Robocap Asset Management Ltd Top Holdings and 13F Report (2026) About Robocap Asset Management LtdInvestment ActivityRobocap Asset Management Ltd has $124.01 million in total holdings as of June 30, 2026.Robocap Asset Management Ltd owns shares of 22 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 14.29% of the portfolio was purchased this quarter.About 32.31% of the portfolio was sold this quarter.This quarter, Robocap Asset Management Ltd has purchased 23 new stocks and bought additional shares in 4 stocks.Robocap Asset Management Ltd sold shares of 15 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $13,911,257Micron Technology $12,084,262Teradyne $10,368,207Intuitive Surgical $8,653,119Advanced Micro Devices $7,933,488 Largest New Holdings this Quarter 19247G107 - Coherent $3,334,455 Holding458140100 - Intel $2,738,842 Holding55024U109 - Lumentum $1,890,306 Holding Largest Purchases this Quarter Marvell Technology 14,839 shares (about $4.42M)Intuitive Surgical 10,962 shares (about $4.36M)Coherent 8,453 shares (about $3.33M)Intel 19,615 shares (about $2.74M)Lumentum 2,203 shares (about $1.89M) Largest Sales this Quarter Advanced Micro Devices 10,177 shares (about $5.91M)CrowdStrike 7,149 shares (about $5.47M)ARM HOLDINGS ADR 13,262 shares (about $4.70M)Palo Alto Networks 11,781 shares (about $4.02M)Teradyne 7,946 shares (about $3.84M) 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$13,911,257$104,247 â–¼-0.7%69,52511.2%TechnologyMUMicron Technology$12,084,262$1,251,250 â–¼-9.4%10,4699.7%TechnologyTERTeradyne$10,368,207$3,844,593 â–¼-27.1%21,4298.4%TechnologyISRGIntuitive Surgical$8,653,119$4,359,368 â–²101.5%21,7597.0%HealthcareAMDAdvanced Micro Devices$7,933,488$5,911,921 â–¼-42.7%13,6576.4%TechnologySNPSSynopsys$7,837,896$504,951 â–²6.9%17,5716.3%TechnologyDDOGDatadog$7,242,401$1,561,372 â–¼-17.7%27,8175.8%TechnologyMRVLMarvell Technology$6,582,475$4,420,389 â–²204.5%22,0975.3%TechnologyRUBRIK CL A ORD$6,324,522$1,500,269 â–¼-19.2%78,7815.1%COMAVGOBroadcom$6,051,177$467,654 â–²8.4%16,0194.9%TechnologyARM HOLDINGS ADR$5,430,949$4,702,308 â–¼-46.4%15,3174.4%COMPANWPalo Alto Networks$5,263,289$4,017,546 â–¼-43.3%15,4344.2%TechnologyTSMTaiwan Semiconductor Manufacturing$4,138,622$64,472 â–¼-1.5%8,6663.3%TechnologyNETCloudflare$3,620,096$139,565 â–¼-3.7%14,7592.9%TechnologyCDNSCadence Design Systems$3,475,463$73,187 â–¼-2.1%9,2602.8%TechnologyCOHRCoherent$3,334,455$3,334,455 â–²New Holding8,4532.7%TechnologyINTCIntel$2,738,842$2,738,842 â–²New Holding19,6152.2%TechnologyAMEAMETEK$2,593,597$1,132,279 â–¼-30.4%10,7202.1%TechnologyPRCTPROCEPT BioRobotics$2,212,998$46,402 â–¼-2.1%98,0071.8%HealthcareTSLATesla$2,208,571$52,154 â–¼-2.3%5,2511.8%Consumer DiscretionaryLITELumentum$1,890,306$1,890,306 â–²New Holding2,2031.5%TechnologyCRWDCrowdStrike$117,028$5,468,191 â–¼-97.9%1530.1%TechnologyHONHoneywell International$0$3,698,529 â–¼-100.0%00.0%IndustrialsNOWServiceNow$0$2,730,428 â–¼-100.0%00.0%TechnologyDTDynatrace$0$2,438,949 â–¼-100.0%00.0%TechnologyKLACKLA$0$1,326,641 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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