Robocap Asset Management Ltd
23 holdingsFiling period: 2026-03-31Current AUM: $126.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA ORD | 70.0K | $12.2M | $14.1M | 11.08% | +464 | 2026-03-31 |
| 2 | TER | TERADYNE ORD | 29.4K | $8.7M | $10.8M | 8.51% | +2.0K | 2026-03-31 |
| 3 | SNPS | SYNOPSYS ORD | 16.4K | $6.5M | $6.4M | 5.04% | +175 | 2026-03-31 |
| 4 | ISRG | INTUITIVE SURGICAL ORD | 10.8K | $5.0M | $3.8M | 3.01% | -1,086 | 2026-03-31 |
| 5 | AMD | ADVANCED MICRO DEVICES ORD | 23.8K | $4.8M | $11.3M | 8.94% | -3,731 | 2026-03-31 |
| 6 | RBRK | RUBRIK CL A ORD | 97.5K | $4.8M | $7.1M | 5.56% | +2.3K | 2026-03-31 |
| 7 | AVGO | BROADCOM ORD | 14.8K | $4.6M | $5.8M | 4.53% | +1.9K | 2026-03-31 |
| 8 | PANW | PALO ALTO NETWORKS ORD | 27.2K | $4.4M | $9.0M | 7.12% | -5,885 | 2026-03-31 |
| 9 | ARM | ARM HOLDINGS ADR | 28.6K | $4.3M | $6.8M | 5.40% | +18.2K | 2026-03-31 |
| 10 | DDOG | DATADOG CL A ORD | 33.8K | $4.0M | $9.1M | 7.14% | -15,037 | 2026-03-31 |
| 11 | MU | MICRON TECHNOLOGY ORD | 11.6K | $3.9M | $9.5M | 7.49% | -- | 2026-03-31 |
| 12 | HON | HONEYWELL INTERNATIONAL ORD | 16.4K | $3.7M | $2.0M | 1.57% | -1,638 | 2026-03-31 |
| 13 | AME | AMETEK ORD | 15.4K | $3.3M | $3.7M | 2.93% | -2,064 | 2026-03-31 |
| 14 | NET | CLOUDFLARE CL A ORD | 15.3K | $3.2M | $4.3M | 3.37% | -1,073 | 2026-03-31 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 8.8K | $3.0M | $3.6M | 2.80% | -16,909 | 2026-03-31 |
| 16 | CRWD | CROWDSTRIKE HOLDINGS CL A ORD | 7.3K | $2.9M | $5.6M | 4.39% | +1.1K | 2026-03-31 |
| 17 | NOW | SERVICENOW ORD | 26.1K | $2.7M | $2.9M | 2.29% | -12,774 | 2026-03-31 |
| 18 | CDNS | CADENCE DESIGN SYSTEMS ORD | 9.5K | $2.6M | $3.2M | 2.53% | +21 | 2026-03-31 |
| 19 | PRCT | PROCEPT BIOROBOTICS ORD | 100.1K | $2.5M | $1.9M | 1.47% | +220 | 2026-03-31 |
| 20 | DT | DYNATRACE ORD | 66.0K | $2.4M | $2.9M | 2.30% | -25,639 | 2026-03-31 |
| 21 | TSLA | TESLA ORD | 5.4K | $2.0M | $1.7M | 1.32% | +24 | 2026-03-31 |
| 22 | KLAC | KLA ORD | 901 | $1.3M | $165K | 0.13% | -1,303 | 2026-03-31 |
| 23 | MRVL | MARVELL TECHNOLOGY ORD | 7.3K | $718K | $1.4M | 1.07% | -- | 2026-03-31 |
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