StockDriftsStockDriftsTop 36 Lightrock Netherlands B.V. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPSC | SPS COMM INC | 6.92% | 613.2K | $35.1M | +38.83%(+171.50K) | $71.12(+5.49%) | 2026-06-30 | |
| CBT | BRUNSWICK CORP | 6.37% | 382.8K | $32.2M | -9.35%(-39.50K) | $77.74(+13.92%) | 2026-06-30 | |
| WTFC | WINTRUST FINANCIAL CORP | 5.39% | 169.8K | $27.3M | -5.88%(-10.60K) | $117.79(+35.48%) | 2026-06-30 | |
| JBL | JABIL INC | 4.39% | 57.7K | $22.2M | -9.66%(-6.17K) | $163.38(+117.71%) | 2026-06-30 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 4.38% | 187.5K | $22.2M | +10.00%(+17.04K) | $88.51(+32.89%) | 2026-06-30 | |
| FSLR | FIRST SOLAR INC | 4.08% | 605.0K | $20.7M | -0.42%(-2.52K) | $238.66(+2.73%) | 2026-06-30 | |
| RNR | SALLY BEAUTY HOLDINGS INC | 3.74% | 1.34M | $19.0M | +13.80%(+162.57K) | $274.63(+16.18%) | 2026-06-30 | |
| AYI | ACUITY INC | 3.48% | 46.8K | $17.6M | +4.46%(+2.00K) | $306.92(+17.46%) | 2026-06-30 | |
| BLKB | BLACKBAUD INC | 3.36% | 573.9K | $17.0M | new | $33.75(+36.43%) | 2026-06-30 | |
| ENS | ENCOMPASS HEALTH CORP | 3.32% | 166.4K | $16.8M | +7.63%(+11.80K) | $123.40(+55.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +52.38% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.49% |
Lightrock Netherlands B.V. reports $506.44M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are SPSC (6.9%), CBT (6.4%) and WTFC (5.4%). The top 20 holdings account for 74.24% of reported assets. Its disclosed equity book has returned +52.38% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lightrock Netherlands B.V.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2041485). View Lightrock Netherlands B.V.’s 13F filings on SEC