Robeco Schweiz AG 13F Holdings · Q2 2026
Robeco Schweiz AG reported 126 securities worth $6.23B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ARM (4.71%), MRVL (4.59%), NVT (3.94%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARM | ARM HOLDINGS PLC | $293.4M | 4.71% | 827,366 | Trimmed |
| 2 | MRVL | MARVELL TECHNOLOGY INC | $286.2M | 4.59% | 960,706 | Trimmed |
| 3 | NVT | NVENT ELEC PLC | $245.9M | 3.94% | 1.5M | Added |
| 4 | PWR | QUANTA SVCS INC | $235.1M | 3.77% | 326,449 | Added |
| 5 | VRT | VERTIV HOLDINGS CO | $213.6M | 3.43% | 637,920 | Trimmed |
| 6 | ADI | ANALOG DEVICES INC | $209.5M | 3.36% | 527,512 | Added |
| 7 | RRX | REGAL REXNORD CORPORATION | $168.1M | 2.70% | 705,873 | Added |
| 8 | ON | ON SEMICONDUCTOR CORP | $162.8M | 2.61% | 1.7M | Trimmed |
| 9 | LITE | LUMENTUM HLDGS INC | $158.0M | 2.53% | 184,110 | Trimmed |
| 10 | FSLR | FIRST SOLAR INC | $153.8M | 2.47% | 651,923 | Added |
| 11 | GNRC | GENERAC HLDGS INC | $141.0M | 2.26% | 481,609 | Added |
| 12 | LSCC | LATTICE SEMICONDUCTOR CORP | $139.2M | 2.23% | 909,862 | Added |
| 13 | A | AGILENT TECHNOLOGIES INC | $133.8M | 2.15% | 1.0M | Trimmed |
| 14 | MPWR | MONOLITHIC PWR SYS INC | $132.8M | 2.13% | 96,033 | Added |
| 15 | POWI | POWER INTEGRATIONS INC | $112.3M | 1.80% | 1.3M | Added |
| 16 | NXT | NEXTPOWER INC | $103.1M | 1.65% | 865,627 | Added |
| 17 | ENPH | ENPHASE ENERGY INC | $101.5M | 1.63% | 2.1M | Added |
| 18 | ADSK | AUTODESK INC | $99.7M | 1.60% | 512,880 | Trimmed |
| 19 | BE | BLOOM ENERGY CORP | $95.8M | 1.54% | 316,637 | Added |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | $95.7M | 1.54% | 190,933 | Added |
| 21 | XYL | XYLEM INC | $96.2M | 1.54% | 813,451 | Added |
| 22 | CSL | CARLISLE COS INC | $91.4M | 1.47% | 252,042 | Added |
| 23 | ITRI | ITRON INC | $91.2M | 1.46% | 1.1M | Added |
| 24 | MWH | SOLV ENERGY INC | $89.9M | 1.44% | 2.6M | Added |
| 25 | TTEK | TETRA TECH INC NEW | $89.5M | 1.44% | 3.1M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR