Robeco Schweiz AG
CIK 1418427
13F filing for Q2 2026・No. 782
- Holdings
- US$6.23B
- Quarter change
- +US$1.51B
- Entries
- 126
- Net bought (estimate)
- +US$186.05M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 9
- Cut 42
- Added 64
- Corporate actions 0
- Unchanged 11
Largest holdings
126 stocks worth US$6.23B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ARMARM HOLDINGS PLCSPONSORED ADS | Cut | 827,366 | US$293.36M | 4.71% |
| MRVLMARVELL TECHNOLOGY INCCOM | Cut | 960,706 | US$286.18M | 4.59% |
| NVTNVENT ELEC PLCSHS | Added | 1,450,021 | US$245.94M | 3.94% |
| PWRQUANTA SVCS INCCOM | Added | 326,449 | US$235.06M | 3.77% |
| VRTVERTIV HOLDINGS COCOM CL A | Cut | 637,920 | US$213.59M | 3.43% |
| ADIANALOG DEVICES INCCOM | Added | 527,512 | US$209.51M | 3.36% |
| RRXREGAL REXNORD CORPORATIONCOM | Added | 705,873 | US$168.13M | 2.70% |
| ONON SEMICONDUCTOR CORPCOM | Cut | 1,722,056 | US$162.8M | 2.61% |
| LITELUMENTUM HLDGS INCCOM | Cut | 184,110 | US$157.98M | 2.53% |
| FSLRFIRST SOLAR INCCOM | Added | 651,923 | US$153.83M | 2.47% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.