Lightrock Netherlands B.V. as of Dec. 31, 2025
Portfolio Holdings for Lightrock Netherlands B.V.
Lightrock Netherlands B.V. holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cabot Corporation (CBT) | 7.0 | $34M | 458k | 74.24 | |
| West Fraser Timb (WFG) | 5.6 | $27M | 320k | 83.79 | |
| Wintrust Financial Corporation (WTFC) | 5.3 | $25M | 182k | 139.82 | |
| Akamai Technologies (AKAM) | 4.7 | $23M | 262k | 87.25 | |
| Globus Medical Inc - A Cl A (GMED) | 4.6 | $22M | 255k | 87.31 | |
| Strategic Education (STRA) | 4.1 | $20M | 244k | 80.20 | |
| Pennymac Financial Services (PFSI) | 3.4 | $16M | 124k | 131.84 | |
| Tripadvisor (TRIP) | 3.2 | $16M | 1.1M | 14.56 | |
| Lindsay Corporation (LNN) | 3.2 | $16M | 132k | 117.87 | |
| Jabil Circuit (JBL) | 3.2 | $15M | 67k | 228.02 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 3.0 | $15M | 1.0M | 14.26 | |
| First Solar (FSLR) | 3.0 | $15M | 666k | 21.71 | |
| Abercrombie & Fitch Co-cl A Cl A (ANF) | 2.8 | $14M | 107k | 125.87 | |
| Quidel Corp (QDEL) | 2.7 | $13M | 461k | 28.56 | |
| Tronox Holdings SHS (TROX) | 2.6 | $13M | 3.1M | 4.17 | |
| Cubesmart (CUBE) | 2.6 | $12M | 631k | 19.64 | |
| Mueller Water Products Inc-a Com Ser A (MWA) | 2.5 | $12M | 497k | 23.82 | |
| Envista Hldgs Corp (NVST) | 2.4 | $12M | 80k | 146.75 | |
| Lumentum Hldgs (LITE) | 2.4 | $11M | 31k | 368.59 | |
| Caretrust Reit (CTRE) | 2.3 | $11M | 168k | 66.28 | |
| TowneBank (TOWN) | 2.3 | $11M | 331k | 33.37 | |
| EnerSys (ENS) | 2.3 | $11M | 104k | 106.14 | |
| Tennant Company (TNC) | 2.3 | $11M | 149k | 73.70 | |
| DiamondRock Hospitality Company (DRH) | 2.0 | $9.4M | 262k | 36.00 | |
| Allegro Microsystems Ord (ALGM) | 1.9 | $9.3M | 354k | 26.38 | |
| Wright Express (WEX) | 1.9 | $9.3M | 63k | 148.98 | |
| Thermon Group Holdings (THR) | 1.9 | $9.2M | 248k | 37.16 | |
| American Homes 4 Rent- A Cl A (AVTR) | 1.8 | $8.6M | 268k | 32.10 | |
| Brunswick Corporation (BC) | 1.6 | $7.6M | 660k | 11.46 | |
| SPS Commerce (SPSC) | 1.5 | $7.4M | 83k | 89.13 | |
| Darling International (DAR) | 1.4 | $6.9M | 193k | 36.05 | |
| Peak (DOC) | 1.3 | $6.4M | 401k | 16.08 | |
| Caretrust Reit REITs (COHU) | 1.3 | $6.2M | 172k | 36.16 | |
| Acuity Brands (AYI) | 1.2 | $5.8M | 16k | 360.04 | |
| Compass Minerals International (CMP) | 1.1 | $5.4M | 230k | 23.27 | |
| Independence Realty Trust In (IRT) | 1.0 | $4.7M | 271k | 17.48 | |
| Gentex Corporation (GNTX) | 0.9 | $4.5M | 192k | 23.27 | |
| Teradata Corporation (TDC) | 0.8 | $4.0M | 130k | 30.44 | |
| Encompass Health Corp (EHC) | 0.8 | $3.9M | 430k | 8.96 |
