ABN AMRO INVESTMENT SOLUTIONS

PARIS CEDEX 008, I0 · CIK 2080520 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityABN AMRO INVESTMENT SOLUTIONS (FR)
Part of ABN AMRO Bank N.V. (NL)

Others nearbyLondon

As an employer

In the UK

FCA-authorised companies1
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
ABN AMRO CLEARING LONDON LIMITED Private Limited CompanyFCA: Authorised · deals	London			Authoriseddeals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$11.5bn reported value +50.4% vs Q1 2026

616positions

35.7%in top 10

48 new 425 added 142 reduced 61 sold out vs Q1 2026

This report includes the holdings of 12 other managers that share the investment decisions:

Amundi – files its own report too; $6.5bn of shares are in both
ABN AMRO Bank N.V. – files its own report too; $4.1bn of shares are in both
PARNASSUS INVESTMENTS, LLC – files its own report too; $3.8bn of shares are in both
Candriam S.C.A. – files its own report too; $2.2bn of shares are in both
Boston Common Asset Management, LLC – files its own report too; $836.5m of shares are in both
Aristotle Capital Management, LLC – files its own report too; $726.5m of shares are in both
River Road Asset Management, LLC – files its own report too; $329.3m of shares are in both
M&G PLC – files its own report too; $132.5m of shares are in both

4 more

PZENA INVESTMENT MANAGEMENT LLC – files its own report too; $9.1m of shares are in both
Boston Trust Walden Inc. – reports through this filing
Numeric Investors LLC – reports through this filing
BNP Paribas Asset Management Holding S.A. – no 13F of its own this quarter

Also in the report of:

River Road Asset Management, LLC – $329.3m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	4,486,854	$897.8m7.78%	7.78%	Added +1.7m	+1,702,766 61.2%
2	MICROSOFT CORP COM MSFT	MSFT	1,630,287	$608.1m5.27%	5.27%	Added +658.3k	+658,297 67.7%
3	APPLE INC COM AAPL	AAPL	2,042,718	$591.1m5.12%	5.12%	Added +510.9k	+510,864 33.4%
4	AMAZON COM INC COM AMZN	AMZN	1,588,037	$378.5m3.28%	3.28%	Added +121.8k	+121,764 8.3%
5	BROADCOM INC COM AVGO	AVGO	966,145	$365.0m3.16%	3.16%	Added +312.4k	+312,374 47.8%
6	APPLIED MATLS INC COM AMAT	AMAT	418,651	$302.7m2.62%	2.62%	Reduced -19.7k	-19,741 -4.5%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	843,394	$301.4m2.61%	2.61%	Reduced -46.4k	-46,375 -5.2%
8	ELI LILLY & CO COM LLY	LLY	232,754	$279.2m2.42%	2.42%	Added +63.6k	+63,603 37.6%
9	LINDE PLC SHS LIN	LIN	385,968	$200.3m1.74%	1.74%	Added +190.9k	+190,860 97.8%
10	BANK AMERICA CORP COM BAC	BAC	3,447,416	$196.4m1.70%	1.70%	Added +1.8m	+1,832,227 113.4%
11	VISA INC COM CL A V	V	554,740	$190.3m1.65%	1.65%	Added +317.0k	+316,981 133.3%
12	PALO ALTO NETWORKS INC COM PANW	PANW	543,970	$185.5m1.61%	1.61%	Added +169.5k	+169,525 45.3%
13	ADVANCED MICRO DEVICES INC COM AMD	AMD	311,262	$180.8m1.57%	1.57%	Reduced -46.8k	-46,756 -13.1%
14	ABBVIE INC COM ABBV	ABBV	649,098	$163.3m1.42%	1.42%	Added +411.8k	+411,780 173.5%
15	S&P GLOBAL INC COM SPGI	SPGI	395,201	$160.9m1.39%	1.39%	Added +183.7k	+183,692 86.8%
16	TRANE TECHNOLOGIES PLC SHS TT	TT	305,286	$149.9m1.30%	1.30%	Added +133.9k	+133,853 78.1%
17	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	300,346	$143.4m1.24%	1.24%	Reduced -106.3k	-106,299 -26.1%
18	STRYKER CORPORATION COM SYK	SYK	414,338	$130.5m1.13%	1.13%	Added +210.8k	+210,771 103.5%
19	JPMORGAN CHASE & CO COM JPM	JPM	383,145	$125.4m1.09%	1.09%	Added +60.0k	+60,034 18.6%
20	GE VERNOVA INC COM GEV	GEV	99,554	$117.0m1.01%	1.01%	Added +41.2k	+41,200 70.6%
21	KLA CORP COM NEW KLAC	KLAC	365,654	$110.3m0.96%	0.96%	Reduced -78.1k	-78,056 -17.6%
22	NETFLIX INC COM NFLX	NFLX	1,533,728	$109.5m0.95%	0.95%	Added +803.1k	+803,118 109.9%
23	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	1,131,262	$104.2m0.90%	0.90%	Added +691.6k	+691,613 157.3%
24	XYLEM INC COM XYL	XYL	854,445	$101.0m0.88%	0.88%	Added +483.8k	+483,818 130.5%
25	META PLATFORMS INC CL A META	META	179,145	$100.9m0.87%	0.87%	Added +33.3k	+33,272 22.8%
26	EQUINIX INC COM EQIX	EQIX	94,920	$98.9m0.86%	0.86%	Added +67.8k	+67,789 249.9%
27	MICRON TECHNOLOGY INC COM MU	MU	85,455	$98.6m0.85%	0.85%	Added +11.5k	+11,521 15.6%
28	MASTERCARD INCORPORATED CL A MA	MA	184,520	$94.8m0.82%	0.82%	Added +7.8k	+7,829 4.4%
29	QUANTA SVCS INC COM PWR	PWR	123,545	$89.0m0.77%	0.77%	Added +76.2k	+76,192 160.9%
30	TJX COS INC NEW COM TJX	TJX	576,977	$87.4m0.76%	0.76%	Added +437.7k	+437,689 314.2%
31	TESLA INC COM TSLA	TSLA	193,269	$81.3m0.70%	0.70%	Added +34.4k	+34,423 21.7%
32	DEERE & CO COM DE	DE	122,533	$77.7m0.67%	0.67%	Reduced -26.6k	-26,615 -17.8%
33	WASTE MGMT INC DEL COM WM	WM	331,967	$74.0m0.64%	0.64%	Reduced -36.5k	-36,488 -9.9%
34	JOHNSON & JOHNSON COM JNJ	JNJ	270,314	$68.7m0.59%	0.59%	Added +105.9k	+105,941 64.5%
35	COSTCO WHSL CORP NEW COM COST	COST	73,333	$68.6m0.59%	0.59%	Added +11.7k	+11,748 19.1%
36	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	126,330	$63.3m0.55%	0.55%	Added +6.5k	+6,508 5.4%
37	HOME DEPOT INC COM HD	HD	173,155	$61.1m0.53%	0.53%	Reduced -37.8k	-37,795 -17.9%
38	GRAINGER W W INC COM GWW	GWW	44,835	$61.0m0.53%	0.53%	Reduced -6.2k	-6,153 -12.1%
39	PROCTER AND GAMBLE CO COM PG	PG	412,353	$60.5m0.52%	0.52%	Added +19.6k	+19,576 5.0%
40	EXXON MOBIL CORP COM XOM	XOM	432,463	$59.1m0.51%	0.51%	Added +129.9k	+129,883 42.9%
41	LAM RESEARCH CORP COM NEW LRCX	LRCX	134,707	$58.4m0.51%	0.51%	Added +9.9k	+9,903 7.9%
42	VEEVA SYS INC CL A COM VEEV	VEEV	320,121	$56.8m0.49%	0.49%	Added +230.4k	+230,392 256.8%
43	DANAHER CORPORATION COM DHR	DHR	297,041	$56.6m0.49%	0.49%	Reduced -46.6k	-46,614 -13.6%
44	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	479,823	$56.0m0.48%	0.48%	Added +386.0k	+385,988 411.4%
45	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	70,279	$53.6m0.46%	0.46%	Reduced -2.6k	-2,600 -3.6%
46	BLACKROCK INC COM BLK	BLK	55,428	$53.3m0.46%	0.46%	Added +2.4k	+2,402 4.5%
47	UBER TECHNOLOGIES INC COM UBER	UBER	722,077	$52.1m0.45%	0.45%	Added +170.3k	+170,338 30.9%
48	DOORDASH INC CL A DASH	DASH	277,341	$51.2m0.44%	0.44%	Added +254.7k	+254,658 1122.7%
49	SYNOPSYS INC COM SNPS	SNPS	111,493	$49.7m0.43%	0.43%	Added +537	+537 0.5%
50	REALTY INCOME CORP COM O	O	797,672	$49.4m0.43%	0.43%	Reduced -223.6k	-223,556 -21.9%
51	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	389,754	$48.0m0.42%	0.42%	Reduced -22.8k	-22,817 -5.5%
52	AUTOZONE INC COM AZO	AZO	14,139	$45.2m0.39%	0.39%	Reduced -1.3k	-1,303 -8.4%
53	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	183,412	$43.5m0.38%	0.38%	Added +2.5k	+2,458 1.4%
54	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	86,322	$43.2m0.37%	0.37%	Added +15.5k	+15,501 21.9%
55	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	84,631	$42.0m0.36%	0.36%	Added +16.4k	+16,415 24.1%
56	MARRIOTT INTL INC NEW CL A MAR	MAR	111,812	$41.4m0.36%	0.36%	Reduced -16.0k	-15,984 -12.5%
57	CISCO SYS INC COM CSCO	CSCO	347,034	$40.8m0.35%	0.35%	Added +61.6k	+61,562 21.6%
58	MONSTER BEVERAGE CORP NEW COM MNST	MNST	423,868	$40.7m0.35%	0.35%	Added +31.3k	+31,281 8.0%
59	AGNICO EAGLE MINES LTD COM AEM	AEM	260,585	$40.4m0.35%	0.35%	New
60	MERCK & CO INC COM MRK	MRK	309,009	$39.7m0.34%	0.34%	Added +75.4k	+75,355 32.2%
61	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	86,054	$39.5m0.34%	0.34%	Added +30.5k	+30,509 54.9%
62	HUBBELL INC COM HUBB	HUBB	74,736	$39.1m0.34%	0.34%	Added +59.1k	+59,079 377.3%
63	EDWARDS LIFESCIENCES CORP COM EW	EW	425,838	$38.5m0.33%	0.33%	Added +272.8k	+272,807 178.3%
64	MARVELL TECHNOLOGY INC COM MRVL	MRVL	129,289	$38.5m0.33%	0.33%	Reduced -22.1k	-22,085 -14.6%
65	INTEL CORP COM INTC	INTC	270,985	$37.8m0.33%	0.33%	Added +37.8k	+37,802 16.2%
66	ORACLE CORP COM ORCL	ORCL	238,527	$35.0m0.30%	0.30%	Reduced -13.4k	-13,360 -5.3%
67	VULCAN MATLS CO COM VMC	VMC	112,847	$33.3m0.29%	0.29%	Added +105.7k	+105,747 1489.4%
68	MCDONALDS CORP COM MCD	MCD	121,464	$32.8m0.28%	0.28%	Added +10.1k	+10,072 9.0%
69	CATERPILLAR INC COM CAT	CAT	30,796	$32.8m0.28%	0.28%	Added +4.9k	+4,881 18.8%
70	GILEAD SCIENCES INC COM GILD	GILD	256,386	$32.4m0.28%	0.28%	Added +84.3k	+84,336 49.0%
71	SHERWIN WILLIAMS CO COM SHW	SHW	93,188	$32.1m0.28%	0.28%	Added +5.1k	+5,053 5.7%
72	MARSH & MCLENNAN COS INC COM MRSH	MRSH	188,883	$31.5m0.27%	0.27%	Added +2.5k	+2,475 1.3%
73	DATADOG INC CL A COM DDOG	DDOG	119,646	$31.2m0.27%	0.27%	Reduced -65.6k	-65,618 -35.4%
74	MORGAN STANLEY COM NEW MS	MS	148,712	$31.1m0.27%	0.27%	Reduced -5.7k	-5,711 -3.7%
75	WALMART INC COM WMT	WMT	273,242	$30.9m0.27%	0.27%	Added +45.5k	+45,484 20.0%
76	UNITEDHEALTH GROUP INC COM UNH	UNH	72,210	$30.0m0.26%	0.26%	Added +12.5k	+12,533 21.0%
77	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	131,346	$28.4m0.25%	0.25%	Added +10.4k	+10,404 8.6%
78	HDFC BANK LTD SPONSORED ADS HDB	HDB	1,097,164	$28.3m0.25%	0.25%	Reduced -401.8k	-401,774 -26.8%
79	MERCADOLIBRE INC COM MELI	MELI	16,017	$27.2m0.24%	0.24%	Added +3.0k	+2,979 22.9%
80	CRH PLC ORD CRH	CRH	244,386	$26.1m0.23%	0.23%	Added +147.6k	+147,571 152.4%
81	WABTEC COM WAB	WAB	92,106	$24.8m0.22%	0.22%	Reduced -10.0k	-9,979 -9.8%
82	GE AEROSPACE COM NEW GE	GE	65,781	$24.6m0.21%	0.21%	Added +21.5k	+21,483 48.5%
83	COCA COLA CO COM KO	KO	299,175	$24.3m0.21%	0.21%	Added +36.2k	+36,223 13.8%
84	PEPSICO INC COM PEP	PEP	173,167	$23.4m0.20%	0.20%	Added +49.0k	+48,972 39.4%
85	COGNIZANT TECHNOLOGY SOLUTIO CL A CTSH	CTSH	597,044	$23.1m0.20%	0.20%	Added +476.6k	+476,583 395.6%
86	FIRST SOLAR INC COM FSLR	FSLR	95,714	$22.6m0.20%	0.20%	Added +2.0k	+2,023 2.2%
87	VERIZON COMMUNICATIONS INC COM VZ	VZ	523,625	$22.2m0.19%	0.19%	Added +47.3k	+47,312 9.9%
88	ARISTA NETWORKS INC COM SHS ANET	ANET	130,316	$22.1m0.19%	0.19%	Added +5.9k	+5,890 4.7%
89	WELLTOWER INC COM WELL	WELL	95,332	$21.6m0.19%	0.19%	Added +10.4k	+10,357 12.2%
90	CHEVRON CORP NEW COM CVX	CVX	128,365	$21.3m0.18%	0.18%	Added +35.2k	+35,235 37.8%
91	ECOLAB INC COM ECL	ECL	75,400	$21.0m0.18%	0.18%	Added +3.3k	+3,253 4.5%
92	QUEST DIAGNOSTICS INC COM DGX	DGX	98,878	$21.0m0.18%	0.18%	Added +22.5k	+22,518 29.5%
93	TEXAS INSTRS INC COM TXN	TXN	69,951	$20.9m0.18%	0.18%	Added +22.0k	+21,963 45.8%
94	GOLDMAN SACHS GROUP INC COM GS	GS	20,524	$20.8m0.18%	0.18%	Added +3.2k	+3,247 18.8%
95	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	21,263	$20.5m0.18%	0.18%	Added +7.2k	+7,191 51.1%
96	AMGEN INC COM AMGN	AMGN	56,533	$20.5m0.18%	0.18%	Reduced -1.6k	-1,640 -2.8%
97	QUALCOMM INC COM QCOM	QCOM	110,253	$20.4m0.18%	0.18%	Added +16.5k	+16,536 17.6%
98	CITIGROUP INC COM NEW C	C	138,142	$19.3m0.17%	0.17%	Added +38.4k	+38,412 38.5%
99	DISNEY WALT CO COM DIS	DIS	199,531	$19.2m0.17%	0.17%	Reduced -72.5k	-72,454 -26.6%
100	BEIGENE LTD SPONSORED ADR ONC	ONC	65,524	$18.7m0.16%	0.16%	Added +18.0k	+17,960 37.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TECK RESOURCES LTD TECK	TECK	344,196	$17.8m344.2k shares
SLM CORP SLM	SLM	427,576	$9.2m427.6k shares
COMPANHIA DE SANEAMENTO BASI SBS	SBS	1,084,070	$6.6m1.1m shares
LITHIUM ARGENTINA AG LAR	LAR	948,297	$6.3m948.3k shares
RENEW ENERGY GLOBAL PLC RNW	RNW	959,751	$4.4m959.8k shares
NOKIA CORP NOK	NOK	424,941	$3.4m424.9k shares
MONDAY COM LTD MNDY	MNDY	31,319	$2.2m31.3k shares
HUBSPOT INC HUBS	HUBS	7,408	$1.8m7.4k shares
HORMEL FOODS CORP HRL	HRL	49,846	$1.1m49.8k shares
DUPONT DE NEMOURS INC DWDP	DWDP	8,144	$1.1m8.1k shares
AECOM ACM	ACM	12,804	$1.1m12.8k shares
HOLOGIC INC HOLX	HOLX	11,384	$860.5k11.4k shares
PDD HOLDINGS INC PDD	PDD	8,300	$848.1k8.3k shares
BUILDERS FIRSTSOURCE INC BLDR	BLDR	9,961	$820.1k10.0k shares
OKLO INC OKLO	OKLO	13,738	$681.3k13.7k shares
STANDARDAERO INC SARO	SARO	24,822	$641.2k24.8k shares
HEALTHPEAK PROPERTIES INC DOC	DOC	35,970	$591.0k36.0k shares
H WORLD GROUP LTD HTHT 3 05.01.26	HTHT 3 05.01.26	400,000	$543.2k400.0k shares
CEMEX SAB DE CV CX	CX	39,601	$453.0k39.6k shares
AKAMAI TECHNOLOGIES INC AKAM 1.125 02.15.29	AKAM 1.125 02.15.29	380,000	$435.5k380.0k shares
BILIBILI INC BILI	BILI	19,120	$431.3k19.1k shares
AMERICAN WTR CAP CORP AWK 3.625 06.15.26	AWK 3.625 06.15.26	400,000	$403.7k400.0k shares
EQUITABLE HLDGS INC EQH	EQH	10,704	$397.2k10.7k shares
ON SEMICONDUCTOR CORP ON 0 05.01.27	ON 0 05.01.27	300,000	$387.6k300.0k shares
THE TRADE DESK INC TTD	TTD	16,633	$377.4k16.6k shares