Robocap Asset Management Ltd

Est. AUM

$93.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA ORD	COM	$12.2M	70046	13.06%	SOLE
2	TERADYNE ORD	COM	$8.7M	29375	9.31%	SOLE
3	SYNOPSYS ORD	COM	$6.5M	16439	6.97%	SOLE
4	INTUITIVE SURGICAL ORD	COM	$5.0M	10797	5.32%	SOLE
5	ADVANCED MICRO DEVICES ORD	COM	$4.8M	23834	5.18%	SOLE
6	RUBRIK CL A ORD	COM	$4.8M	97469	5.10%	SOLE
7	BROADCOM ORD	COM	$4.6M	14781	4.89%	SOLE
8	PALO ALTO NETWORKS ORD	COM	$4.4M	27215	4.66%	SOLE
9	ARM HOLDINGS ADR	COM	$4.3M	28579	4.62%	SOLE
10	DATADOG CL A ORD	COM	$4.0M	33814	4.27%	SOLE
11	MICRON TECHNOLOGY ORD	COM	$3.9M	11553	4.17%	SOLE
12	HONEYWELL INTERNATIONAL ORD	COM	$3.7M	16363	3.95%	SOLE
13	AMETEK ORD	COM	$3.3M	15400	3.53%	SOLE
14	CLOUDFLARE CL A ORD	COM	$3.2M	15328	3.38%	SOLE
15	TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD	COM	$3.0M	8801	3.18%	SOLE
16	CROWDSTRIKE HOLDINGS CL A ORD	COM	$2.9M	7302	3.05%	SOLE
17	SERVICENOW ORD	COM	$2.7M	26116	2.92%	SOLE
18	CADENCE DESIGN SYSTEMS ORD	COM	$2.6M	9455	2.81%	SOLE
19	PROCEPT BIOROBOTICS ORD	COM	$2.5M	100062	2.68%	SOLE
20	DYNATRACE ORD	COM	$2.4M	65953	2.61%	SOLE
21	TESLA ORD	COM	$2.0M	5375	2.14%	SOLE
22	KLA ORD	COM	$1.3M	901	1.42%	SOLE
23	MARVELL TECHNOLOGY ORD	COM	$719K	7258	0.77%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.