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13F-HR filed by Robeco Schweiz AG

Robeco Schweiz AG filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-28, with 126 holding rows worth $6,234,447,221.

Accession
0001418427-26-000003
Filed
2026-07-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A combination report, 126 entries on the cover page, a total value of $6,234,447,221 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,234,447,221 with VALUE read as dollars as filed, 13F file number 028-12627. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ARM HOLDINGS PLC042068205SPONSORED ADS827,366$293,359,163dollars as filed
MARVELL TECHNOLOGY INC573874104COM960,706$286,184,710dollars as filed
NVENT ELEC PLC SHSG6700G107Stock1,450,021$245,938,062dollars as filed
QUANTA SVCS INC74762E102COM326,449$235,056,338dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock637,920$213,588,374dollars as filed
Analog Devices,Inc.032654105COM527,512$209,511,941dollars as filed
REGAL REXNORD CORPORATION758750103COM705,873$168,131,890dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock1,722,056$162,803,174dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock184,110$157,977,428dollars as filed
FIRST SOLAR INC COM336433107Stock651,923$153,827,751dollars as filed
GENERAC HLDGS INC368736104COM481,609$141,019,931dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock909,862$139,172,491dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock1,007,585$133,837,515dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock96,033$132,752,178dollars as filed
POWER INTEGRATIONS INC COM739276103Stock1,340,404$112,272,239dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock865,627$103,130,801dollars as filed
ENPHASE ENERGY INC COM29355A107Stock2,061,745$101,520,323dollars as filed
AUTODESK INC COM052769106Stock512,880$99,714,130dollars as filed
XYLEM INC COM98419M100Stock813,451$96,158,043dollars as filed
BLOOM ENERGY CORP093712107COM316,637$95,846,020dollars as filed
Thermo Fisher Scientific Inc.883556102COM190,933$95,726,169dollars as filed
CARLISLE COS INC COM142339100Stock252,042$91,428,236dollars as filed
ITRON INC COM465741106Stock1,053,799$91,185,227dollars as filed
SOLV Energy Inc78475V103Class A Common Stock2,641,405$89,939,841dollars as filed
TETRA TECH INC NEW88162G103COM3,099,250$89,537,333dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock175,904$86,397,009dollars as filed
VERALTO CORP COM SHS92338C103Stock882,169$78,230,747dollars as filed
IDEX CORP COM45167R104Stock322,045$73,088,113dollars as filed
CORNING INC219350105COM283,378$72,383,243dollars as filed
FERGUSON ENTERPRISES INC COMMON STOCK NEW31488V107Stock275,959$65,493,349dollars as filed
TERADYNE INC COM880770102Stock129,176$62,500,516dollars as filed
ECOLAB INC COM278865100Stock216,974$60,451,126dollars as filed
Danaher Corporation235851102COM309,684$58,988,608dollars as filed
FERVO ENERGY CO CL A COM31556C106Stock1,969,224$57,560,418dollars as filed
WATERS CORP COM941848103Stock152,195$57,079,213dollars as filed
SUNRUN INC86771W105COM4,263,680$57,048,039dollars as filed
ONTO INNOVATION INC COM683344105Stock147,200$55,707,840dollars as filed
EMCOR GROUP INC COM29084Q100Stock65,460$54,323,945dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock150,522$50,899,014dollars as filed
Waste Management, Inc.94106L109COM220,405$49,123,866dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock1,179,201$47,899,144dollars as filed
VIAVI SOLUTIONS INC925550105COM896,000$42,784,000dollars as filed
ADVANCED DRAIN SYS INC DEL COM00790R104Stock271,735$42,651,526dollars as filed
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B556,152$41,177,494dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR538,880$40,356,723dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock303,571$38,249,946dollars as filed
API GROUP CORP COM STK00187Y100Stock891,999$37,776,158dollars as filed
SPX TECHNOLOGIES INC78473E103COM152,829$37,469,086dollars as filed
Texas Instruments Incorporated882508104COM122,184$36,419,385dollars as filed
Linde plcG54950103COM69,055$35,835,402dollars as filed
FORTUNE BRANDS INNOVATIONS INC COM34964C106Stock630,689$34,624,826dollars as filed
CORE & MAIN INC CL A21874C102Stock711,784$34,343,578dollars as filed
TIMKEN CO887389104COM235,190$34,177,811dollars as filed
WATTS WATER TECHNOLOGIES INC CL A942749102Stock85,114$33,317,875dollars as filed
ALBEMARLE CORP012653101COM234,771$31,701,128dollars as filed
PENTAIR PLC SHSG7S00T104Stock404,137$30,981,142dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock108,352$30,450,163dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock85,700$30,000,999dollars as filed
COHERENT CORP COM19247G107Stock74,307$29,311,883dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock86,475$29,262,275dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock22,658$28,945,822dollars as filed
MKS INC. COM55306N104Stock64,992$28,908,442dollars as filed
HUDBAY MINERALS INC COM443628102Stock1,223,000$28,875,030dollars as filed
DOVER CORP COM260003108Stock126,162$28,295,613dollars as filed
CINTAS CORP COM172908105Stock154,706$26,312,396dollars as filed
Qualcomm Incorporated747525103COM140,245$25,915,873dollars as filed
NVIDIA Corp67066G104COM129,500$25,911,655dollars as filed
AURA MINERALS INCG06973112SHS NEW407,000$25,620,650dollars as filed
AMERICAN WTR WKS CO INC NEW COM030420103Stock193,950$25,519,941dollars as filed
AECOM COM00766T100Stock345,638$24,125,532dollars as filed
MADISON AIR SOLUTIONS COCLASS A55658T105COMMON STOCK611,307$23,840,973dollars as filed
COMFORT SYS USA INC COM199908104Stock11,799$23,385,028dollars as filed
WESCO INTL INC COM95082P105Stock65,400$22,591,122dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock58,590$21,989,999dollars as filed
TEREX CORP NEW COM880779103Stock299,384$21,672,408dollars as filed
Tesla Motors, Inc88160R101COM45,314$19,059,068dollars as filed
SNOWFLAKE INC COM SHS833445109Stock71,500$18,196,750dollars as filed
CAVCO INDS INC DEL149568107COM29,200$17,939,896dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock87,430$17,626,762dollars as filed
REPUBLIC SVCS INC COM760759100Stock81,822$17,434,632dollars as filed
VEECO INSTRS INC DEL COM922417100Stock230,000$17,434,000dollars as filed
GFL ENVIRONMENTAL INC SUB VTG SHS36168Q104Stock464,788$17,099,551dollars as filed
AZZ INC COM002474104Stock109,075$16,912,079dollars as filed
SMITH A O CORP COM831865209Stock253,170$15,878,822dollars as filed
HESAI GROUP428050108SPONSORED ADS833,050$15,178,171dollars as filed
CECO ENVIRONMENTAL CORP125141101COM165,171$14,987,617dollars as filed
AVANTOR INC COM05352A100Stock1,465,796$14,511,381dollars as filed
COMMERCIAL METALS CO COM201723103Stock229,000$14,369,750dollars as filed
BENTLEY SYS INC COM CL B08265T208Stock456,240$13,637,014dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK29,511$13,549,385dollars as filed
SIMPSON MFG INC829073105COM63,500$13,293,725dollars as filed
ICF INTL INC44925C103COM164,188$11,962,738dollars as filed
SYNOPSYS INC COM871607107Stock26,200$11,687,034dollars as filed
BADGER METER INC COM056525108Stock75,896$11,261,448dollars as filed
CEREBRAS SYSTEMS INC COM CL A15675D103Stock45,000$9,945,000dollars as filed
OWENS CORNING NEW690742101COM60,000$9,537,600dollars as filed
AMBARELLA INCG037AX101SHS106,242$9,115,564dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock348,669$9,006,120dollars as filed
Cisco Systems,Inc.17275R102COM72,000$8,457,120dollars as filed
XPENG INC ADS98422D105ADR633,991$8,394,041dollars as filed
PTC INC COM69370C100Stock72,848$8,276,262dollars as filed
Advanced Micro Devices,Inc.007903107COM14,000$8,132,740dollars as filed
NOVANTA INC67000B104COM50,000$8,112,000dollars as filed
OSI SYSTEMS INC671044105COM36,500$7,982,550dollars as filed
SPROUTS FMRS MKT INC COM85208M102Stock92,000$7,781,360dollars as filed
MIRION TECHNOLOGIES INC60471A101COM CL A424,000$7,602,320dollars as filed
EMERSON ELEC CO COM291011104Stock52,825$7,561,899dollars as filed
SENSIENT TECHNOLOGIES CORP81725T100COM58,689$7,235,767dollars as filed
CVS Health Corporation126650100COM52,254$5,405,676dollars as filed
AbbVie,Inc.00287Y109COM21,142$5,320,173dollars as filed
UnitedHealth Group Inc91324P102COM10,949$4,550,733dollars as filed
ALCON AG ORD SHSH01301128Stock63,784$4,279,906dollars as filed
INTERNATIONAL FLAVORS&FRAGRANC COM459506101Stock42,395$3,358,532dollars as filed
Medtronic PlcG5960L103COM39,199$3,066,538dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock33,440$3,065,780dollars as filed
CLEAN HARBORS INC COM184496107Stock9,500$2,838,125dollars as filed
Eli Lilly and Company532457108COM1,627$1,951,473dollars as filed
CELESTICA INC COM15101Q207Stock5,000$1,824,000dollars as filed
DECKERS OUTDOOR CORP243537107COM17,640$1,751,476dollars as filed
Boston Scientific Corporation101137107COM38,807$1,656,283dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock5,943$1,564,555dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock43,893$1,554,690dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock16,529$1,495,213dollars as filed
MAXIMUS INC577933104COM21,222$1,140,895dollars as filed
VEEVA SYS INC CL A COM922475108Stock3,910$693,908dollars as filed
VITAL FARMS INC92847W103COM14,937$173,717dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001418427-26-000003this filing2026-07-28acceptance time not in the bulk data set