Institutional Fund
Lightrock Netherlands B.V.
Utrecht, NetherlandsCIK 20414855 filings on record
Portfolio Value
$468.07M
Q1 2026
Holdings
38
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-3.0%
from $482.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Cabot Corp6.6%
- Wintrust Finl Corp5.4%
- Sps Comm Inc5.3%
- Globus Med Inc4.7%
- Tronox Holdings PLC4.4%
- West Fraser Timber Co Ltd4.3%
- Other69.4%
Portfolio Holdings
38 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cabot Corp | 422.3K | $30.73M | 6.6% | −35.5K | Reduced |
| 2 | Wintrust Finl Corp | 180.4K | $25.06M | 5.4% | −1.1K | Reduced |
| 3 | Sps Comm Inc | 441.7K | $24.59M | 5.3% | +358.8K | Added |
| 4 | Globus Med Inc | 257.2K | $22.16M | 4.7% | +1.8K | Added |
| 5 | Tronox Holdings PLC | 2.11M | $20.62M | 4.4% | −940.5K | Reduced |
| 6 | West Fraser Timber Co Ltd | 306.7K | $20.05M | 4.3% | −13.6K | Reduced |
| 7 | Akamai Technologies Inc | 170.5K | $19.58M | 4.2% | −91.9K | Reduced |
| 8 | First Solar Inc | 607.5K | $18.88M | 4.0% | −58.8K | Reduced |
| 9 | Jabil Inc | 63.8K | $16.95M | 3.6% | −2.8K | Reduced |
| 10 | Renaissancere Hldgs Ltd | 1.18M | $16.32M | 3.5% | +160.9K | Added |
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