Holders — by stockHoldings — by fund
Robeco Schweiz AG
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001418427
$6.23B
disclosed book value
126
positions
4.7%
largest position share
Positions, as of 2026-06-30
top 100 of 126 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ARMARM HOLDINGS PLC | 827,366 | $293.4M | 4.7% |
| 2 | MRVLMARVELL TECHNOLOGY INC | 960,706 | $286.2M | 4.6% |
| 3 | NVTNVENT ELEC PLC | 1.5M | $245.9M | 3.9% |
| 4 | PWRQUANTA SVCS INC | 326,449 | $235.1M | 3.8% |
| 5 | VRTVERTIV HOLDINGS CO | 637,920 | $213.6M | 3.4% |
| 6 | ADIANALOG DEVICES INC | 527,512 | $209.5M | 3.4% |
| 7 | RRXREGAL REXNORD CORPORATION | 705,873 | $168.1M | 2.7% |
| 8 | ONON SEMICONDUCTOR CORP | 1.7M | $162.8M | 2.6% |
| 9 | LITELUMENTUM HLDGS INC | 184,110 | $158.0M | 2.5% |
| 10 | FSLRFIRST SOLAR INC | 651,923 | $153.8M | 2.5% |
| 11 | GNRCGENERAC HLDGS INC | 481,609 | $141.0M | 2.3% |
| 12 | LSCCLATTICE SEMICONDUCTOR CORP | 909,862 | $139.2M | 2.2% |
| 13 | AAGILENT TECHNOLOGIES INC | 1.0M | $133.8M | 2.1% |
| 14 | MPWRMONOLITHIC PWR SYS INC | 96,033 | $132.8M | 2.1% |
| 15 | POWIPOWER INTEGRATIONS INC | 1.3M | $112.3M | 1.8% |
| 16 | NXTNEXTPOWER INC | 865,627 | $103.1M | 1.7% |
| 17 | ENPHENPHASE ENERGY INC | 2.1M | $101.5M | 1.6% |
| 18 | ADSKAUTODESK INC | 512,880 | $99.7M | 1.6% |
| 19 | XYLXYLEM INC | 813,451 | $96.2M | 1.5% |
| 20 | BEBLOOM ENERGY CORP | 316,637 | $95.8M | 1.5% |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 190,933 | $95.7M | 1.5% |
| 22 | CSLCARLISLE COS INC | 252,042 | $91.4M | 1.5% |
| 23 | ITRIITRON INC | 1.1M | $91.2M | 1.5% |
| 24 | MWHSOLV ENERGY INC | 2.6M | $89.9M | 1.4% |
| 25 | TTEKTETRA TECH INC NEW | 3.1M | $89.5M | 1.4% |
| 26 | TTTRANE TECHNOLOGIES PLC | 175,904 | $86.4M | 1.4% |
| 27 | VLTOVERALTO CORP | 882,169 | $78.2M | 1.3% |
| 28 | IEXIDEX CORP | 322,045 | $73.1M | 1.2% |
| 29 | GLWCORNING INC | 283,378 | $72.4M | 1.2% |
| 30 | FERGFERGUSON ENTERPRISES INC | 275,959 | $65.5M | 1.1% |
| 31 | TERTERADYNE INC | 129,176 | $62.5M | 1% |
| 32 | ECLECOLAB INC | 216,974 | $60.5M | 1% |
| 33 | DHRDANAHER CORP DEL | 309,684 | $59.0M | 0.9% |
| 34 | FRVOFERVO ENERGY CO | 2.0M | $57.6M | 0.9% |
| 35 | WATWATERS CORP | 152,195 | $57.1M | 0.9% |
| 36 | RUNSUNRUN INC | 4.3M | $57.0M | 0.9% |
| 37 | ONTOONTO INNOVATION INC | 147,200 | $55.7M | 0.9% |
| 38 | EMEEMCOR GROUP INC | 65,460 | $54.3M | 0.9% |
| 39 | AITAPPLIED INDL TECHNOLOGIES IN | 150,522 | $50.9M | 0.8% |
| 40 | WMWASTE MGMT INC DEL | 220,405 | $49.1M | 0.8% |
| 41 | PCORPROCORE TECHNOLOGIES INC | 1.2M | $47.9M | 0.8% |
| 42 | VIAVVIAVI SOLUTIONS INC | 896,000 | $42.8M | 0.7% |
| 43 | WMSADVANCED DRAIN SYS INC DEL | 271,735 | $42.7M | 0.7% |
| 44 | SQMSOCIEDAD QUIMICA Y MINERA DE | 556,152 | $41.2M | 0.7% |
| 45 | STMSTMICROELECTRONICS N V | 538,880 | $40.4M | 0.6% |
| 46 | JJACOBS SOLUTIONS INC | 303,571 | $38.2M | 0.6% |
| 47 | APGAPI GROUP CORP | 891,999 | $37.8M | 0.6% |
| 48 | SPXCSPX TECHNOLOGIES INC | 152,829 | $37.5M | 0.6% |
| 49 | TXNTEXAS INSTRS INC | 122,184 | $36.4M | 0.6% |
| 50 | LINLINDE PLC | 69,055 | $35.8M | 0.6% |
| 51 | FBINFORTUNE BRANDS INNOVATIONS I | 630,689 | $34.6M | 0.6% |
| 52 | CNMCORE & MAIN INC | 711,784 | $34.3M | 0.6% |
| 53 | TKRTIMKEN CO | 235,190 | $34.2M | 0.5% |
| 54 | WTSWATTS WATER TECHNOLOGIES INC | 85,114 | $33.3M | 0.5% |
| 55 | ALBALBEMARLE CORP | 234,771 | $31.7M | 0.5% |
| 56 | PNRPENTAIR PLC | 404,137 | $31.0M | 0.5% |
| 57 | NXPINXP SEMICONDUCTORS N V | 108,352 | $30.5M | 0.5% |
| 58 | KEYSKEYSIGHT TECHNOLOGIES INC | 85,700 | $30.0M | 0.5% |
| 59 | COHRCOHERENT CORP | 74,307 | $29.3M | 0.5% |
| 60 | ROPROPER TECHNOLOGIES INC | 86,475 | $29.3M | 0.5% |
| 61 | MTDMETTLER TOLEDO INTERNATIONAL | 22,658 | $28.9M | 0.5% |
| 62 | MKSIMKS INC. | 64,992 | $28.9M | 0.5% |
| 63 | HBMHUDBAY MINERALS INC | 1.2M | $28.9M | 0.5% |
| 64 | DOVDOVER CORP | 126,162 | $28.3M | 0.5% |
| 65 | CTASCINTAS CORP | 154,706 | $26.3M | 0.4% |
| 66 | QCOMQUALCOMM INC | 140,245 | $25.9M | 0.4% |
| 67 | NVDANVIDIA CORPORATION | 129,500 | $25.9M | 0.4% |
| 68 | AUGOAURA MINERALS INC | 407,000 | $25.6M | 0.4% |
| 69 | AWKAMERICAN WTR WKS CO INC NEW | 193,950 | $25.5M | 0.4% |
| 70 | ACMAECOM | 345,638 | $24.1M | 0.4% |
| 71 | MAIRMADISON AIR SOLUTIONS CORP | 611,307 | $23.8M | 0.4% |
| 72 | FIXCOMFORT SYS USA INC | 11,799 | $23.4M | 0.4% |
| 73 | WCCWESCO INTL INC | 65,400 | $22.6M | 0.4% |
| 74 | CDNSCADENCE DESIGN SYSTEM INC | 58,590 | $22.0M | 0.4% |
| 75 | TEXTEREX CORP NEW | 299,384 | $21.7M | 0.3% |
| 76 | TSLATESLA INC | 45,314 | $19.1M | 0.3% |
| 77 | SNOWSNOWFLAKE INC | 71,500 | $18.2M | 0.3% |
| 78 | CVCOCAVCO INDS INC DEL | 29,200 | $17.9M | 0.3% |
| 79 | TELTE CONNECTIVITY PLC | 87,430 | $17.6M | 0.3% |
| 80 | RSGREPUBLIC SVCS INC | 81,822 | $17.4M | 0.3% |
| 81 | VECOVEECO INSTRS INC DEL | 230,000 | $17.4M | 0.3% |
| 82 | GFLGFL ENVIRONMENTAL INC | 464,788 | $17.1M | 0.3% |
| 83 | AZZAZZ INC | 109,075 | $16.9M | 0.3% |
| 84 | AOSSMITH A O CORP | 253,170 | $15.9M | 0.3% |
| 85 | HSAIHESAI GROUP | 833,050 | $15.2M | 0.2% |
| 86 | CECOCECO ENVIRONMENTAL CORP | 165,171 | $15.0M | 0.2% |
| 87 | AVTRAVANTOR INC | 1.5M | $14.5M | 0.2% |
| 88 | CMCCOMMERCIAL METALS CO | 229,000 | $14.4M | 0.2% |
| 89 | BSYBENTLEY SYS INC | 456,240 | $13.6M | 0.2% |
| 90 | SPOTSPOTIFY TECHNOLOGY S A | 29,511 | $13.5M | 0.2% |
| 91 | SSDSIMPSON MFG INC | 63,500 | $13.3M | 0.2% |
| 92 | ICFIICF INTL INC | 164,188 | $12.0M | 0.2% |
| 93 | SNPSSYNOPSYS INC | 26,200 | $11.7M | 0.2% |
| 94 | BMIBADGER METER INC | 75,896 | $11.3M | 0.2% |
| 95 | CBRSCEREBRAS SYSTEMS INC | 45,000 | $9.9M | 0.2% |
| 96 | OCOWENS CORNING NEW | 60,000 | $9.5M | 0.2% |
| 97 | AMBAAMBARELLA INC | 106,242 | $9.1M | 0.1% |
| 98 | MWAMUELLER WTR PRODS INC | 348,669 | $9.0M | 0.1% |
| 99 | CSCOCISCO SYS INC | 72,000 | $8.5M | 0.1% |
| 100 | XPEVXPENG INC | 633,991 | $8.4M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.