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Robert Bosch GmbH

ROBERT BOSCH PLATZ 1, GERLINGEN SCHILLERHOEHE 70839 • 248 876 64 30

Q3 2025 · Filed 2025-11-13
Market Value
$188M
+6.3%
Holdings
3
+1
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
33.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VIA 11.51% 0.00% +11.51% $22M
WRD 21.68% 18.34% +3.34% $41M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ADSE 66.81% 81.66% -14.85% $126M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Industrials 75.0%
Technology 25.0%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $41M 21.7%
Small Cap 2 $147M 78.3%

Portfolio Analytics

Avg Market Cap
$1.4B
Median Market Cap
$1.2B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.27
# Stocks
3
# ETFs / Funds
0

Top Holdings (3 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ADSE 66.81% 10,462,451 $126M $12.00 -$19M
2 WRD 21.68% 4,114,784 $41M $9.90 $8M
3 VIA 11.51% 450,001 $22M $48.08 +450,001 NEW

New Positions

SymbolValue% Port
VIA $22M 11.51%
View SEC EDGAR Filings for Robert Bosch GmbH →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms