DOSSIER · 13F-HR · Q2 2026

Robocap Asset Management Ltd

$124M in tracked AUM across 22 positions as of Q2 2026.

RA
CIK 0002030580 · last filed Jun 30, 2026
Total AUM
$124M
as of Q2 2026
Holdings
22
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Robocap Asset Management Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA ORD
$14M70K11.2%
02
MU
MICRON TECHNOLOGY ORD
$12M10K9.7%
03
TER
TERADYNE ORD
$10M21K8.4%
04
ISRG
INTUITIVE SURGICAL ORD
$9M22K7.0%
05
AMD
ADVANCED MICRO DEVICES ORD
$8M14K6.4%
06
SNPS
SYNOPSYS ORD
$8M18K6.3%
07
DDOG
DATADOG CL A ORD
$7M28K5.8%
08
MRVL
MARVELL TECHNOLOGY ORD
$7M22K5.3%
09
RBRK
RUBRIK CL A ORD
$6M79K5.1%
10
AVGO
BROADCOM ORD
$6M16K4.9%

Filing history

2026Q2Jun 30
$124M 32.6%
22 positionsView →
2026Q1Mar 31
$94M 16.5%
23 positionsView →
2025Q4Dec 31
$112M 28.6%
25 positionsView →
2025Q3Sep 30
$157M 1.1%
25 positionsView →
2025Q2Jun 30
$159M 18.5%
25 positionsLocked
2025Q1Mar 31
$134M 10.4%
24 positionsLocked
2024Q4Dec 31
$149M 5.9%
25 positionsLocked
2024Q3Sep 30
$159M 1.1%
26 positionsLocked
2024Q2Jun 30
$160M 9.9%
27 positionsLocked
2024Q1Mar 31
$146M 11.4%
26 positionsLocked
2023Q4Dec 31
$131M 25.0%
27 positionsLocked
2023Q3Sep 30
$105M 2.8%
28 positionsLocked
Showing 12 of 14