13F HOLDINGS REPORT
Robocap Asset Management Ltd
Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0002030580-26-000001
Total Value
$112.0M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA ORD | NVDA | 69,582 | $13.0M | 11.59% |
| 2 | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 874039100 | 25,710 | $7.8M | 6.98% |
| 3 | SYNOPSYS ORD | SNPS | 16,264 | $7.6M | 6.82% |
| 4 | RUBRIK CL A ORD | RBRK | 95,205 | $7.3M | 6.50% |
| 5 | INTUITIVE SURGICAL ORD | ISRG | 11,883 | $6.7M | 6.01% |
| 6 | DATADOG CL A ORD | DDOG | 48,851 | $6.6M | 5.93% |
| 7 | PALO ALTO NETWORKS ORD | PANW | 33,100 | $6.1M | 5.44% |
| 8 | SERVICENOW ORD | NOW | 38,890 | $6.0M | 5.32% |
| 9 | ADVANCED MICRO DEVICES ORD | AMD | 27,565 | $5.9M | 5.27% |
| 10 | TERADYNE ORD | TER | 27,399 | $5.3M | 4.74% |
| 11 | BROADCOM ORD | AVGO | 12,856 | $4.4M | 3.97% |
| 12 | DYNATRACE ORD | DT | 91,592 | $4.0M | 3.54% |
| 13 | AMETEK ORD | AME | 17,464 | $3.6M | 3.20% |
| 14 | HONEYWELL INTERNATIONAL ORD | 438516106 | 18,001 | $3.5M | 3.14% |
| 15 | CLOUDFLARE CL A ORD | NET | 16,401 | $3.2M | 2.89% |
| 16 | PROCEPT BIOROBOTICS ORD | PRCT | 99,842 | $3.1M | 2.80% |
| 17 | CADENCE DESIGN SYSTEMS ORD | CDNS | 9,434 | $2.9M | 2.63% |
| 18 | CROWDSTRIKE HOLDINGS CL A ORD | CRWD | 6,168 | $2.9M | 2.58% |
| 19 | KLA ORD | KLAC | 2,204 | $2.7M | 2.39% |
| 20 | TESLA ORD | TSLA | 5,351 | $2.4M | 2.15% |
| 21 | PEGASYSTEMS ORD | PEGA | 39,493 | $2.4M | 2.11% |
| 22 | TYLER TECHNOLOGIES ORD | TYL | 4,045 | $1.8M | 1.64% |
| 23 | PTC ORD | PTC | 8,062 | $1.4M | 1.25% |
| 24 | ARM HOLDINGS ADR | 042068205 | 10,340 | $1.1M | 1.01% |
| 25 | SENTINELONE CL A ORD | S | 6,633 | $99,490 | 0.09% |