Robeco Schweiz AG

Q2 2024 13F-HR Holdings

Location
Zurich, V8
Holdings as of
6/30/2024
Date filed
8/8/2024
Form type
13F-HR
Num holdings
122
Total value ($000)
$5,207,290
Net value change ($000)
-523,053 (-9.1%)
New positions
9
Sold out positions
7
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ADI 59,170 123.0%
ENPH 31,249 NEW
ARM 30,064 18.7%
APG 29,605 NEW
ADSK 22,688 15.0%
SRCL 21,141 41.3%
FSLR 17,968 18.7%
AWK 15,883 20.3%
IR 14,964 46.2%
CECO 13,570 495.6%
Top Reduces (Value $000, Stocks/ETFs)
ON -55,852 -42.6%
ALB -42,327 -29.5%
RRX -40,772 -27.4%
MPWR -36,159 -23.6%
PTC -35,953 -21.6%
MTD -35,043 -50.5%
AKX -34,969 -92.4%
Ferguson (Jersey) Ltd -32,346 -27.3%
Avangrid, Inc. -32,031 -100.0%
XYL -31,175 -20.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type