Holdings of Lightrock Netherlands B.V.
35 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 49.4 % of the equity sleeve
Sector breakdown
- Technology 7.4 %
- Unattributed 92.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 35 | 411.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Cabot Corp | 422,279 | 30.7M $ | |
| 2 | Wintrust Financial Corp | 180,371 | 25.1M $ | |
| 3 | SPS Commerce Inc | 441,669 | 24.6M $ | |
| 4 | Globus Medical Inc | 257,242 | 22.2M $ | |
| 5 | Akamai Technologies Inc | 170,470 | 19.6M $ | |
| 6 | First Solar Inc | 607,502 | 18.9M $ | |
| 7 | Jabil Inc | 63,822 | 17M $ | |
| 8 | Allegro MicroSystems Inc | 507,990 | 16M $ | |
| 9 | EnerSys | 154,606 | 15M $ | |
| 10 | Lindsay Corp | 119,115 | 14.2M $ | |
| 11 | Lumentum Holdings Inc | 19,321 | 13.6M $ | |
| 12 | PennyMac Financial Services Inc | 152,213 | 13.3M $ | |
| 13 | Mueller Water Products Inc | 474,784 | 13.1M $ | |
| 14 | Acuity Inc | 44,803 | 12.6M $ | |
| 15 | CubeSmart | 533,973 | 12.5M $ | |
| 16 | Abercrombie & Fitch Co | 130,974 | 12M $ | |
| 17 | CareTrust REIT Inc | 158,727 | 12M $ | |
| 18 | Strategic Education Inc | 140,363 | 11.6M $ | |
| 19 | Towne Bank/Portsmouth VA | 332,752 | 11.2M $ | |
| 20 | Tennant Co | 153,770 | 10.2M $ | |
| 21 | DiamondRock Hospitality Co | 151,706 | 9.4M $ | |
| 22 | WEX Inc | 60,000 | 9.2M $ | |
| 23 | Avantor Inc | 328,626 | 9.2M $ | |
| 24 | Brunswick Corp/DE | 862,377 | 6.8M $ | |
| 25 | TripAdvisor Inc | 619,718 | 6.6M $ | |
| 26 | Healthpeak Properties Inc | 393,021 | 6.5M $ | |
| 27 | Darling Ingredients Inc | 173,958 | 6.4M $ | |
| 28 | Envista Holdings Corp | 34,639 | 6M $ | |
| 29 | Cohu Inc | 152,105 | 5.6M $ | |
| 30 | QuidelOrtho Corp | 314,547 | 5.2M $ | |
| 31 | Gentex Corp | 181,726 | 4M $ | |
| 32 | Independence Realty Trust Inc | 261,434 | 3.9M $ | |
| 33 | Encompass Health Corp | 403,766 | 3.8M $ | |
| 34 | Teradata Corp | 124,893 | 3.2M $ | |
| 35 | Compass Minerals International Inc | 15,833 | 484.8K $ | |