Institutional Manager · CIK 0001418427
Robeco Schweiz AG
ZURICH, V8 · File #028-12627
Latest AUM
$4.46B
Positions
129
Top-10 Concentration
36.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 2025129 pos · $4.46B
- 13F COMBINATION REPORTQ/E Sep 2025128 pos · $4.45B
- 13F COMBINATION REPORTQ/E Jun 2025126 pos · $4.33B
- 13F COMBINATION REPORTQ/E Mar 2025129 pos · $4.06B
- 13F COMBINATION REPORTQ/E Dec 2024120 pos · $4.68B
- 13F COMBINATION REPORTQ/E Sep 2024120 pos · $5.34B
- 13F COMBINATION REPORTQ/E Jun 2024122 pos · $5.21B
- 13F COMBINATION REPORTQ/E Mar 2024120 pos · $5.73B
- 13F COMBINATION REPORTQ/E Dec 2023122 pos · $5.92B
- 13F COMBINATION REPORTQ/E Sep 2023120 pos · $6.71B
- 13F COMBINATION REPORTQ/E Jun 2023121 pos · $6.19B
- 13F COMBINATION REPORTQ/E Mar 2023119 pos · $5.47B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AUTODESK INC | ADSK | 507,280 | $150.2M | 4.29% |
| 2 | LUMENTUM HLDGS INC | LITE | 400,097 | $147.5M | 4.21% |
| 3 | NVENT ELECTRIC PLC | NVT | 1,411,365 | $143.9M | 4.11% |
| 4 | AGILENT TECHNOLOGIES INC | A | 1,049,058 | $142.7M | 4.08% |
| 5 | VERTIV HOLDINGS CO | VRT | 873,883 | $141.6M | 4.05% |
| 6 | FIRST SOLAR INC | FSLR | 539,078 | $140.8M | 4.02% |
| 7 | QUANTA SVCS INC | 74762E102 | 320,061 | $135.1M | 3.86% |
| 8 | XYLEM INC | XYL | 762,259 | $103.8M | 2.97% |
| 9 | MONOLITHIC PWR SYS INC | 609839105 | 95,018 | $86.1M | 2.46% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 1,156,128 | $84.1M | 2.40% |
| 11 | AVANTOR INC | AVTR | 7,280,961 | $83.4M | 2.38% |
| 12 | ANALOG DEVICES INC | ADI | 305,297 | $82.8M | 2.37% |
| 13 | REGAL REXNORD CORPORATION | RRX | 567,335 | $79.6M | 2.27% |
| 14 | CARLISLE COS INC | 142339100 | 247,111 | $79.0M | 2.26% |
| 15 | NEXTPOWER INC | NXT | 905,310 | $78.9M | 2.25% |
| 16 | TETRA TECH INC NEW | TTEK | 2,347,104 | $78.7M | 2.25% |
| 17 | MARVELL TECHNOLOGY INC | MRVL | 922,851 | $78.4M | 2.24% |
| 18 | IDEX CORP | 45167R104 | 412,636 | $73.4M | 2.10% |
| 19 | VERALTO CORP | VLTO | 733,011 | $73.1M | 2.09% |
| 20 | ARM HOLDINGS PLC | 042068205 | 662,665 | $72.4M | 2.07% |