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 SFM
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,726,450 | 165,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,195,714 | 90,319 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,487,507 | 68,819 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $12,388,172 | 75,244 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $11,552,711 | 75,686 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $10,942,124 | 86,111 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $11,594,264 | 105,011 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $8,772,671 | 104,861 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $6,781,812 | 105,177 | Shares | Defined | 2024-04-25 | |
| 2020-12-31 | $1,479,741 | 73,619 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,904,630 | 91,000 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,405,460 | 94,000 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $2,055,552 | 110,573 | Shares | Sole | 2020-04-10 | |
| No 13F history on record for this holder in this stock. | ||||||