Robocap Asset Management Ltd 13F Holdings

CIK 0002030580 · LONDON, X0

As of Sep 30, 2025, Robocap Asset Management Ltd reported 25 positions worth 56.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology96,420 8.0M11.47%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology35,753 0.0M6.37%
SERVICENOW INCNOWTechnology10,690$9.8M6.27%
DATADOG INCDDOGTechnology64,747$9.2M5.88%
PALO ALTO NETWORKS INCPANWTechnology43,432$8.8M5.64%
SYNOPSYS INCSNPSTechnology17,653$8.7M5.55%
RUBRIK INCRBRKTechnology103,231$8.5M5.41%
ADVANCED MICRO DEVICES INCAMDEquity51,542$8.3M5.32%
DYNATRACE INCDTTechnology169,789$8.2M5.24%
INTUITIVE SURGICAL INCISRGHealthcare14,542$6.5M4.15%
CADENCE DESIGN SYSTEMS INCCDNSTechnology17,303$6.1M3.87%
CROWDSTRIKE HOLDINGS INCCRWDTechnology11,936$5.9M3.73%
PTC INCPTCTechnology26,767$5.4M3.46%
HONEYWELL INTERNATIONAL INCHONIndustrials25,098$5.3M3.37%
CLOUDFLARE INCNETTechnology24,161$5.2M3.30%
KLA CORPKLACTechnology4,717$5.1M3.24%
NICE LTDNICETechnology34,940$5.1M3.22%
PROCEPT BIOROBOTICS CORPPRCTHealthcare138,840$5.0M3.16%
AMETEK INCAMEIndustrials24,282$4.6M2.91%
SYMBOTIC INCSYMIndustrials72,574$3.9M2.49%
TESLA INCTSLAConsumer Cyclical7,379$3.3M2.09%
ARM HOLDINGS PLCARMTechnology18,497$2.6M1.67%
TYLER TECHNOLOGIES INCTYLTechnology4,556$2.4M1.52%
BROADCOM INCAVGOTechnology2,800$923.7K0.59%
SENTINELONE INCSTechnology6,469 13.9K0.07%