§ 13F · FUND PROFILE
Robeco Schweiz AG.
AUM · $6.2B (13F)Positions · 126Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$176M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ARM | ARM HOLDINGS PLC | 827K | $293M | 4.7% | −18% |
| 2 | MRVL | MARVELL TECHNOLOGY INC | 961K | $286M | 4.6% | −20% |
| 3 | NVT | NVENT ELEC PLC | 1.45M | $246M | 3.9% | +2% |
| 4 | PWR | QUANTA SVCS INC | 326K | $235M | 3.8% | +1% |
| 5 | VRT | VERTIV HOLDINGS CO | 638K | $214M | 3.4% | −12% |
| 6 | ADI | ANALOG DEVICES INC | 528K | $210M | 3.4% | +34% |
| 7 | RRX | REGAL REXNORD CORPORATION | 706K | $168M | 2.7% | +23% |
| 8 | ON | ON SEMICONDUCTOR CORP | 1.72M | $163M | 2.6% | −12% |
| 9 | LITE | LUMENTUM HLDGS INC | 184K | $158M | 2.5% | −14% |
| 10 | FSLR | FIRST SOLAR INC | 652K | $154M | 2.5% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROBECO SIGNAL
AC read
Robeco Schweiz AG is a Other fund managing $6.2 billion in assets. The fund runs a portfolio of 126 positions.
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