Robocap Asset Management Ltd Top Holdings and 13F Report (2025) About Robocap Asset Management LtdInvestment ActivityRobocap Asset Management Ltd has $158.55 million in total holdings as of June 30, 2025.Robocap Asset Management Ltd owns shares of 25 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.48% of the portfolio was purchased this quarter.About 12.88% of the portfolio was sold this quarter.This quarter, Robocap Asset Management Ltd has purchased 24 new stocks and bought additional shares in 6 stocks.Robocap Asset Management Ltd sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $16,338,220ServiceNow $9,857,231Advanced Micro Devices $9,822,318Datadog $9,316,130Dynatrace $9,261,360 Largest New Holdings this Quarter 902252105 - Tyler Technologies $2,026,920 Holding Largest Purchases this Quarter Tyler Technologies 3,419 shares (about $2.03M)Datadog 9,393 shares (about $1.26M)Taiwan Semiconductor Manufacturing 4,376 shares (about $991.12K)Honeywell International 4,120 shares (about $959.47K)PTC 4,365 shares (about $752.26K) Largest Sales this Quarter Advanced Micro Devices 23,725 shares (about $3.37M)CrowdStrike 4,317 shares (about $2.20M)SentinelOne 97,711 shares (about $1.79M)Synopsys 3,413 shares (about $1.75M)Symbotic 44,810 shares (about $1.74M) 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$16,338,220$522,473 ▼-3.1%103,41310.3%Computer and TechnologyNOWServiceNow$9,857,231$492,450 ▼-4.8%9,5886.2%Computer and TechnologyAMDAdvanced Micro Devices$9,822,318$3,366,578 ▼-25.5%69,2206.2%Computer and TechnologyDDOGDatadog$9,316,130$1,261,754 ▲15.7%69,3535.9%Computer and TechnologyDTDynatrace$9,261,360$1,052,467 ▼-10.2%167,7485.8%Computer and TechnologySNPSSynopsys$8,933,962$1,749,777 ▼-16.4%17,4265.6%Computer and TechnologyRUBRIK CL A$8,674,160$1,099,982 ▼-11.3%96,8215.5%COMTSMTaiwan Semiconductor Manufacturing$7,923,979$991,120 ▲14.3%34,9865.0%Computer and TechnologyPANWPalo Alto Networks$6,977,575$1,349,185 ▼-16.2%34,0974.4%Computer and TechnologyNETCloudflare$6,584,756$393,812 ▼-5.6%33,6254.2%Computer and TechnologyCRWDCrowdStrike$6,436,964$2,198,621 ▼-25.5%12,6394.1%Computer and TechnologyISRGIntuitive Surgical$6,212,807$327,133 ▼-5.0%11,4333.9%MedicalPRCTPROCEPT BioRobotics$6,052,608$341,222 ▼-5.3%105,0803.8%MedicalNICENice$5,890,398$379,203 ▼-6.0%34,8733.7%Computer and TechnologyHONHoneywell International$5,623,353$959,466 ▲20.6%24,1473.5%Multi-Sector ConglomeratesCDNSCadence Design Systems$5,269,673$339,581 ▼-6.1%17,1013.3%Computer and TechnologyKLACKLA$4,875,513$1,481,554 ▼-23.3%5,4433.1%Computer and TechnologyPTCPTC$4,573,387$752,264 ▲19.7%26,5372.9%Computer and TechnologyAMEAMETEK$4,393,709$1,657,232 ▼-27.4%24,2802.8%Computer and TechnologyARM HOLDINGS$4,342,234$500,262 ▲13.0%26,8472.7%COMSYMSymbotic$3,706,756$1,740,868 ▼-32.0%95,4122.3%Business ServicesASMLASML$2,963,928$610,996 ▲26.0%3,7111.9%Computer and TechnologyTSLATesla$2,367,202$144,853 ▼-5.8%7,4521.5%Auto/Tires/TrucksTYLTyler Technologies$2,026,920$2,026,920 ▲New Holding3,4191.3%Computer and TechnologySSentinelOne$126,902$1,786,189 ▼-93.4%6,9420.1%Computer and TechnologyShowing 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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