13F INSTITUTION · CIK
0002080520 · 2026-Q2 · filed Jul 23, 2026 AB
Abn Amro Investment Solutions
ABN AMRO INVESTMENT SOLUTIONS
$11.5B
13F long value · 2026-Q2 Positions616
CategoryAsset Manager
Quarters tracked8
● #475 of 581 by 13F value 1 NEW192 ADD58 2×+36 TRIM3 NEAR EXIT1 EXIT
Snapshot
Abn Amro Investment Solutions's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions?
616 (56 unmapped)
Latest 13F filed
Jul 23, 2026
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 81.7% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|
| NVDA | NVIDIA CORPORATION | 7.8% | $897.8M | 4.5M | +17.4% |
| MSFT | MICROSOFT CORP | 5.3% | $608.1M | 1.6M | +38.2% |
| AAPL | APPLE INC | 5.1% | $591.1M | 2.0M | +14.6% |
| AMZN | AMAZON COM INC | 3.3% | $378.5M | 1.6M | +5.3% |
| AVGO | BROADCOM INC | 3.2% | $365.0M | 966.1K | -6.7% |
| AMAT | APPLIED MATLS INC | 2.6% | $302.7M | 418.7K | -44.0% |
| GOOGL | ALPHABET INC | 2.6% | $301.4M | 843.4K | -4.2% |
| LLY | ELI LILLY & CO | 2.4% | $279.2M | 232.8K | -27.6% |
| — | LINDE PLC | 1.7% | $200.3M | 386.0K | — |
| BAC | BANK OF AMER CORP | 1.7% | $196.4M | 3.4M | -7.6% |
| V | VISA INC | 1.6% | $190.3M | 554.7K | +4.7% |
| PANW | PALO ALTO NETWORKS INC | 1.6% | $185.5M | 544.0K | -46.4% |
| AMD | ADVANCED MICRO DEVICES INC | 1.6% | $180.8M | 311.3K | +9.2% |
| ABBV | ABBVIE INC | 1.4% | $163.3M | 649.1K | +3.3% |
| SPGI | S&P GLOBAL INC | 1.4% | $160.9M | 395.2K | +7.4% |
Quarterly changes — 2026-Q2
What Abn Amro Investment Solutions opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|
| ADD | NVDA | NVIDIA CORPORATION | 2.8M | 4.5M | +61.2% | +$412.2M |
| ADD | MSFT | MICROSOFT CORP | 972.0K | 1.6M | +67.7% | +$248.3M |
| ADD | AAPL | APPLE INC | 1.5M | 2.0M | +33.3% | +$202.3M |
| ADD | AVGO | BROADCOM INC | 653.8K | 966.1K | +47.8% | +$162.6M |
| ADD | PANW | PALO ALTO NETWORKS INC | 374.4K | 544.0K | +45.3% | +$125.5M |
| ADD | LLY | ELI LILLY & CO | 169.2K | 232.8K | +37.6% | +$123.6M |
| 2×+ | V | VISA INC | 237.8K | 554.7K | +133.3% | +$118.5M |
| 2×+ | BAC | BANK OF AMER CORP | 1.6M | 3.4M | +113.4% | +$117.7M |
| 2×+ | ABBV | ABBVIE INC | 237.3K | 649.1K | +173.5% | +$111.7M |
| ADD | — | LINDE PLC | 195.1K | 386.0K | +97.8% | +$103.6M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.
NVDA 7.8% MSFT 5.3% AAPL 5.1% AMZN 3.3% AVGO 3.2% AMAT 2.6% GOOGL 2.6% LLY 2.4% BAC 1.7%