DOSSIER · 13F-HR · Q2 2026

Robert Bosch GmbH

$166M in tracked AUM across 3 positions as of Q2 2026.

RB
CIK 0001882360 · last filed Jun 30, 2026
Total AUM
$166M
as of Q2 2026
Holdings
3
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Robert Bosch GmbH’s 13F filing for the period ending September 30, 2025, reveals a highly concentrated and specialized investment portfolio totaling $147.19 million. The portfolio saw a significant reduction in value of 16.8% compared to the previous quarter, declining from $176.81 million. This shrinkage is attributable to both market performance and a strategic reallocation of capital. The portfolio is exceptionally narrow, comprising only two holdings. This lack of div...

Key Holdings

The portfolio is dominated by a single massive position in ADS TEC ENERGY PLC, which accounts for $125.55 million or 85.30% of the total assets. Bosch holds 10.46 million shares, indicating a controlling or highly influential stake. This heavy weighting suggests that ADS TEC Energy is a core strategic partner or subsidiary critical to Bosch’s future technological roadmap, particularly given the company's focus on fast-charging infrastructure for electric vehicles.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G0085J117
ADS TEC ENERGY PLC
$133M10.5M80.6%
02
WRD
WERIDE INC
$24M4.1M14.5%
03
VIA
VIA TRANSN INC
$8M450K4.9%

Filing history

2026Q2Jun 30
$166M 3.2%
3 positionsView →
2026Q1Mar 31
$160M 11.6%
3 positionsView →
2025Q4Dec 31
$181M 23.3%
3 positionsView →
2025Q3Sep 30
$147M 16.8%
2 positionsView →
2025Q2Jun 30
$177M 9.0%
2 positionsLocked
2025Q1Mar 31
$162M 54.5%
1 positionsLocked
2024Q4Dec 31
$357M
4 positionsLocked