ROBECO INSTITUTIONAL ASSET MANAGEMENT B V – Q3 2026 PF Holdings AUM: $82.80B NEWLY BOUGHT Top-25: #GGAL #MKSI #MATX #LXP #CON #LECO #MSM #BBAR #PBI #TWST #STZ #CNK #ETON #LSTR #ICHR #EZPW #TDG #DCO #HNGE #MOH #SKHY #CCK #RNG #SN #HSIC INCREASED Top-25: #META #GOOG #JPM #AMAT #LLY #ABBV #IBN #V #AMD #CSCO #LRCX #CMI #KO #BAC #C #NEM #INTC #TMO #MS #FTNT #HDB #UNH #ABNB #ADBE #VZ NO-CHANGE Top-25: #BRK.A #CUBE #DVA #AMH #KRC #GWRE #VOYA #TTMI #ALC #YUMC #CIG #AGX #FIGS #ESRT #WU #GLBE #CRS #BAND #OMF #BXDC #HSAI #SIRI #LTC #MMYT #MAT REDUCED Top-25: #NVDA #AAPL #MSFT #GOOGL #AMZN #AVGO #MU #ADI #ANET #INFY #TSLA #KLAC #GILD #JNJ #MA #BMY #VRT #BNY #GEV #VALE #PANW #TRV #ITUB #TSM #GM SOLD-OFF Top-15: #ROKU #ALLE #NYT #AMRZ #EQT #CRTO #CNH #SUI #PNR #RYN #LINC #ARE #KLAR #DV #SEB Positive Returns (YTD): #ROKU:+43% #CNH:+26% #DV:+25% #ALLE:+16% #EQT:+4% Negative Returns (YTD): #KLAR:-53% #PNR:-37% #CRTO:-27% #AMRZ:-25% #ARE:-18% #SEB:-12% #LINC:-11% #RYN:-10% #SUI:-7% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q3 2026 net investment value - Returns are presented on a YTD basis