Robeco Schweiz AG 13F 持仓 · 2026年Q2
Robeco Schweiz 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 126 只证券，申报市值合计 62.34 亿美元。前几大持仓：ARM（4.71%）、MRVL（4.59%）、NVT（3.94%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ARM | ARM HOLDINGS PLC | $293.4M | 4.71% | 827,366 | 减持 |
| 2 | MRVL | MARVELL TECHNOLOGY INC | $286.2M | 4.59% | 960,706 | 减持 |
| 3 | NVT | NVENT ELEC PLC | $245.9M | 3.94% | 1.5M | 增持 |
| 4 | PWR | QUANTA SVCS INC | $235.1M | 3.77% | 326,449 | 增持 |
| 5 | VRT | VERTIV HOLDINGS CO | $213.6M | 3.43% | 637,920 | 减持 |
| 6 | ADI | ANALOG DEVICES INC | $209.5M | 3.36% | 527,512 | 增持 |
| 7 | RRX | REGAL REXNORD CORPORATION | $168.1M | 2.70% | 705,873 | 增持 |
| 8 | ON | ON SEMICONDUCTOR CORP | $162.8M | 2.61% | 1.7M | 减持 |
| 9 | LITE | LUMENTUM HLDGS INC | $158.0M | 2.53% | 184,110 | 减持 |
| 10 | FSLR | FIRST SOLAR INC | $153.8M | 2.47% | 651,923 | 增持 |
| 11 | GNRC | GENERAC HLDGS INC | $141.0M | 2.26% | 481,609 | 增持 |
| 12 | LSCC | LATTICE SEMICONDUCTOR CORP | $139.2M | 2.23% | 909,862 | 增持 |
| 13 | A | AGILENT TECHNOLOGIES INC | $133.8M | 2.15% | 1.0M | 减持 |
| 14 | MPWR | MONOLITHIC PWR SYS INC | $132.8M | 2.13% | 96,033 | 增持 |
| 15 | POWI | POWER INTEGRATIONS INC | $112.3M | 1.80% | 1.3M | 增持 |
| 16 | NXT | NEXTPOWER INC | $103.1M | 1.65% | 865,627 | 增持 |
| 17 | ENPH | ENPHASE ENERGY INC | $101.5M | 1.63% | 2.1M | 增持 |
| 18 | ADSK | AUTODESK INC | $99.7M | 1.60% | 512,880 | 减持 |
| 19 | BE | BLOOM ENERGY CORP | $95.8M | 1.54% | 316,637 | 增持 |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | $95.7M | 1.54% | 190,933 | 增持 |
| 21 | XYL | XYLEM INC | $96.2M | 1.54% | 813,451 | 增持 |
| 22 | CSL | CARLISLE COS INC | $91.4M | 1.47% | 252,042 | 增持 |
| 23 | ITRI | ITRON INC | $91.2M | 1.46% | 1.1M | 增持 |
| 24 | MWH | SOLV ENERGY INC | $89.9M | 1.44% | 2.6M | 增持 |
| 25 | TTEK | TETRA TECH INC NEW | $89.5M | 1.44% | 3.1M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR