Institutions / Lightrock Netherlands B.V.

Lightrock Netherlands B.V.

CIK 2041485 · Institution · as of Dec 31, 2025
Portfolio value
$482.31M
Positions
39
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 39 →
CompanyClassValueShares% of portfolio
Cabot Corp$33.99M457,7787.0%
West Fraser Timber Co Ltd$26.84M320,3035.6%
Wintrust Financial Corp$25.38M181,5005.3%
Akamai Technologies Inc$22.89M262,3964.7%
Globus Medical Inc$22.30M255,4004.6%
Strategic Education Inc$19.59M244,2194.1%
PennyMac Financial Services, Inc.$16.39M124,3133.4%
TripAdvisor, Inc.$15.62M1,072,8103.2%
Lindsay Corp$15.61M132,4153.2%
Jabil Inc$15.20M66,6483.2%
Renaissancere Holdings Ltd$14.51M1,017,5083.0%
First Solar Inc$14.47M666,3073.0%
Abercrombie & Fitch Co$13.46M106,9742.8%
QuidelOrtho Corp$13.17M461,0002.7%
Tronox Holdings PLC$12.72M3,051,2862.6%
Cubesmart$12.39M630,8732.6%
Mueller Water Products Inc$11.83M496,7842.5%
Envista Holdings Corp$11.73M79,9392.4%
Lumentum Hldgs Inc$11.40M30,9212.4%
CareTrust REIT, Inc.$11.12M167,8442.3%
Towne Bank$11.05M331,2522.3%
EnerSys$11.02M103,8062.3%
Tennant Co$10.95M148,5262.3%
DiamondRock Hospitality Co$9.43M261,8072.0%
Allegro Microsystems Inc$9.35M354,3901.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.