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Robert Bosch Portfolio holdings

AUM $160M
1-Year Est. Return 26.69%
This Fund
S&P 500
This Quarter Est. Return
+61.4%
1 Year Est. Return
-26.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$357M
AUM Growth
–
Cap. Flow
+$302M
Cap. Flow %
84.59%
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ADSE icon
ADS-TEC Energy
ADSE
+$145M
2
WRD
WeRide Inc
WRD
+$102M
3
HSAI
Hesai Group
HSAI
+$53.9M
4
NKLA
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
ADSE icon
1
ADS-TEC Energy
ADSE
$900M
$162M 45.52%
+10,462,451
New +$145M
HSAI
2
Hesai Group
HSAI
$2.36B
$106M 29.67%
+7,653,252
New +$53.9M
WRD
3
WeRide Inc
WRD
$1.97B
$88.2M 24.74%
+6,219,839
New +$102M
NKLA
4
DELISTED
Nikola Corporation Common Stock
NKLA
$276K 0.08%
+231,777
New +$662K

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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.