Robocap Asset Management Ltd
Net seller this quarter
$124M
22
-$22.2M
70.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $13.9M | 11.22% | 0.00% | -0.7% | Q1 2023 |
 MU | $12.1M | 9.74% | 0.00% | -9.4% | Q1 2026 |
 TER | $10.4M | 8.36% | 0.01% | -27.1% | Q1 2023 |
 ISRG | $8.65M | 6.98% | 0.01% | +101.5% | Q1 2023 |
 AMD | $7.93M | 6.40% | 0.00% | -42.7% | Q2 2023 |
 SNPS | $7.84M | 6.32% | 0.01% | +6.9% | Q1 2023 |
 DDOG | $7.24M | 5.84% | 0.04% | -17.7% | Q1 2023 |
 MRVL | $6.58M | 5.31% | 0.00% | +204.5% | Q1 2026 |
 RBRK | $6.32M | 5.10% | Not reported | -19.2% | Q4 2024 |
 AVGO | $6.05M | 4.88% | 0.00% | +8.4% | Q3 2025 |
 ARM | $5.43M | 4.38% | 0.00% | -46.4% | Q1 2025 |
 PANW | $5.26M | 4.24% | 0.00% | -43.3% | Q1 2023 |
 TSM | $4.14M | 3.34% | 0.00% | -1.5% | Q4 2024 |
 NET | $3.62M | 2.92% | Not reported | -3.7% | Q4 2024 |
 CDNS | $3.48M | 2.80% | 0.00% | -2.1% | Q1 2023 |
 COHR | $3.33M | 2.69% | 0.00% | New | Q2 2026 |
 INTC | $2.74M | 2.21% | 0.00% | New | Q2 2026 |
 AME | $2.59M | 2.09% | 0.00% | -30.4% | Q1 2023 |
 PRCT | $2.21M | 1.78% | 0.17% | -2.1% | Q1 2023 |
 TSLA | $2.21M | 1.78% | 0.00% | -2.3% | Q1 2023 |
 LITE | $1.89M | 1.52% | 0.00% | New | Q2 2026 |
 CRWD | $117K | 0.09% | 0.00% | -97.9% | Q1 2023 |
| Q1 2026 | |||||
| NVDA | $12.2M | 13.06% | 0.00% | +0.7% | Q1 2023 |
| TER | $8.71M | 9.31% | 0.02% | +7.2% | Q1 2023 |
| SNPS | $6.52M | 6.97% | 0.01% | +1.1% | Q1 2023 |
| ISRG | $4.98M | 5.32% | 0.00% | -9.1% | Q1 2023 |
| AMD | $4.85M | 5.18% | 0.00% | -13.5% | Q2 2023 |
| RBRK | $4.77M | 5.10% | Not reported | +2.4% | Q4 2024 |
| AVGO | $4.57M | 4.89% | 0.00% | +15.0% | Q3 2025 |
| PANW | $4.36M | 4.67% | 0.00% | -17.8% | Q1 2023 |
| ARM | $4.32M | 4.62% | 0.00% | +176.4% | Q1 2025 |
| DDOG | $3.99M | 4.27% | 0.04% | -30.8% | Q1 2023 |
| MU | $3.9M | 4.17% | 0.00% | New | Q1 2026 |
 HON | $3.7M | 3.95% | 0.00% | -9.1% | Q1 2023 |
| AME | $3.3M | 3.53% | 0.01% | -11.8% | Q1 2023 |
| NET | $3.16M | 3.38% | Not reported | -6.5% | Q4 2024 |
| TSM | $2.97M | 3.18% | 0.00% | -65.8% | Q4 2024 |
| CRWD | $2.85M | 3.05% | 0.00% | +18.4% | Q1 2023 |
 NOW | $2.73M | 2.92% | 0.00% | -32.9% | Q1 2023 |
| CDNS | $2.63M | 2.81% | 0.00% | +0.2% | Q1 2023 |
| PRCT | $2.5M | 2.68% | 0.18% | +0.2% | Q1 2023 |
 DT | $2.44M | 2.61% | 0.02% | -28.0% | Q1 2023 |
| TSLA | $2M | 2.14% | 0.00% | +0.5% | Q1 2023 |
 KLAC | $1.33M | 1.42% | 0.00% | -59.1% | Q1 2023 |
| MRVL | $719K | 0.77% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| NVDA | $13M | 11.59% | 0.00% | -27.8% | Q1 2023 |
| TSM | $7.81M | 6.98% | 0.00% | -28.1% | Q4 2024 |
| SNPS | $7.64M | 6.82% | 0.01% | -7.9% | Q1 2023 |
| RBRK | $7.28M | 6.50% | Not reported | -7.8% | Q4 2024 |
| ISRG | $6.73M | 6.01% | 0.00% | -18.3% | Q1 2023 |
| DDOG | $6.64M | 5.93% | 0.06% | -24.6% | Q1 2023 |
| PANW | $6.1M | 5.44% | 0.00% | -23.8% | Q1 2023 |
| NOW | $5.96M | 5.32% | 0.00% | -27.2% | Q1 2023 |
| AMD | $5.9M | 5.27% | 0.00% | -46.5% | Q2 2023 |
| TER | $5.3M | 4.74% | 0.02% | Not reported | Q1 2023 |
| AVGO | $4.45M | 3.97% | 0.00% | +359.1% | Q3 2025 |
| DT | $3.97M | 3.54% | 0.03% | -46.1% | Q1 2023 |
| AME | $3.59M | 3.20% | 0.01% | -28.1% | Q1 2023 |
| HON | $3.51M | 3.14% | 0.00% | -28.3% | Q1 2023 |
| NET | $3.23M | 2.89% | Not reported | -32.1% | Q4 2024 |
| PRCT | $3.14M | 2.80% | 0.18% | -28.1% | Q1 2023 |
| CDNS | $2.95M | 2.63% | 0.00% | -45.5% | Q1 2023 |
| CRWD | $2.89M | 2.58% | 0.00% | -48.3% | Q1 2023 |
| KLAC | $2.68M | 2.39% | 0.00% | -53.3% | Q1 2023 |
| TSLA | $2.41M | 2.15% | 0.00% | -27.5% | Q1 2023 |
 PEGA | $2.36M | 2.11% | 0.02% | New | Q4 2025 |
 TYL | $1.84M | 1.64% | 0.01% | -11.2% | Q2 2025 |
 PTC | $1.4M | 1.25% | 0.01% | -69.9% | Q1 2023 |
| ARM | $1.13M | 1.01% | 0.00% | -44.1% | Q1 2025 |
 S | $99.5K | 0.09% | Not reported | +2.5% | Q1 2023 |
| Q3 2025 | |||||
| NVDA | $18M | 11.47% | 0.00% | -6.8% | Q1 2023 |
| TSM | $9.99M | 6.37% | 0.00% | +2.2% | Q4 2024 |
| NOW | $9.84M | 6.27% | 0.01% | +11.5% | Q1 2023 |
| DDOG | $9.22M | 5.88% | 0.08% | -6.6% | Q1 2023 |
| PANW | $8.84M | 5.64% | 0.01% | +27.4% | Q1 2023 |
| SNPS | $8.71M | 5.55% | 0.01% | +1.3% | Q1 2023 |
| RBRK | $8.49M | 5.41% | Not reported | +6.6% | Q4 2024 |
| AMD | $8.34M | 5.32% | 0.00% | -25.5% | Q2 2023 |
| DT | $8.23M | 5.24% | 0.06% | +1.2% | Q1 2023 |
| ISRG | $6.5M | 4.15% | 0.00% | +27.2% | Q1 2023 |
| CDNS | $6.08M | 3.87% | 0.01% | +1.2% | Q1 2023 |
| CRWD | $5.85M | 3.73% | 0.00% | -5.6% | Q1 2023 |
| PTC | $5.43M | 3.46% | 0.02% | +0.9% | Q1 2023 |
| HON | $5.28M | 3.37% | 0.00% | +3.9% | Q1 2023 |
| NET | $5.18M | 3.30% | Not reported | -28.2% | Q4 2024 |
| KLAC | $5.09M | 3.24% | 0.00% | -13.3% | Q1 2023 |
 NICE | $5.06M | 3.22% | 0.06% | +0.2% | Q1 2023 |
| PRCT | $4.96M | 3.16% | 0.25% | +32.1% | Q1 2023 |
| AME | $4.57M | 2.91% | 0.01% | 0.0% | Q1 2023 |
 SYM | $3.91M | 2.49% | 0.01% | -23.9% | Q4 2024 |
| TSLA | $3.28M | 2.09% | 0.00% | -1.0% | Q1 2023 |
| ARM | $2.62M | 1.67% | 0.00% | -31.1% | Q1 2025 |
| TYL | $2.38M | 1.52% | 0.01% | +33.3% | Q2 2025 |
| AVGO | $924K | 0.59% | 0.00% | New | Q3 2025 |
| S | $114K | 0.07% | Not reported | -6.8% | Q1 2023 |