1y return−17.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $76 against $127 in the S&P 500.2
Robert Bosch GmbHS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Ads Tec Energy PLCCUSIP G0085J117 | $133.4M | 80.6% | |
| WRDWeride Inc | $23.9M | 14.5% | |
| VIAVia Transn Inc | $8.2M | 4.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Ads Tec Energy PLCCUSIP G0085J117 | December 31, 2024 | −17.8% | $133.4M |
| WRDWeride Inc | June 30, 2025 | −26.1% | $23.9M |
| VIAVia Transn Inc | September 30, 2025 | −62.3% | $8.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.2% | +14.8% |
| March 31, 2026 | −11.6% | −4.6% |
| December 31, 2025 | −3.5% | +2.4% |
| September 30, 2025 | −6.0% | +7.8% |
| June 30, 2025 | −8.0% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Robert Bosch GmbH Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1882360&type=13F-HR&dateb=&owner=include&count=40CIK 1882360
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1882360/000095014226002148/Filed July 23, 2026 · accession 0000950142-26-002148