Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Robocap Asset Management Ltd (CIK 2030580) reported $93.5M across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($12.2M, 13.06%), TER ($8.7M, 9.31%), SNPS ($6.5M, 6.97%), ISRG ($5.0M, 5.32%), AMD ($4.8M, 5.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA ORD | $12.2M | 13.06% | 70,046 | Added |
| 2 | TER | TERADYNE ORD | $8.7M | 9.31% | 29,375 | Added |
| 3 | SNPS | SYNOPSYS ORD | $6.5M | 6.97% | 16,439 | Added |
| 4 | ISRG | INTUITIVE SURGICAL ORD | $5.0M | 5.32% | 10,797 | Trimmed |
| 5 | AMD | ADVANCED MICRO DEVICES ORD | $4.8M | 5.18% | 23,834 | Trimmed |
| 6 | RBRK | RUBRIK CL A ORD | $4.8M | 5.10% | 97,469 | Added |
| 7 | AVGO | BROADCOM ORD | $4.6M | 4.89% | 14,781 | Added |
| 8 | PANW | PALO ALTO NETWORKS ORD | $4.4M | 4.67% | 27,215 | Trimmed |
| 9 | ARM | ARM HOLDINGS ADR | $4.3M | 4.62% | 28,579 | Added |
| 10 | DDOG | DATADOG CL A ORD | $4.0M | 4.27% | 33,814 | Trimmed |
| 11 | MU | MICRON TECHNOLOGY ORD | $3.9M | 4.17% | 11,553 | New |
| 12 | HON | HONEYWELL INTERNATIONAL ORD | $3.7M | 3.95% | 16,363 | Trimmed |
| 13 | AME | AMETEK ORD | $3.3M | 3.53% | 15,400 | Trimmed |
| 14 | NET | CLOUDFLARE CL A ORD | $3.2M | 3.38% | 15,328 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $3.0M | 3.18% | 8,801 | Trimmed |
| 16 | CRWD | CROWDSTRIKE HOLDINGS CL A ORD | $2.9M | 3.05% | 7,302 | Added |
| 17 | NOW | SERVICENOW ORD | $2.7M | 2.92% | 26,116 | Trimmed |
| 18 | CDNS | CADENCE DESIGN SYSTEMS ORD | $2.6M | 2.81% | 9,455 | Added |
| 19 | PRCT | PROCEPT BIOROBOTICS ORD | $2.5M | 2.68% | 100,062 | Added |
| 20 | DT | DYNATRACE ORD | $2.4M | 2.61% | 65,953 | Trimmed |
| 21 | TSLA | TESLA ORD | $2.0M | 2.14% | 5,375 | Added |
| 22 | KLAC | KLA ORD | $1.3M | 1.42% | 901 | Trimmed |
| 23 | MRVL | MARVELL TECHNOLOGY ORD | $718,905 | 0.77% | 7,258 | New |
| 24 | PTC | PTC ORD | $0 | 0.00% | 0 | Exited |
| 25 | PEGA | PEGASYSTEMS ORD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31