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 VMI
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,281,706 | 33,240 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,466,052 | 33,471 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $17,394,343 | 44,862 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $17,931,958 | 54,910 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $19,155,461 | 67,125 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $24,032,194 | 78,365 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $25,109,959 | 86,601 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $37,797,254 | 137,720 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $33,073,434 | 144,881 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $35,226,151 | 150,855 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $21,938,619 | 91,331 | Shares | Defined | 2023-11-08 | |
| 2021-09-30 | $5,526,025 | 23,503 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $12,902,256 | 54,659 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $14,250,455 | 59,959 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $12,753,621 | 72,907 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,331,322 | 99,302 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $7,279,747 | 64,071 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $5,851,791 | 55,216 | Shares | Sole | 2020-04-10 | |
| No 13F history on record for this holder in this stock. | ||||||