MILLICOM INTL CELLULAR S A | TIGO | COM STK | $45,677,520 | 504,000 | SH | None |
| EDWARDS LIFESCIENCES CORP | EW | COM | $44,629,165 | 493,358 | SH | None |
| WATTS WATER TECHNOLOGIES INC | WTS | CL A | $41,102,250 | 105,000 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $40,633,211 | 277,095 | SH | None |
| CARLISLE COS INC | CSL | COM | $38,723,563 | 106,750 | SH | None |
| ELI LILLY & CO | LLY | COM | $38,441,732 | 32,050 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $35,456,292 | 89,187 | SH | None |
| VERALTO CORP | VLTO | COM SHS | $35,161,620 | 396,500 | SH | None |
| ACUITY INC | AYI | COM | $35,029,380 | 93,000 | SH | None |
| AKAMAI TECHNOLOGIES INC | AKAM | COM | $34,650,280 | 293,224 | SH | None |
| AT&T INC | T | COM | $34,574,486 | 1,670,265 | SH | None |
| XYLEM INC | XYL | COM | $27,838,455 | 235,500 | SH | None |
| RESMED INC | RMD | COM | $27,672,960 | 142,000 | SH | None |
| SMURFIT WESTROCK PLC | SW | SHS | $27,122,886 | 586,314 | SH | None |
| MUELLER WTR PRODS INC | MWA | COM SER A | $26,940,690 | 1,043,000 | SH | None |
| HA SUSTAINABLE INFRA CAP INC | HASI | COM | $26,358,750 | 675,000 | SH | None |
| OWENS CORNING NEW | OC | COM | $24,797,760 | 156,000 | SH | None |
| CALIFORNIA WTR SVC GROUP | CWT | COM | $23,984,450 | 493,000 | SH | None |
| GENTEX CORP | GNTX | COM | $23,779,070 | 941,000 | SH | None |
| MSA SAFETY INC | MSA | COM | $23,742,880 | 136,000 | SH | None |
| COOPER COS INC | COO | COM | $21,477,145 | 299,500 | SH | None |
| ZEBRA TECHNOLOGIES CORPORATI | ZBRA | CL A | $20,534,280 | 78,000 | SH | None |
| ALLEGION PLC | ALLE | ORD SHS | $20,371,050 | 145,000 | SH | None |
| PLANET FITNESS MASTER ISSUER | PLNT | CL A | $19,302,900 | 370,000 | SH | None |
| STRATEGIC ED INC | STRA | COM | $16,847,600 | 220,000 | SH | None |
| SPROUTS FMRS MKT INC | SFM | COM | $16,660,290 | 197,000 | SH | None |
| UNIVERSAL DISPLAY CORP | OLED | COM | $13,940,990 | 161,000 | SH | None |
| BADGER METER INC | BMI | COM | $11,128,500 | 75,000 | SH | None |
| INGREDION INC | INGR | COM | $7,482,090 | 79,000 | SH | None |
| ZURN ELKAY WATER SOLNS CORP | ZWS | COM | $5,053,000 | 100,000 | SH | None |
| REVVITY INC | RVTY | COM | $4,311,325 | 38,750 | SH | None |
| KIMBERLY-CLARK CORP | KMB | COM | $3,676,290 | 33,500 | SH | None |
| STRIDE INC | LRN | COM | $3,449,600 | 40,000 | SH | None |
| ORTHOPEDIATRICS CORP | KIDS | COM | $3,151,500 | 165,000 | SH | None |
| LIFE360 INC | LIF | COM | $2,876,120 | 52,000 | SH | None |
| BLACKBAUD INC | BLKB | COM | $2,721,360 | 92,000 | SH | None |
| MCGRAW HILL INC | MH | COM | $2,083,400 | 220,000 | SH | None |
| DUOLINGO INC | DUOL | CL A COM | $1,841,280 | 16,000 | SH | None |
| BRIGHT HORIZONS FAM SOL IN D | BFAM | COM | $1,204,960 | 17,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.