Robeco Schweiz AG Discloses 13F Portfolio for Period Ending September 30, 2026

Robeco Schweiz AG has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Meyong-Hee Sim, the Deputy Head of Long & Short Equity at Robeco Institutional Asset Management B.V., details the firm's U.S. equity portfolio.

The report lists a total of 135 securities held by the firm. The aggregate value of the portfolio is reported as $5,548,425,859. The filing indicates that the firm holds these securities in its capacity as an investment adviser.

The portfolio is diversified across various sectors, with notable positions including:

• Advanced Drainage Systems Inc.: 26,500,000 shares valued at $34,399,231.
• Applied Industrial Technologies Inc.: 1,103,000 shares valued at $37,039,702.
• Arm Holdings plc Sponsored ADS: 777,229 shares valued at $225,132,152.
• Aura Minerals Inc. Shs New: 473,190 shares valued at $37,230,589.
• Autodesk Inc. Com: 519,726 shares valued at $109,524,778.
• Bentley Systems Inc. Com Cl B: 740,000 shares valued at $24,236,823.
• Cadence Design Systems Inc. Com: 57,180 shares valued at $18,879,978.
• Cisco Systems Inc. Com: 157,600 shares valued at $16,962,488.
• Coherent Corp. Com: 69,600 shares valued at $20,031,576.
• Corning Inc. Com: 185,000 shares valued at $28,445,600.
• First Solar Inc. Com: 626,438 shares valued at $109,726,880.
• Flowserve Corp. Com: 17,850 shares valued at $1,305,192.
• Generac Hldgs Inc. Com: 462,782 shares valued at $95,772,734.
• Hudbay Minerals Inc. Com: 1,253,650 shares valued at $33,447,382.
• Idex Corp. Com: 232,238 shares valued at $54,240,089.
• ITron Inc. Com: 1,029,717 shares valued at $88,905,766.
• Lattice Semiconductor Corp. Com: 874,292 shares valued at $109,828,561.
• Lumentum Hldgs Inc. Com: 175,239 shares valued at $170,202,631.
• Marvell Technology Inc. Com: 834,248 shares valued at $220,416,664.
• Monolithic Pwr Sys Inc. Com: 89,007 shares valued at $119,912,011.
• NextPower Inc. Com: 1,721,087 shares valued at $134,124,310.
• Nvent Elec PLC Shs: 1,399,162 shares valued at $224,383,610.
• Nvidia Corporation Com: 129,500 shares valued at $29,575,210.
• ON Semiconductor Corp. Com: 1,658,310 shares valued at $127,474,289.
• Pentair PLC Shs: 488,000 shares valued at $27,859,334.
• Pony AI Inc Sponsored ADS: 1,512,000 shares valued at $9,888,480.
• Power Integrations Inc. Com: 1,288,004 shares valued at $66,718,607.
• Procore Technologies Inc. Com: 1,165,061 shares valued at $60,256,955.
• Qualcomm Inc. Com: 156,569 shares valued at $28,814,959.
• Quanta Svcs Inc. Com: 326,135 shares valued at $209,544,999.
• Regal Rexnord Corporation Com: 678,280 shares valued at $105,208,011.
• Republic Svcs Inc. Com: 138,856 shares valued at $31,202,842.
• Samsara Inc. Com Cl A: 359,500 shares valued at $13,707,735.
• Sensient Technologies Corp. Com: 58,689 shares valued at $7,671,826.
• Smith A O Corp Com: 231,000 shares valued at $13,356,082.
• Snowflake Inc. Com Shs: 30,400 shares valued at $10,322,624.
• SolV Energy Inc. Com Shs Cl A: 2,538,139 shares valued at $60,966,099.
• Spotify Technology S A Shs: 29,511 shares valued at $14,383,071.
• Sprouts Fmrs Mkt Inc Com: 137,200 shares valued at $9,103,220.
• Stmicroelectronics N V NY Registry: 511,064 shares valued at $27,270,375.
• Sunrun Inc. Com: 5,478,228 shares valued at $42,565,832.
• Synopsys Inc. Com: 36,800 shares valued at $16,005,792.
• Tetra Tech Inc New Com: 2,224,000 shares valued at $76,494,842.
• Teradyne Inc. Com: 148,153 shares valued at $59,396,020.
• Terex Corp New Com: 291,903 shares valued at $15,732,660.
• Thermo Fisher Scientific Inc. Com: 134,372 shares valued at $95,004,512.
• Timken Co Com: 516,703 shares valued at $60,325,076.
• Trane Technologies PLC Shs: 169,032 shares valued at $76,399,083.
• Trimble Inc Com: 27,762 shares valued at $3,928,426.
• UnitedHealth Group Inc. Com: 9,804 shares valued at $3,598,852.
• Vertiv Holdings Co Com Cl A: 666,809 shares valued at $160,907,679.
• Via Transn Inc Com Cl A: 253,700 shares valued at $7,674,425.
• Viavi Solutions Inc. Com: 754,500 shares valued at $31,628,640.
• Waste Mgmt Inc Del Com: 156,131 shares valued at $34,782,227.
• Waters Corp Com: 125,283 shares valued at $56,351,767.
• Watts Water Technologies Inc Cl A: 55,000 shares valued at $21,603,209.
• Waystar Hldg Corp Com: 55,141 shares valued at $1,397,273.
• Wesco Intl Inc Com: 46,000 shares valued at $16,541,140.
• Workday Inc Cl A: 38,200 shares valued at $7,275,572.
• Xpeng Inc Ads: 622,691 shares valued at $5,952,926.
• Xylem Inc Com: 703,371 shares valued at $75,205,330.
• Zebra Technologies Corporati Cl A: 4,884 shares valued at $1,823,246.