Robeco Schweiz AG Q1 2024 Filing
Filed April 25, 2024
Portfolio Value
$5.7B
Holdings
120
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (120 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NKENIKE INC | 61,740 | $5.8B | 101.26% | |
| 102 | CDNSCADENCE DESIGN SYSTEM INC | 14,585 | $4.5B | 79.23% | |
| 103 | INVHINVITATION HOMES INC | 125,000 | $4.5B | 77.68% | |
| 104 | DELLDELL TECHNOLOGIES INC | 35,000 | $4.0B | 69.70% | |
| 105 | SNOWSNOWFLAKE INC | 22,600 | $3.7B | 63.73% | |
| 106 | EQIXEQUINIX INC | 4,300 | $3.5B | 61.93% | |
| 107 | AMDADVANCED MICRO DEVICES INC | 19,000 | $3.4B | 59.84% | |
| 108 | TREXTREX CO INC | 33,000 | $3.3B | 57.44% | |
| 109 | HUBBHUBBELL INC | 7,600 | $3.2B | 55.05% | |
| 110 | WCCWESCO INTL INC | 18,300 | $3.1B | 54.70% | |
| 111 | DTDYNATRACE INC | 62,000 | $2.9B | 50.25% | |
| 112 | COLMCOLUMBIA SPORTSWEAR CO | 34,846 | $2.8B | 49.37% | |
| 113 | SEDGSOLAREDGE TECHNOLOGIES INC | 39,100 | $2.8B | 48.43% | |
| 114 | CECOCECO ENVIRONMENTAL CORP | 118,950 | $2.7B | 47.78% | |
| 115 | NETCLOUDFLARE INC | 23,700 | $2.3B | 40.05% | |
| 116 | SHLSSHOALS TECHNOLOGIES GROUP IN | 187,400 | $2.1B | 36.56% | |
| 117 | ITWILLINOIS TOOL WKS INC | 6,000 | $1.6B | 28.10% | |
| 118 | —DESKTOP METAL INC | 1,091,704 | $960.7M | 16.77% | |
| 119 | FIXCOMFORT SYS USA INC | 2,500 | $794.3M | 13.86% | |
| 120 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 847 | $255.3M | 4.46% |
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