LN
| |
Lightrock Netherlands B.V.13F | |
| Lightrock Netherlands B.V. | |
| Last update 2025-04-29 | 39 Stocks (2 new) |
| Value $380.00 Mil | Turnover 35 % |
Lightrock Netherlands B.V. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LITE | Lumentum Holdings Inc | 353,456 | 22,071.2 | +135.39% | 5.810 | +3.34% | 0.510 | +96.58% | +21.76% | 7,094.1 | Hardware | |
BC | Brunswick Corp | 409,015 | 22,062.2 | +62.11% | 5.810 | +2.23% | 0.620 | +37.34% | -6.35% | 3,919.3 | Vehicles & Parts | |
WTFC | Wintrust Financial Corp | 193,358 | 21,781.3 | +61.88% | 5.730 | +2.19% | 0.290 | +31.36% | +8.40% | 8,973.3 | Banks | |
LNN | Lindsay Corp | 123,415 | 15,640.5 | +28.76% | 4.120 | +0.92% | 1.140 | +10.86% | +16.57% | 1,490.1 | Farm & Heavy Construction Machinery | |
PFSI | PennyMac Financial Services Inc | 136,055 | 13,643.2 | +55.06% | 3.590 | +1.27% | 0.260 | +4.22% | -0.67% | 5,210.3 | Banks | |
FSLR | First Solar Inc | 105,861 | 13,406.3 | +117.63% | 3.530 | +1.91% | 0.100 | +37.40% | -0.22% | 18,858.9 | Semiconductors | |
SBH | Sally Beauty Holdings Inc | 1,479,307 | 13,380.4 | +65.04% | 3.520 | +1.39% | 1.450 | +19.38% | -7.46% | 975.6 | Retail - Cyclical | |
ENS | EnerSys | 145,764 | 13,371.3 | +13.13% | 3.520 | +0.41% | 0.370 | +7.61% | -3.54% | 3,422.8 | Industrial Products | |
MWA | Mueller Water Products Inc | 524,784 | 13,362.2 | +21.33% | 3.520 | +0.62% | 0.330 | +0.92% | +12.49% | 3,945.1 | Industrial Products | |
QDEL | QuidelOrtho Corp | 364,577 | 12,770.5 | +62.41% | 3.360 | +1.29% | 0.540 | +1.11% | -42.87% | 1,721.1 | Medical Devices & Instruments |
Lightrock Netherlands B.V.'s Historical Top Holdings Breakdowns
Lightrock Netherlands B.V.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LITE | Lumentum Holdings Inc | 2025-03-31 | Add Add | +3.34% | 57.41 ($76.95) 100.38 | $102.22 | 32.84% | Add 135.39% | 353,456 | 203,300 | |
BC | Brunswick Corp | 2025-03-31 | Add Add | +2.23% | 53.49 ($62.66) 70.51 | $59.67 | -4.77% | Add 62.11% | 409,015 | 156,710 | |
WTFC | Wintrust Financial Corp | 2025-03-31 | Add Add | +2.19% | 107.76 ($123.58) 136.92 | $134.07 | 8.49% | Add 61.88% | 193,358 | 73,915 | |
FSLR | First Solar Inc | 2025-03-31 | Add Add | +1.91% | 126.34 ($156.16) 197.73 | $175.85 | 12.61% | Add 117.63% | 105,861 | 57,219 | |
JBL | Jabil Inc | 2025-03-31 | Reduce Reduce | -1.86% | 130.51 ($153.78) 173.33 | $223.98 | 45.65% | Reduce -39.19% | 56,858 | -36,641 | |
SBH | Sally Beauty Holdings Inc | 2025-03-31 | Add Add | +1.39% | 8.5 ($9.85) 11.33 | $9.67 | -1.83% | Add 65.04% | 1,479,307 | 583,000 | |
TROX | Tronox Holdings PLC | 2025-03-31 | Add Add | +1.39% | 6.82 ($8.61) 10.37 | $5.52 | -35.89% | Add 82.67% | 1,657,579 | 750,145 | |
QDEL | QuidelOrtho Corp | 2025-03-31 | Add Add | +1.29% | 34.78 ($40.79) 47.61 | $25.45 | -37.61% | Add 62.41% | 364,577 | 140,101 | |
PFSI | PennyMac Financial Services Inc | 2025-03-31 | Add Add | +1.27% | 94.63 ($102.55) 114.82 | $100.85 | -1.66% | Add 55.06% | 136,055 | 48,312 | |
GMED | Globus Medical Inc | 2025-03-31 | Add Add | +1.12% | 69.68 ($82.63) 93.32 | $56.34 | -31.82% | Add 56.96% | 159,850 | 58,006 |
Lightrock Netherlands B.V. Total Holding History ($B)
Lightrock Netherlands B.V.'s Asset Allocation
Lightrock Netherlands B.V. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Lightrock Netherlands B.V.'s Hypothetical Growth since 2025-03-31
Lightrock Netherlands B.V.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lightrock Netherlands B.V.'s Holdings Heat Map
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Lightrock Netherlands B.V.'s Holdings Bubble Chart
Lightrock Netherlands B.V. News
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