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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $70.2B AUM 842 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 381 Added 317 Reduced 49 Exited
Page 42 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BRIGHTSTAR LOTTERY PLC 21,074.0 $268K NEW $12.74
822 CORPAY INC 892.0 $260K -186.0 -17.2% $290.99
823 IQ IQIYI INC Communication Services 189,544.0 $256K -1.2M -86.2% $1.35 -22.2%
824 SOFI SOFI TECHNOLOGIES INC Financial Services 15,960.0 $253K -8K -34.7% $15.88 +3.9%
825 CRC CALIFORNIA RES CORP Energy 3,630.0 $251K NEW $69.22 -13.3%
826 HELE HELEN OF TROY LTD Consumer Defensive 16,967.0 $245K $14.42 +75.2%
827 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,577.0 $241K NEW $152.51 +4.6%
828 PLMR PALOMAR HLDGS INC Financial Services 2,002.0 $239K -7K -78.4% $119.50 -10.6%
829 IMTX IMMATICS N.V Healthcare 24,034.0 $236K NEW $9.84 -6.3%
830 LYFT LYFT INC Technology 17,552.0 $233K -10K -35.5% $13.30 +5.4%
831 PHI PLDT INC Communication Services 11,085.0 $233K -4K -26.7% $21.04 -16.1%
832 RMAX RE/MAX HLDGS INC Real Estate 39,086.0 $225K $5.76 +62.3%
833 ALRM ALARM COM HLDGS INC Technology 4,951.0 $214K -113.0 -2.2% $43.19 +3.9%
834 NWS NEWS CORP NEW Communication Services 7,448.0 $212K $28.51 +8.8%
835 PRG PROG HOLDINGS INC Industrials 7,398.0 $212K +320.0 +4.5% $28.69 +25.0%
836 BKE BUCKLE INC Consumer Cyclical 3,998.0 $201K $50.36 -11.4%
837 RMR RMR GROUP INC Real Estate 12,643.0 $196K $15.47 +32.8%
838 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 11,652.0 $162K $13.88 +20.3%
839 AVPT AVEPOINT INC Technology 11,465.0 $109K -432.0 -3.6% $9.51 +12.3%
840 UGP ULTRAPAR PARTICIPACOES SA Energy 19,234.0 $106K $5.51 -13.6%
Page 42 of 43  ·  842 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 13.1%
Communication Services 11.1%
Healthcare 10.7%
Consumer Cyclical 9.6%
Industrials 6.8%
Consumer Defensive 4.7%
Basic Materials 3.5%
Energy 3.3%
Real Estate 1.8%