Robert Bosch GmbH
Long book
$160.4M
Q1 2026
Positions
3
Top-10 weight
100%
concentration
Last quarter
+0.8%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsRobert Bosch GmbH is a diversified fundamental manager, specialised in technology (100% of the long book), running a $160.4M US long book across 3 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ADS-TEC ENERGY PLC, WERIDE INC-ADR, VIA TRANSPORTATION INC-CL A.
Over the last 6 quarters its long book ran on average 9.4pp per quarter behind the S&P 500, beating the index in 1 of 6 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-0.5%
Q1 2025
-8.0%
Q2 2025
-6.0%
Q3 2025
-3.5%
Q4 2025
-11.6%
Q1 2026
+0.8%
Sector allocation
Technology 100%
Long book by quarter
What does Robert Bosch own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 3 | $160.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 3 | $181.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 3 | $187.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 2 | $176.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 1 | $162.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 4 | $356.5M | canonical | SEC ↗ |