Lightrock Netherlands B.V.
Lightrock Netherlands B.V. reported 36 stocks worth $506M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SPSC (6.9%), CBT (6.4%) and WTFC (5.4%). Compared with Q1 2026, the fund opened new positions in BLKB and ZBH, added to SPSC, AKAM and RNR, trimmed CBT, WTFC and JBL and sold out of WFG, NVST and GNTX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPSC Sps Comm Inc | $35.1M | 6.9% | 613K | +172K (+39%) | 3 of 7 | |
| 2 |  CBT Cabot Corp | $32.2M | 6.4% | 383K | −40K (−9%) | 7 of 7 | |
| 3 |  WTFC Wintrust Finl Corp | $27.3M | 5.4% | 170K | −11K (−6%) | 7 of 7 | |
| 4 |  JBL Jabil Inc | $22.2M | 4.4% | 58K | −6,166 (−10%) | 7 of 7 | |
| 5 |  AKAM Akamai Technologies Inc | $22.2M | 4.4% | 188K | +17K (+10%) | 7 of 7 | |
| 6 |  FSLR First Solar Inc | $20.7M | 4.1% | 605K | −2,522 (−0%) | 7 of 7 | |
| 7 |  RNR Renaissancere Hldgs Ltd | $19M | 3.7% | 1.3M | +163K (+14%) | 7 of 7 | |
| 8 |  AYI Acuity Inc | $17.6M | 3.5% | 47K | +2,000 (+4%) | 7 of 7 | |
| 9 |  BLKB Blackbaud Inc | $17M | 3.4% | 574K | New position | 1 of 7 | |
| 10 |  ENS Enersys | $16.8M | 3.3% | 166K | +12K (+8%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lightrock Netherlands B.V. 13F FAQ
What does Lightrock Netherlands B.V. own?
Lightrock Netherlands B.V. reported 36 stocks worth $506M in its 13F filing for Q2 2026, filed Aug 10, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Lightrock Netherlands B.V. buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 12 added to, 22 trimmed and 4 sold out. New positions include BLKB and ZBH. It sold all of WFG, NVST and GNTX.
When will Lightrock Netherlands B.V. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Lightrock Netherlands B.V.'s portfolio worth?
The Q2 2026 filing reports $506M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.