Robeco Schweiz AG: 13F holdings
CIK 14184272026Q2
| Positions | 126 |
|---|---|
| Reported value | $6.2bn |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ARM ARM HOLDINGS PLC | 827,366 | $293.4m | 4.7% |
| MRVL MARVELL TECHNOLOGY INC | 960,706 | $286.2m | 4.6% |
| NVENT ELEC PLC | 1,450,021 | $245.9m | 3.9% |
| PWR QUANTA SVCS INC | 326,449 | $235.1m | 3.8% |
| VRT VERTIV HOLDINGS CO | 637,920 | $213.6m | 3.4% |
| ADI ANALOG DEVICES INC | 527,512 | $209.5m | 3.4% |
| RRX REGAL REXNORD CORPORATION | 705,873 | $168.1m | 2.7% |
| ON ON SEMICONDUCTOR CORP | 1,722,056 | $162.8m | 2.6% |
| LITE LUMENTUM HLDGS INC | 184,110 | $158.0m | 2.5% |
| FSLR FIRST SOLAR INC | 651,923 | $153.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1418427")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.