Lightrock Netherlands B.V.

CIK: 0002041485Latest portfolio: $482.3M · Q4 2025

Holdings

39

Total Value

$482.3M

New Positions

39

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
CBTBRUNSWICK CORP
457,778$34.0M7.05%NEW
2
WFGWEST FRASER TIMBER CO LTD
320,303$26.8M5.56%NEW
3
WF2WINTRUST FINANCIAL CORP
181,500$25.4M5.26%NEW
4
AKAMAKAMAI TECHNOLOGIES INC
262,396$22.9M4.75%NEW
5
GMEDGLOBUS MEDICAL INC - A
255,400$22.3M4.62%NEW
6
STRASTRATEGIC EDUCATION INC
244,219$19.6M4.06%NEW
7
PFSIPENNYMAC FINANCIAL SERVICES
124,313$16.4M3.40%NEW
8
TRIPTRIPADVISOR INC
1,072,810$15.6M3.24%NEW
9
LNNLINDSAY CORP
132,415$15.6M3.24%NEW
10
JBLJABIL INC
66,648$15.2M3.15%NEW
11
RNRSALLY BEAUTY HOLDINGS INC
1,017,508$14.5M3.01%NEW
12
FSLRENVISTA HOLDINGS CORP
666,307$14.5M3.00%NEW
13
ANFABERCROMBIE & FITCH CO-CL A
106,974$13.5M2.79%NEW
14
QDELQUIDELORTHO CORP
461,000$13.2M2.73%NEW
15
TROXTRONOX HOLDINGS PLC
3,051,286$12.7M2.64%NEW
16
CUBECOMPASS MINERALS INTERNATION
630,873$12.4M2.57%NEW
17
JT5MUELLER WATER PRODUCTS INC-A
496,784$11.8M2.45%NEW
18
NVSTENERSYS
79,939$11.7M2.43%NEW
19
LITELUMENTUM HOLDINGS INC
30,921$11.4M2.36%NEW
20
CTRECABOT CORP
167,844$11.1M2.31%NEW
21
TOWNTOWNE BANK
331,252$11.1M2.29%NEW
22
ENSENCOMPASS HEALTH CORP
103,806$11.0M2.28%NEW
23
TN1TENNANT CO
148,526$10.9M2.27%NEW
24
DRHDARLING INGREDIENTS INC
261,807$9.4M1.95%NEW
25
ALGMALLEGRO MICROSYSTEMS INC
354,390$9.3M1.94%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Technology0.0% ($2.2894151971139797e+25T)
Healthcare0.0% ($22298131661173.2T)
Real Estate0.0% ($1239011124942.6T)
Basic Materials0.0% ($3398526838.1T)
Consumer Cyclical0.0% ($156201346.5T)
Industrials0.0% ($156071101.8T)
Unknown0.0% ($253771.2T)
Financial Services0.0% ($163891.5T)
Consumer Defensive0.0% ($195.9B)
Energy0.0% ($14.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 26, 2026$482.3M39
Q3 2025Oct 31, 2025$382.4B0
Q2 2025Aug 4, 2025$363.6B39
Q1 2025Apr 29, 2025$380.0B39

Fund Information

CIK0002041485
Most Recent FilingJan 26, 2026
Number of Filings4

Lightrock Netherlands B.V. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $482.3M across 39 holdings. The largest position is BRUNSWICK CORP (CBT), representing 7.0% of the portfolio. Compared to the previous quarter, the fund opened 39 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.