Q2 2026 13F · SEC CIK 2041485

Lightrock Netherlands B.V.

Investment managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $506.4M
Reported positions: 36
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.5 yrs

Lightrock Netherlands B.V. is an investment manager that reported 36 positions worth $506.4M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Sps Comm Inc (SPSC, 6.9%), Cabot Corp (CBT, 6.4%), Wintrust Finl Corp (WTFC, 5.4%).

Lightrock Netherlands B.V. holdings all 36 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lightrock Netherlands B.V. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPSCSps Comm Inc	6.9%	5.3%	613,169	+38.8%	$35.1M
CBTCabot Corp	6.4%	6.6%	382,779	-9.4%	$32.2M
WTFCWintrust Finl Corp	5.4%	5.4%	169,771	-5.9%	$27.3M
JBLJabil Inc	4.4%	3.6%	57,656	-9.7%	$22.2M
AKAMAkamai Technologies Inc	4.4%	4.2%	187,512	+10.0%	$22.2M
FSLRFirst Solar Inc	4.1%	4.0%	604,980	-0.4%	$20.7M
RNRRenaissancere Holdings	3.7%	3.5%	1,340,997	+13.8%	$19.0M
AYIAcuity Inc	3.5%	2.7%	46,803	+4.5%	$17.6M
BLKBBlackbaud Inc	3.4%	New	573,946	—	$17.0M
ENSEnersys	3.3%	3.2%	166,406	+7.6%	$16.8M
GMEDGlobus Med Inc	3.2%	4.7%	207,151	-19.5%	$16.4M
STRAStrategic Ed Inc	3.2%	2.5%	210,155	+49.7%	$16.1M
CUBECubesmart	3.1%	2.7%	510,117	-4.5%	$15.9M
BCBrunswick Corp	2.9%	1.4%	1,494,443	+73.3%	$14.8M
ALGMAllegro Microsystems Inc	2.8%	3.4%	206,490	-59.4%	$14.4M
CTRECaretrust REIT Inc	2.8%	2.6%	154,043	-3.0%	$14.0M
ANFAbercrombie & Fitch Co	2.7%	2.6%	153,018	+16.8%	$13.8M
LNNLindsay Corp	2.7%	3.0%	110,615	-7.1%	$13.7M
LITELumentum Hldgs Inc	2.7%	2.9%	15,695	-18.8%	$13.5M
TNCTennant Co	2.7%	2.2%	153,598	-0.1%	$13.4M
PFSIPennymac Finl Svcs Inc New	2.6%	2.8%	152,713	+0.3%	$13.3M
MWAMueller Wtr Prods Inc	2.6%	2.8%	509,933	+7.4%	$13.2M
TROXTronox Holdings PLC	2.6%	4.4%	2,050,792	-2.8%	$12.9M
WEXWex Inc	2.4%	2.0%	86,800	+44.7%	$12.2M
TOWNTownebank	2.4%	2.4%	329,794	-0.9%	$12.0M
AVTRAvantor Inc	2.1%	2.0%	322,626	-1.8%	$10.8M
PEAKHealthpeak Properties Inc	1.5%	1.4%	355,000	-9.7%	$7.6M
DRHDiamondrock Hospitality Co	1.4%	2.0%	132,118	-12.9%	$7.2M
TRIPTripadvisor Inc	1.4%	1.4%	516,489	-16.7%	$7.1M
COHUCohu Inc	1.2%	1.2%	155,105	+2.0%	$6.3M
DARDarling Ingredients Inc	1.2%	1.4%	148,954	-14.4%	$5.9M
QDELQuidelortho Corp	1.0%	1.1%	290,547	-7.6%	$5.1M
ZBHZimmer Biomet Holdings Inc	0.9%	New	53,278	—	$4.6M
EHCEncompass Health Corp	0.9%	0.8%	361,266	-10.5%	$4.4M
IRTIndependence Rlty Tr Inc	0.8%	0.8%	247,706	-5.3%	$4.1M
TDCTeradata Corp Del	0.8%	0.7%	109,908	-12.0%	$3.8M

What Lightrock Netherlands B.V. bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +45.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$506.4M	36
Q1 2026	$468.1M	38
Q4 2025	$482.3M	39
Q3 2025	$382.4M	39
Q2 2025	$363.6M	39
Q1 2025	$380.0M	39
Q4 2024	$285.1M	38

Questions about Lightrock Netherlands B.V.'s portfolio

What stocks does Lightrock Netherlands B.V. own?

Lightrock Netherlands B.V.'s latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 36 positions worth $506.4M. The largest are Sps Comm Inc (SPSC) at 6.9%, Cabot Corp (CBT) at 6.4%, Wintrust Finl Corp (WTFC) at 5.4%, Jabil Inc (JBL) at 4.4% and Akamai Technologies Inc (AKAM) at 4.4%.

What did Lightrock Netherlands B.V. buy last quarter?

In Q2 2026, Lightrock Netherlands B.V. added a new position in Blackbaud Inc (BLKB), a new position in Zimmer Biomet Holdings Inc (ZBH), Brunswick Corp (BC) (+73.3% shares), Strategic Ed Inc (STRA) (+49.7% shares) and Wex Inc (WEX) (+44.7% shares), compared with its Q1 2026 filing.

What did Lightrock Netherlands B.V. sell last quarter?

In Q2 2026, Lightrock Netherlands B.V. sold all of West Fraser Timber Ltd (WFG), sold all of Envista Holdings Corporation (NVST), sold all of Gentex Corp (GNTX), sold all of Compass Minerals International, Inc. (CMP), Allegro Microsystems Inc (ALGM) (-59.4% shares), Globus Med Inc (GMED) (-19.5% shares) and Lumentum Hldgs Inc (LITE) (-18.8% shares), compared with its Q1 2026 filing.

When is Lightrock Netherlands B.V.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Lightrock Netherlands B.V.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.