Robocap Asset Management Ltd: 13F holdings
CIK 20305802026Q2
| Positions | 22 |
|---|
| Reported value | $124.0m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 22 (-1 vs prior quarter) |
|---|
| Reported value | $124.0m (+32.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA ORD | 69,525 | $13.9m | 11.2% |
| MU MICRON TECHNOLOGY ORD | 10,469 | $12.1m | 9.7% |
| TER TERADYNE ORD | 21,429 | $10.4m | 8.4% |
| ISRG INTUITIVE SURGICAL ORD | 21,759 | $8.7m | 7.0% |
| AMD ADVANCED MICRO DEVICES ORD | 13,657 | $7.9m | 6.4% |
| SNPS SYNOPSYS ORD | 17,571 | $7.8m | 6.3% |
| DDOG DATADOG CL A ORD | 27,817 | $7.2m | 5.8% |
| MRVL MARVELL TECHNOLOGY ORD | 22,097 | $6.6m | 5.3% |
| RBRK RUBRIK CL A ORD | 78,781 | $6.3m | 5.1% |
| AVGO BROADCOM ORD | 16,019 | $6.1m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2030580")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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