AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
ARMARM HOLDINGS PLCSPONSORED ADSCutUS$293.36M4.71%
MRVLMARVELL TECHNOLOGY INCCOMCutUS$286.18M4.59%
NVTNVENT ELEC PLCSHSAddedUS$245.94M3.94%
PWRQUANTA SVCS INCCOMAddedUS$235.06M3.77%
VRTVERTIV HOLDINGS COCOM CL ACutUS$213.59M3.43%
ADIANALOG DEVICES INCCOMAddedUS$209.51M3.36%
RRXREGAL REXNORD CORPORATIONCOMAddedUS$168.13M2.70%
ONON SEMICONDUCTOR CORPCOMCutUS$162.8M2.61%
LITELUMENTUM HLDGS INCCOMCutUS$157.98M2.53%
FSLRFIRST SOLAR INCCOMAddedUS$153.83M2.47%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.