We are live on ! Find out more
RB

Robert Bosch Portfolio holdings

AUM $160M
1-Year Est. Return 26.69%
This Fund
S&P 500
This Quarter Est. Return
-3.29%
1 Year Est. Return
-26.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$162M
AUM Growth
-$194M
Cap. Flow
-$194M
Cap. Flow %
-119.7%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
3

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
HSAI
Hesai Group
HSAI
+$106M
2
WRD
WeRide Inc
WRD
+$88.2M
3
NKLA
Nikola Corporation Common Stock
NKLA
+$276K

Sector Composition

Rank Sector Weight
1 Industrials 100%
2 Consumer Discretionary 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADSE icon
1
ADS-TEC Energy
ADSE
$900M
$162M 100%
10,462,451
– –
HSAI
2
Hesai Group
HSAI
$2.36B
– –
-7,653,252
Closed -$106M
WRD
3
WeRide Inc
WRD
$1.97B
– –
-6,219,839
Closed -$88.2M
NKLA
4
DELISTED
Nikola Corporation Common Stock
NKLA
– –
-231,777
Closed -$276K

Similar funds

MWM
Mittelman Wealth Management Andover, Massachusetts $160M AUM 13.59% 1-Year Est. Return
TA
TPG Advisors Northfield, Illinois $160M AUM 16.16% 1-Year Est. Return
CF
CBM Financial Austin, Texas $160M AUM
PCC
Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $160M AUM
RCWM
Royal Capital Wealth Management Carmel, Indiana $161M AUM 18.42% 1-Year Est. Return
TPW
Turn8 Private Wealth Pointe Claire $160M AUM 25.13% 1-Year Est. Return
LCA
Legend Capital Advisors New York $160M AUM

Robert Bosch's Q1 2025 Portfolio in Review

As of Q1 2025, Robert Bosch held 4 positions worth $162M, down 54% from $357M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Robert Bosch withdrew a net $194M in Q1 2025, closing 3 positions. Its most notable exit was Hesai Group, an estimated $106M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 100% of assets, up from 46% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Robert Bosch fully exited Hesai Group in Q1 2025, selling an estimated $106M.
  • Robert Bosch's ten largest holdings make up 100% of its $162M portfolio in Q1 2025.
  • Robert Bosch opened 0 new positions and closed 3 in Q1 2025.
  • Robert Bosch's portfolio value fell 54% quarter-over-quarter to $162M.

Based on Robert Bosch's 13F filing for Q1 2025, filed 14 May 2025.