13F HOLDINGS REPORT
Robocap Asset Management Ltd
Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0002030580-25-000008
Total Value
$156.9M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA | NVDA | 96,420 | $18.0M | 11.47% |
| 2 | TAIWAN SEMICONDUCTOR MNFTG ADR 5 | 874039100 | 35,753 | $10.0M | 6.37% |
| 3 | SERVICENOW | NOW | 10,690 | $9.8M | 6.27% |
| 4 | DATADOG CL A | DDOG | 64,747 | $9.2M | 5.88% |
| 5 | PALO ALTO NETWORKS | PANW | 43,432 | $8.8M | 5.64% |
| 6 | SYNOPSYS | SNPS | 17,653 | $8.7M | 5.55% |
| 7 | RUBRIK CL A | RBRK | 103,231 | $8.5M | 5.41% |
| 8 | ADVANCED MICRO DEVICES | AMD | 51,542 | $8.3M | 5.32% |
| 9 | DYNATRACE | DT | 169,789 | $8.2M | 5.24% |
| 10 | INTUITIVE SURGICAL | ISRG | 14,542 | $6.5M | 4.15% |
| 11 | CADENCE DESIGN SYSTEMS | CDNS | 17,303 | $6.1M | 3.87% |
| 12 | CROWDSTRIKE HOLDINGS CL A | CRWD | 11,936 | $5.9M | 3.73% |
| 13 | PTC | PTC | 26,767 | $5.4M | 3.46% |
| 14 | HONEYWELL INTERNATIONAL | 438516106 | 25,098 | $5.3M | 3.37% |
| 15 | CLOUDFLARE CL A | NET | 24,161 | $5.2M | 3.30% |
| 16 | KLA | KLAC | 4,717 | $5.1M | 3.24% |
| 17 | NICE ADR REP 1 | NCSYF | 34,940 | $5.1M | 3.22% |
| 18 | PROCEPT BIOROBOTICS | PRCT | 138,840 | $5.0M | 3.16% |
| 19 | AMETEK | AME | 24,282 | $4.6M | 2.91% |
| 20 | SYMBOTIC CL A | SYM | 72,574 | $3.9M | 2.49% |
| 21 | TESLA | TSLA | 7,379 | $3.3M | 2.09% |
| 22 | ARM HOLDINGS | 042068205 | 18,497 | $2.6M | 1.67% |
| 23 | TYLER TECHNOLOGIES | TYL | 4,556 | $2.4M | 1.52% |
| 24 | BROADCOM | AVGO | 2,800 | $923,748 | 0.59% |
| 25 | SENTINELONE CL A | S | 6,469 | $113,923 | 0.07% |