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Robert Bosch Portfolio holdings

AUM $151M
1-Year Est. Return 11.73%
This Fund
S&P 500
This Quarter Est. Return
+5.73%
1 Year Est. Return
-11.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$166M
AUM Growth
+$5.15M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
4.3 quarters
Top 10 Avg Time Held
4.3 quarters
Top 20 Avg Time Held
4.3 quarters

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 80.6%
2 Technology 19.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ADSE icon
1
ADS-TEC Energy
ADSE
$690M
$133M 80.6%
10,462,451
– –
2024 Q4
6 quarters
WRD icon
2
WeRide Inc
WRD
$1.53B
$23.9M 14.47%
4,114,784
– –
2025 Q2
4 quarters
VIA icon
3
Via Transportation Inc
VIA
$2.7B
$8.16M 4.93%
450,001
– –
2025 Q3
3 quarters

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Robert Bosch's Q2 2026 Portfolio in Review

As of Q2 2026, Robert Bosch held 3 positions worth $166M, up 3.2% from $160M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Robert Bosch opened no new positions and made no exits, leaving the 3-position portfolio largely intact.

By sector, the portfolio is most concentrated in Industrials at 81% of assets, up from 75% a quarter earlier, followed by Technology.

  • Robert Bosch's ten largest holdings make up 100% of its $166M portfolio in Q2 2026.
  • Robert Bosch opened 0 new positions and closed 0 in Q2 2026.
  • Robert Bosch's portfolio value rose 3.2% quarter-over-quarter to $166M.

Based on Robert Bosch's 13F filing for Q2 2026, filed 23 Jul 2026.