account_balance
Investment manager · 13F filer · SEC CIK 1418427
Robeco Schweiz AG
Reported value$6.23Bas of Jun 30, 2026
Positions126 9 new, 9 sold out
Top 10 weight34.1%ARM alone is 5%
FiledJul 2828 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ARMArm Holdings PLC
4.7%Trimmed −18%
MRVLMarvell Technology Inc
4.6%Trimmed −20%
NVTNvent Elec PLC
3.9%
PWRQuanta SVCS Inc
3.8%
VRTVertiv Holdings Co
3.4%Trimmed −12%
ADIAnalog Devices Inc
3.4%Added +34%
RRXRegal Rexnord Corporation
2.7%Added +23%
ONOn Semiconductor Corp
2.6%Trimmed −12%
LITELumentum Hldgs Inc
2.5%Trimmed −14%
FSLRFirst Solar Inc
2.5%
GNRCGenerac Hldgs Inc
2.3%
LSCC2.2%ARM4.7%MRVL4.6%NVT3.9%
PWRQuanta SVCS Inc
3.8%
VRTVertiv Holdings Co
3.4%Trimmed −12%
ADIAnalog Devices Inc
3.4%Added +34%
RRX2.7%ON2.6%LITE2.5%FSLR2.5%GNRC2.3%LSCC2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ARM Arm Holdings PLC 4.7% Trimmed −18%MRVL Marvell Technology Inc 4.6% Trimmed −20%NVT Nvent Elec PLC 3.9% HeldPWR Quanta SVCS Inc 3.8% HeldVRT Vertiv Holdings Co 3.4% Trimmed −12%ADI Analog Devices Inc 3.4% Added +34%RRX Regal Rexnord Corporation 2.7% Added +23%ON On Semiconductor Corp 2.6% Trimmed −12%LITE Lumentum Hldgs Inc 2.5% Trimmed −14%FSLR First Solar Inc 2.5% HeldGNRC Generac Hldgs Inc 2.3% HeldLSCC Lattice Semiconductor Corp 2.2% Held
What changed