# EDGAR Filing Document

**Accession Number:** 0001418427
**File Stem:** 0001418427-26-000002
**Filing Date:** 2026-5
**Character Count:** 18162
**Document Hash:** 0382a5ce6c57656cd0166af7a6af16cf
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001418427-26-000002.hdr.sgml**: 20260507

**ACCESSION NUMBER**: 0001418427-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260507

**DATE AS OF CHANGE**: 20260507

**EFFECTIVENESS DATE**: 20260507

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Robeco Schweiz AG
- **CENTRAL INDEX KEY:** 0001418427

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** V8
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12627
- **FILM NUMBER:** 26951663

**BUSINESS ADDRESS:**
- **STREET 1:** JOSEFSTRASSE 218
- **CITY:** ZURICH
- **STATE:** V8
- **ZIP:** 8005
- **BUSINESS PHONE:** 0041-44-653 10 10

**MAIL ADDRESS:**
- **STREET 1:** JOSEFSTRASSE 218
- **CITY:** ZURICH
- **STATE:** V8
- **ZIP:** 8005

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Robeco Switzerland Ltd.
- **DATE OF NAME CHANGE:** 20210428

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ROBECOSAM AG
- **DATE OF NAME CHANGE:** 20130722

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SAM Sustainable Asset Management Ltd.
- **DATE OF NAME CHANGE:** 20071114

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Robeco Schweiz AG<br>**Address:** Josefstrasse 218<br>ZURICH, V8 8005

**Form 13F File Number:** 028-12627

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Patrick Glaser<br>**Title:** Legal  Compliance Officer<br>**Phone:** 4-144-653-1205

**Signature, Place, and Date of Signing:**

/s/  Patrick Glaser  Zurich, V8  05-07-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 3

**Form 13F Information Table Entry Total:** 126

**Form 13F Information Table Value Total:** $4728551952

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                                       | Form 13F File Number   | CRD Number   | SEC File Number   |
|---:|:---|:---|:---|:---|
|     1 | Robeco Institutional Asset Management B.V. | 028-12635              |  |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 4598174 | 21142 | SH |  | SOLE |  | 21142 | 0 | 0 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | BBG001SH4LQ0 | 42291441 | 308404 | SH |  | SOLE |  | 300977 | 0 | 7427 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 4373745 | 21500 | SH |  | SOLE |  | 21500 | 0 | 0 |
| AECOM | COM | 00766T100 | BBG001SKTTF1 | 31547697 | 371937 | SH |  | SOLE |  | 363318 | 0 | 8619 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | BBG001SCTQY4 | 127377779 | 1117545 | SH |  | SOLE |  | 1091713 | 0 | 25832 |
| ALBEMARLE CORP | COM | 012653101 | BBG001S7SBP9 | 34992551 | 194912 | SH |  | SOLE |  | 194912 | 0 | 0 |
| ALCON AG | ORD SHS | H01301128 | BBG00NPWGYR0 | 5297030 | 70299 | SH |  | SOLE |  | 70299 | 0 | 0 |
| AMBARELLA INC | SHS | G037AX101 | BBG001V1SN18 | 5361327 | 104154 | SH |  | SOLE |  | 104154 | 0 | 0 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | BBG001SPHYW3 | 24965166 | 183446 | SH |  | SOLE |  | 179000 | 0 | 4446 |
| ANALOG DEVICES INC | COM | 032654105 | BBG001S5ND38 | 125334116 | 393959 | SH |  | SOLE |  | 393959 | 0 | 0 |
| API GROUP CORP | COM STK | 00187Y100 | BBG00HVV7984 | 42466338 | 1048034 | SH |  | SOLE |  | 1023000 | 0 | 25034 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | BBG001S5NK14 | 41130437 | 155022 | SH |  | SOLE |  | 152900 | 0 | 2122 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | BBG01J1GY084 | 152400078 | 1007404 | SH |  | SOLE |  | 1007404 | 0 | 0 |
| AURA MINERALS INC | SHS NEW | G06973112 | BBG001S5ZWZ8 | 23337600 | 286000 | SH |  | SOLE |  | 286000 | 0 | 0 |
| AUTODESK INC | COM | 052769106 | BBG001S5SCD4 | 122818664 | 513027 | SH |  | SOLE |  | 509266 | 0 | 3761 |
| AVANTOR INC | COM | 05352A100 | BBG00G2HHYF5 | 32845962 | 4189536 | SH |  | SOLE |  | 4090000 | 0 | 99536 |
| AZZ INC | COM | 002474104 | BBG001S9QNK6 | 7082358 | 56600 | SH |  | SOLE |  | 56600 | 0 | 0 |
| BADGER METER INC | COM | 056525108 | BBG001S5P8Q2 | 21541223 | 141393 | SH |  | SOLE |  | 137929 | 0 | 3464 |
| BENTLEY SYS INC | COM CL B | 08265T208 | BBG001SBWGV7 | 10133419 | 288537 | SH |  | SOLE |  | 282000 | 0 | 6537 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | BBG001T53509 | 35376574 | 261101 | SH |  | SOLE |  | 261101 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | BBG001S63L94 | 2777566 | 44264 | SH |  | SOLE |  | 44264 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 13525587 | 43700 | SH |  | SOLE |  | 43700 | 0 | 0 |
| BROOKFIELD RENEWABLE CORP | CL A EX SUB VTG | 11285B108 | BBG01RJ2Q8X2 | 53453015 | 1342029 | SH |  | SOLE |  | 1342029 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | BBG001S65YK1 | 11114800 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| CARLISLE COS INC | COM | 142339100 | BBG001S5Q6R4 | 83281227 | 249629 | SH |  | SOLE |  | 249629 | 0 | 0 |
| CAVCO INDS INC DEL | COM | 149568107 | BBG001SJQBM8 | 14141268 | 29200 | SH |  | SOLE |  | 29200 | 0 | 0 |
| CECO ENVIRONMENTAL CORP | COM | 125141101 | BBG001S6PJV0 | 11841108 | 198743 | SH |  | SOLE |  | 193904 | 0 | 4839 |
| CENCORA INC | COM | 03073E105 | BBG001S8X7P0 | 21361520 | 68000 | SH |  | SOLE |  | 68000 | 0 | 0 |
| CINTAS CORP | COM | 172908105 | BBG001S7CRG1 | 26166973 | 154706 | SH |  | SOLE |  | 151000 | 0 | 3706 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 5586480 | 72000 | SH |  | SOLE |  | 72000 | 0 | 0 |
| CLEAN HARBORS INC | COM | 184496107 | BBG001S5PW98 | 2723935 | 9500 | SH |  | SOLE |  | 9500 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 | BBG001S5S6N6 | 27251224 | 114400 | SH |  | SOLE |  | 114400 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 | BBG001S5PVM5 | 2924326 | 34311 | SH |  | SOLE |  | 34311 | 0 | 0 |
| COMFORT SYS USA INC | COM | 199908104 | BBG001SB1GG8 | 43402331 | 31474 | SH |  | SOLE |  | 31000 | 0 | 474 |
| COMMERCIAL METALS CO | COM | 201723103 | BBG001S5PXG8 | 10105235 | 164500 | SH |  | SOLE |  | 164500 | 0 | 0 |
| CORE  MAIN INC | CL A | 21874C102 | BBG01163K3R5 | 37582730 | 760784 | SH |  | SOLE |  | 743000 | 0 | 17784 |
| CORNING INC | COM | 219350105 | BBG001S5RLH1 | 35692125 | 262500 | SH |  | SOLE |  | 262500 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 | BBG001S5QBD8 | 4435675 | 61761 | SH |  | SOLE |  | 61761 | 0 | 0 |
| DANAHER CORP DEL | COM | 235851102 | BBG001S5QGT0 | 54582238 | 287881 | SH |  | SOLE |  | 281000 | 0 | 6881 |
| DECKERS OUTDOOR CORP | COM | 243537107 | BBG001S7GXB9 | 1765588 | 17640 | SH |  | SOLE |  | 17640 | 0 | 0 |
| DOVER CORP | COM | 260003108 | BBG001S5QL46 | 27132269 | 130162 | SH |  | SOLE |  | 127000 | 0 | 3162 |
| ECOLAB INC | COM | 278865100 | BBG001S5QRB5 | 49535052 | 186208 | SH |  | SOLE |  | 181919 | 0 | 4289 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 1326308 | 1442 | SH |  | SOLE |  | 1442 | 0 | 0 |
| EMCOR GROUP INC | COM | 29084Q100 | BBG001S5QVG1 | 47443801 | 64260 | SH |  | SOLE |  | 63200 | 0 | 1060 |
| EMERSON ELEC CO | COM | 291011104 | BBG001S5QVT7 | 6921132 | 52825 | SH |  | SOLE |  | 52825 | 0 | 0 |
| ENPHASE ENERGY INC | COM | 29355A107 | BBG001V28NC6 | 39778956 | 1052075 | SH |  | SOLE |  | 1052075 | 0 | 0 |
| FABRINET | SHS | G3323L100 | BBG001SP57F4 | 5110896 | 9800 | SH |  | SOLE |  | 9800 | 0 | 0 |
| FEDERAL SIGNAL CORP | COM | 313855108 | BBG001S5RD98 | 26105753 | 241407 | SH |  | SOLE |  | 235653 | 0 | 5754 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | BBG01NMRD786 | 54281468 | 232708 | SH |  | SOLE |  | 228500 | 0 | 4208 |
| FIRST SOLAR INC | COM | 336433107 | BBG001S991Z7 | 127369204 | 645692 | SH |  | SOLE |  | 645692 | 0 | 0 |
| FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | BBG001THLZ70 | 25201470 | 646689 | SH |  | SOLE |  | 631000 | 0 | 15689 |
| GENERAC HLDGS INC | COM | 368736104 | BBG001T5VGH6 | 93173582 | 477006 | SH |  | SOLE |  | 477006 | 0 | 0 |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | 36168Q104 | BBG003FD9W80 | 24072565 | 577003 | SH |  | SOLE |  | 563000 | 0 | 14003 |
| H2O AMERICA | COM | 784305104 | BBG001S5W3N8 | 359471 | 6127 | SH |  | SOLE |  | 6127 | 0 | 0 |
| HESAI GROUP | SPONSORED ADS | 428050108 | BBG01CCYDDZ3 | 16068161 | 840385 | SH |  | SOLE |  | 840385 | 0 | 0 |
| HUDBAY MINERALS INC | COM | 443628102 | BBG001SL27N7 | 18830900 | 901000 | SH |  | SOLE |  | 901000 | 0 | 0 |
| ICF INTL INC | COM | 44925C103 | BBG001S6L7P7 | 11503315 | 176188 | SH |  | SOLE |  | 172000 | 0 | 4188 |
| IDEX CORP | COM | 45167R104 | BBG001S67N14 | 71852908 | 379071 | SH |  | SOLE |  | 370000 | 0 | 9071 |
| INGERSOLL RAND INC | COM | 45687V106 | BBG002R1CW36 | 6241348 | 77900 | SH |  | SOLE |  | 77900 | 0 | 0 |
| INTERNATIONAL FLAVORS | COM | 459506101 | BBG001S5S5F7 | 4221467 | 58187 | SH |  | SOLE |  | 58187 | 0 | 0 |
| ITRON INC | COM | 465741106 | BBG001S6DJQ9 | 85304008 | 951735 | SH |  | SOLE |  | 948263 | 0 | 3472 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | BBG019C1BQS3 | 38607842 | 303330 | SH |  | SOLE |  | 296000 | 0 | 7330 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | BBG0059FN820 | 22166045 | 78500 | SH |  | SOLE |  | 78500 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | BBG001S6C0G2 | 83592066 | 901165 | SH |  | SOLE |  | 901165 | 0 | 0 |
| LINDE PLC | SHS | G54950103 | BBG01FND0CH6 | 21723212 | 43818 | SH |  | SOLE |  | 43818 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 | BBG0073F9RS8 | 150971120 | 214826 | SH |  | SOLE |  | 214826 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | BBG00ZXBJ162 | 119088509 | 1202307 | SH |  | SOLE |  | 1202307 | 0 | 0 |
| MAXIMUS INC | COM | 577933104 | BBG001S6G4K5 | 2012996 | 31404 | SH |  | SOLE |  | 31404 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 | BBG001S5T2S9 | 5117809 | 59063 | SH |  | SOLE |  | 59063 | 0 | 0 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | BBG001SB87G1 | 21331937 | 16914 | SH |  | SOLE |  | 16500 | 0 | 414 |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | BBG00VHJ1KB3 | 4275700 | 230000 | SH |  | SOLE |  | 230000 | 0 | 0 |
| MKS INC. | COM | 55306N104 | BBG001SBB6Q8 | 10479336 | 45600 | SH |  | SOLE |  | 45600 | 0 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | BBG001SDRGP6 | 103860596 | 94993 | SH |  | SOLE |  | 94993 | 0 | 0 |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | BBG001SNQZ91 | 9584911 | 348669 | SH |  | SOLE |  | 340000 | 0 | 8669 |
| NEXTPOWER INC | CLASS A COM | 65290E101 | BBG00835TQ17 | 103452152 | 858168 | SH |  | SOLE |  | 858168 | 0 | 0 |
| NVENT ELEC PLC | SHS | G6700G107 | BBG00GNT7B03 | 168476613 | 1424388 | SH |  | SOLE |  | 1424388 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 22584800 | 129500 | SH |  | SOLE |  | 129500 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | BBG001SF62F6 | 20916572 | 106251 | SH |  | SOLE |  | 106251 | 0 | 0 |
| ON HLDG AG | NAMEN AKT A | H5919C104 | BBG00LQK89G5 | 1636158 | 48094 | SH |  | SOLE |  | 48094 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | BBG001SF7RS6 | 121505554 | 1962299 | SH |  | SOLE |  | 1962299 | 0 | 0 |
| ONTO INNOVATION INC | COM | 683344105 | BBG001S5THX0 | 23521529 | 114700 | SH |  | SOLE |  | 114700 | 0 | 0 |
| OSI SYSTEMS INC | COM | 671044105 | BBG001SB1J54 | 9691115 | 36500 | SH |  | SOLE |  | 36500 | 0 | 0 |
| OWENS CORNING NEW | COM | 690742101 | BBG001SQ7PD2 | 2218510 | 20500 | SH |  | SOLE |  | 20500 | 0 | 0 |
| PENTAIR PLC | SHS | G7S00T104 | BBG001S69VB3 | 25535077 | 293136 | SH |  | SOLE |  | 286000 | 0 | 7136 |
| POWER INTEGRATIONS INC | COM | 739276103 | BBG001S73RW3 | 44552704 | 870170 | SH |  | SOLE |  | 870170 | 0 | 0 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | BBG0026ZJ313 | 66572067 | 1167931 | SH |  | SOLE |  | 1167931 | 0 | 0 |
| PTC INC | COM | 69370C100 | BBG001S6DNK6 | 10179913 | 71443 | SH |  | SOLE |  | 71443 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 17709955 | 137521 | SH |  | SOLE |  | 137521 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 | BBG001S5VH85 | 177514087 | 323329 | SH |  | SOLE |  | 323329 | 0 | 0 |
| REGAL REXNORD CORPORATION | COM | 758750103 | BBG001S5VL68 | 107323762 | 573127 | SH |  | SOLE |  | 573127 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 | BBG001S9DL33 | 16825554 | 76822 | SH |  | SOLE |  | 76822 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | BBG001S9B362 | 26469081 | 74801 | SH |  | SOLE |  | 72990 | 0 | 1811 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | BBG001SF0100 | 10443508 | 120818 | SH |  | SOLE |  | 120818 | 0 | 0 |
| SIMPSON MFG INC | COM | 829073105 | BBG001SB9QN0 | 7551280 | 44000 | SH |  | SOLE |  | 44000 | 0 | 0 |
| SMITH A O CORP | COM | 831865209 | BBG001S5NRY3 | 17749070 | 269170 | SH |  | SOLE |  | 263000 | 0 | 6170 |
| SNOWFLAKE INC | COM SHS | 833445109 | BBG007DHGNK2 | 14704950 | 97500 | SH |  | SOLE |  | 97500 | 0 | 0 |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | BBG001S7G2C6 | 49898539 | 616488 | SH |  | SOLE |  | 616488 | 0 | 0 |
| SOLV ENERGY INC | COM SHS CL A | 78475V103 | BBG01ZPFR7L2 | 30177267 | 1004904 | SH |  | SOLE |  | 1004904 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | BBG003T4VFD1 | 12869511 | 26540 | SH |  | SOLE |  | 26540 | 0 | 0 |
| SPROUTS FMRS MKT INC | COM | 85208M102 | BBG001V0MZS0 | 12726450 | 165000 | SH |  | SOLE |  | 165000 | 0 | 0 |
| SPX TECHNOLOGIES INC | COM | 78473E103 | BBG001S5W9N5 | 14338297 | 71713 | SH |  | SOLE |  | 70000 | 0 | 1713 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | BBG001S5WDM7 | 18256151 | 528398 | SH |  | SOLE |  | 528398 | 0 | 0 |
| SUNRUN INC | COM | 86771W105 | BBG0025XVR94 | 57263026 | 4222937 | SH |  | SOLE |  | 4222937 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 | BBG001S5VTR8 | 16057440 | 40500 | SH |  | SOLE |  | 40500 | 0 | 0 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | BBG01Q08MMX4 | 17920747 | 85737 | SH |  | SOLE |  | 85737 | 0 | 0 |
| TERADYNE INC | COM | 880770102 | BBG001S5WMZ3 | 40240294 | 135736 | SH |  | SOLE |  | 135736 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 16516853 | 44430 | SH |  | SOLE |  | 44430 | 0 | 0 |
| TETRA TECH INC NEW | COM | 88162G103 | BBG001S5YYH5 | 68891970 | 2287250 | SH |  | SOLE |  | 2232000 | 0 | 55250 |
| TEXAS INSTRS INC | COM | 882508104 | BBG001S5WYZ7 | 24078602 | 124027 | SH |  | SOLE |  | 124027 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 64249361 | 130713 | SH |  | SOLE |  | 127872 | 0 | 2841 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | BBG001S5SBV6 | 72605276 | 174222 | SH |  | SOLE |  | 174222 | 0 | 0 |
| TRIMBLE INC | COM | 896239100 | BBG001S5SZP0 | 411014 | 6301 | SH |  | SOLE |  | 6301 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 4095109 | 15134 | SH |  | SOLE |  | 15134 | 0 | 0 |
| VALMONT INDS INC | COM | 920253101 | BBG001S5X650 | 13281706 | 33240 | SH |  | SOLE |  | 32448 | 0 | 792 |
| VEEVA SYS INC | CL A COM | 922475108 | BBG001TX0CB4 | 686831 | 3910 | SH |  | SOLE |  | 3910 | 0 | 0 |
| VERALTO CORP | COM SHS | 92338C103 | BBG019Q32XK7 | 75183349 | 850298 | SH |  | SOLE |  | 830000 | 0 | 20298 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | BBG00L2B8LM7 | 181169089 | 722999 | SH |  | SOLE |  | 722999 | 0 | 0 |
| VIAVI SOLUTIONS INC | COM | 925550105 | BBG001S92GV5 | 21964800 | 660000 | SH |  | SOLE |  | 660000 | 0 | 0 |
| VITAL FARMS INC | COM | 92847W103 | BBG006XWWBM5 | 287384 | 20353 | SH |  | SOLE |  | 20353 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 | BBG001S5XH47 | 39243076 | 170778 | SH |  | SOLE |  | 166846 | 0 | 3932 |
| WATERS CORP | COM | 941848103 | BBG001S8MDG9 | 43142882 | 144872 | SH |  | SOLE |  | 141581 | 0 | 3291 |
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | BBG001S6N6Y7 | 18297559 | 63032 | SH |  | SOLE |  | 61500 | 0 | 1532 |
| WESCO INTL INC | COM | 95082P105 | BBG001SCRP78 | 9576700 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| XPENG INC | ADS | 98422D105 | BBG00WKJG3N6 | 10634977 | 621565 | SH |  | SOLE |  | 621565 | 0 | 0 |
| XYLEM INC | COM | 98419M100 | BBG001V05C73 | 83372402 | 697677 | SH |  | SOLE |  | 681000 | 0 | 16677 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | BBG001S6SX73 | 348536 | 1667 | SH |  | SOLE |  | 1667 | 0 | 0 |

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