Robocap Asset Management Ltd Top Holdings and 13F Report (2025) About Robocap Asset Management LtdInvestment ActivityRobocap Asset Management Ltd has $133.79 million in total holdings as of March 31, 2025.Robocap Asset Management Ltd owns shares of 24 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 17.19% of the portfolio was purchased this quarter.About 15.05% of the portfolio was sold this quarter.This quarter, Robocap Asset Management Ltd has purchased 25 new stocks and bought additional shares in 12 stocks.Robocap Asset Management Ltd sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $11,566,314Advanced Micro Devices $9,549,169Synopsys $8,936,805Dynatrace $8,808,144ServiceNow $8,014,741 Largest New Holdings this Quarter 042068205 - ARM HOLDINGS $2,536,690 HoldingN07059210 - ASML $1,931,222 Holding Largest Purchases this Quarter RUBRIK CL A 71,064 shares (about $4.33M)Advanced Micro Devices 30,923 shares (about $3.18M)ARM HOLDINGS 23,754 shares (about $2.54M)ASML 2,946 shares (about $1.93M)Taiwan Semiconductor Manufacturing 11,061 shares (about $1.84M) Largest Sales this Quarter Cloudflare 28,446 shares (about $3.21M)CrowdStrike 5,569 shares (about $1.96M)NICE 11,738 shares (about $1.81M)Intuitive Surgical 2,725 shares (about $1.35M)SentinelOne 71,095 shares (about $1.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRobocap Asset Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$11,566,314$884,814 ▲8.3%106,7208.6%Computer and TechnologyAMDAdvanced Micro Devices$9,549,169$3,177,029 ▲49.9%92,9457.1%Computer and TechnologySNPSSynopsys$8,936,805$771,930 ▲9.5%20,8396.7%Computer and TechnologyDTDynatrace$8,808,144$856,716 ▲10.8%186,8116.6%Computer and TechnologyNOWServiceNow$8,014,741$268,299 ▼-3.2%10,0676.0%Computer and TechnologyPANWPalo Alto Networks$6,943,419$980,167 ▲16.4%40,6905.2%Computer and TechnologyRUBRIK CL A$6,652,866$4,333,489 ▲186.8%109,0995.0%COMPRCTPROCEPT BioRobotics$6,467,093$1,161,297 ▲21.9%111,0044.8%MedicalCRWDCrowdStrike$5,978,513$1,963,573 ▼-24.7%16,9564.5%Computer and TechnologyISRGIntuitive Surgical$5,960,574$1,349,611 ▼-18.5%12,0354.5%MedicalDDOGDatadog$5,948,614$854,592 ▲16.8%59,9604.4%Computer and TechnologyAMEAMETEK$5,756,017$35,805 ▼-0.6%33,4384.3%Computer and TechnologyNICENICE$5,722,482$1,809,647 ▼-24.0%37,1184.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$5,081,260$1,836,126 ▲56.6%30,6103.8%Computer and TechnologyKLACKLA$4,824,541$496,934 ▼-9.3%7,0973.6%Computer and TechnologyCDNSCadence Design Systems$4,629,569$712,124 ▼-13.3%18,2033.5%Computer and TechnologyHONHoneywell International$4,240,717$1,687,859 ▲66.1%20,0273.2%Multi-Sector ConglomeratesNETCloudflare$4,015,821$3,205,580 ▼-44.4%35,6363.0%Computer and TechnologyPTCPTC$3,435,551$547,903 ▼-13.8%22,1722.6%Computer and TechnologySYMSymbotic$2,833,887$1,668,174 ▲143.1%140,2222.1%Business ServicesARM HOLDINGS$2,536,690$2,536,690 ▲New Holding23,7541.9%COMTSLATesla$2,049,437$315,657 ▲18.2%7,9081.5%Auto/Tires/TrucksASMLASML$1,931,222$1,931,222 ▲New Holding2,9461.4%Computer and TechnologySSentinelOne$1,902,597$1,292,511 ▼-40.5%104,6531.4%Computer and TechnologyAMATApplied Materials$0$4,003,625 ▼-100.0%00.0%Computer and TechnologyMBLYMobileye Global$0$2,479,383 ▼-100.0%00.0%Auto/Tires/TrucksAPTVAptiv$0$1,972,313 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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