申报分析
Robeco Institutional Asset Management B.V.
13F-HR · 期间 Q2 2026 · 已申报 Jul 21, 2026
$81.42B13F报告持仓市值
837持仓明细
2包含的其他管理人
+57新增
354已增持
369减持
−63已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| MDLN Medline Inc. | $64.17M | 0.1% |
| SPCX Space Exploration… | $30.05M | 0.0% |
| CGNX Cognex Corporation | $29.01M | 0.0% |
| FDXF FedEx Freight Holding… | $23.60M | 0.0% |
| DOW Dow Inc. | $21.73M | 0.0% |
| BMA | $16.49M | 0.0% |
| LYB LyondellBasell Industries N.V. | $11.73M | 0.0% |
| FR First Industrial Realty… | $9.11M | 0.0% |
| MXL MaxLinear, Inc. | $6.62M | 0.0% |
| TDY Teledyne Technologies… | $5.68M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +5.2% | $1.18B |
| AMAT Applied Materials, Inc. | ▲ Add | +11.7% | $1.42B |
| NVDA NVIDIA Corporation | ▲ Add | +1.9% | $5.35B |
| GOOGL Alphabet Inc. | ▲ Add | +2.8% | $3.34B |
| AAPL Apple Inc. | ▲ Add | +2.8% | $4.26B |
| AMZN Amazon.com, Inc. | ▲ Add | +12.5% | $2.26B |
| AVGO Broadcom Inc. | ▲ Add | +15.5% | $1.71B |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +19.9% | $635.03M |
| CMI Cummins Inc. | ▲ Add | +111.5% | $688.02M |
| INTC Intel Corp. | ▲ Add | +73.9% | $523.37M |
数据来源: 元数据来源于 EDGAR 表单索引；分析基于已解析信息表（本季度最新接受版本）。非编辑性评述——仅为计算字段。