Robeco Schweiz AG
Top Portfolio Positions
126 positions ·
$4,728,552,427 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VRT |
Vertiv Holdings Co
Industrials
|
722,999 | $181,169,089 | 3.83% | |
| PWR |
Quanta Services, Inc.
Industrials
|
323,329 | $177,514,087 | 3.75% | |
| NVT |
nVent Electric plc
Industrials
|
1,424,388 | $168,476,612 | 3.56% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
1,007,404 | $152,400,077 | 3.22% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
214,826 | $150,971,119 | 3.19% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
1,117,545 | $127,377,779 | 2.69% | |
| FSLR |
First Solar, Inc.
Technology
|
645,692 | $127,369,203 | 2.69% | |
| ADI |
Analog Devices Inc
Technology
|
393,959 | $125,334,116 | 2.65% | |
| ADSK |
Autodesk, Inc.
Technology
|
513,027 | $122,818,663 | 2.60% | |
| ON |
On Semiconductor Corp
Technology
|
1,962,299 | $121,505,554 | 2.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CVCO
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,141,268 | 29,200 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,359,240 | 26,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $15,098,980 | 26,000 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $9,861,561 | 22,700 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $13,146,639 | 25,300 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $10,352,536 | 23,200 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $8,778,920 | 20,500 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $6,231,060 | 18,000 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $7,183,080 | 18,000 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $6,239,160 | 18,000 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,206,936 | 19,600 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $5,162,500 | 17,500 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,447,089 | 13,996 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $3,166,595 | 13,996 | Shares | Defined | 2023-02-07 | |
| 2022-03-31 | $3,629,609 | 15,070 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,085,576 | 16,010 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,116,218 | 8,939 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,986,156 | 8,939 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,609,050 | 7,132 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,251,309 | 7,132 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,027,767 | 5,700 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,237,904 | 6,419 | Shares | Sole | 2020-07-07 | |
| No 13F history on record for this holder in this stock. | ||||||