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Robert Bosch Portfolio holdings
AUM
$151M
Turnover
0%
1-Year Est. Return
11.73%
This Fund
S&P 500
This Quarter Est. Return
+61.4%
1 Year Est. Return
-11.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$357M
AUM Growth
–
Cap. Flow
+$302M
Cap. Flow % of AUM
Cap. Flow %
84.59%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ADS-TEC Energy
ADSE
|
+$145M |
| 2 |
WeRide Inc
WRD
|
+$102M |
| 3 |
Hesai Group
HSAI
|
+$53.9M |
| 4 |
Nikola Corporation Common Stock
NKLA
|
+$662K |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 45.52% |
| 2 | Consumer Discretionary | 29.74% |
| 3 | Technology | 24.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
ADS-TEC Energy
ADSE
$719M
| $162M | 45.52% |
+10,462,451
| New | +$145M |
2024 Q4
0 quarters
|
|
|
2
Hesai Group
HSAI
$2.27B
| $106M | 29.67% |
+7,653,252
| New | +$53.9M |
2024 Q4
0 quarters
|
|
|
3
WeRide Inc
WRD
$1.36B
| $88.2M | 24.74% |
+6,219,839
| New | +$102M |
2024 Q4
0 quarters
|
|
|
4
DELISTED
Nikola Corporation Common Stock
NKLA
| $276K | 0.08% |
+231,777
| New | +$662K |
2024 Q4
0 quarters
|
|
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Robert Bosch's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Robert Bosch, which disclosed 4 positions worth $357M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is ADS-TEC Energy: 10,462,451 shares worth $162M.
By sector, the portfolio is most concentrated in Industrials at 46% of assets, followed by Consumer Discretionary and Technology.
- Robert Bosch's largest Q4 2024 buy was ADS-TEC Energy: 10,462,451 shares worth $162M.
- Robert Bosch's ten largest holdings make up 100% of its $357M portfolio in Q4 2024.
- Robert Bosch disclosed 4 positions in Q4 2024, its first 13F filing on record.
Based on Robert Bosch's 13F filing for Q4 2024, filed 14 Feb 2025.