RB
Robert Bosch GmbH 13F Holdings & Position Changes (Q3 2026)
Robert Bosch GmbHCIK: 0001882360
Concentrated strategyQuality / disciplined sizingLong-term holder
Total reported value
$150.5M
Reporting period: 2026-09-30 · Number of holdings: 3
Robert Bosch GmbH disclosed 3 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $150.5M and a quarterly turnover rate of 16.4%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 16.36
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 6
- Sizing Uniformity
- 88.77
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim G0085J117
0.0% -$18.3M
Add VIA
0.0% $5.4M
Add WRD
0.0% -$2.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ads Tec Energy PLC | Stock-Other | 76.44% | -4.16% | — | |
| 2 | WRD | Weride Inc-adr | Stock-Other | 14.51% | +0.04% | — | |
| 3 | VIA | Via Transportation Inc-cl A | Stock-Other | 9.04% | +4.11% | — |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q4 2026
—
Performance Last 4 Quarters
—
Based on 3 months of available history
Based on 19% of reported portfolio value with available pricing
- Stdev
- +62.4%
- Beta
- +3
- Alpha
- -77.2%
- Max Drawdown
- -6.8%
- Annualized Perf
- -61.3%
- Batting Avg vs S&P
- +33.3%
- Sortino
- -1.53
- Stutzer
- —
- Treynor
- -0.26
- Sterling
- —
- Calmar
- -9.09
- Information Ratio
- -1.85
- Tracking Error
- +41.7%
- Stdev Down
- +50.5%
- Winning Months %
- +33.3%
- Losing Months %
- +66.7%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.49
- Sharpe
- -1.24
- Stdev Sectors
- —
- Skewness
- +0.03
- Kurtosis
- -1.5
- Upside Potential
- +0.93
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIA | Via Transportation Inc-cl A | +4.1% | — | Unchanged |
| 2 | WRD | Weride Inc-adr | 0% | — | Unchanged |
| 3 | ✓ | Ads Tec Energy PLC | -4.2% | — | Unchanged |
Filing History
FAQ
What is Robert Bosch GmbH and what type of investor is it?
Robert Bosch GmbH is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $150.5M, spread across 3 disclosed positions.
What are Robert Bosch GmbH's largest equity positions?
Based on the latest 13F filing, Robert Bosch GmbH's top holdings by market value are:
1. Ads Tec Energy PLC — $115.1M (76.4%)
2. Weride Inc-adr (WRD) — $21.8M (14.5%)
3. Via Transportation Inc-cl A (VIA) — $13.6M (9.0%)
What changes did Robert Bosch GmbH make in its most recent portfolio filing?
No notable portfolio changes were recorded for Robert Bosch GmbH in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Robert Bosch GmbH focus on?
Sector breakdown data is not yet available for Robert Bosch GmbH. Check back after the next 13F processing cycle.
Investment Profile
Robert Bosch GmbH's portfolio is concentrated and long-term-holding.
Its turnover score has fallen from 54 to 16 over the past 4 quarters — a shift toward longer holding periods.
It has added to its VIA position over the past two quarters (+$6.9M, now $13.6M), while trimming WRD over the same stretch (-$11.4M, still holding $21.8M).
Peer Institutions
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Total reported value
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243 stks
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Concentration9.8
Portfolio Stability15.5
Sector conviction81.0
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MC
Matterhorn Capital Management, LLC
CIK 0001568049
Total reported value
$150.6M
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Portfolio Stability10.9
Sector conviction57.7
AUM within 0.0% of this institution
View detail
SF
Stonebridge Financial Group, LLC / MO
CIK 0002109198
Total reported value
$150.5M
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Concentration7.7
Portfolio Stability31.8
Sector conviction68.0
AUM within 0.0% of this institution
View detail
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Developer Access
Access Robert Bosch GmbH's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/robert-bosch-gmbhCLI
npx alphasmo institutions get robert-bosch-gmbh