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Portfolio (Quarterly) Guide ↗

Robocap Asset Management Ltd

· CIK 0002030580
13F Portfolio $124M AUM 22 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 4 Added 15 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ISRG INTUITIVE SURGICAL ORD Healthcare 21,759.0 $8.7M 6.98% +11K +101.5% $397.68 -7.3%
2 SNPS SYNOPSYS ORD Technology 17,571.0 $7.8M 6.32% +1K +6.9% $446.07 +1.9%
3 MRVL MARVELL TECHNOLOGY ORD Technology 22,097.0 $6.6M 5.31% +15K +204.4% $297.89 -18.0%
4 AVGO BROADCOM ORD Technology 16,019.0 $6.1M 4.88% +1K +8.4% $377.75 -2.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 87.4%
Healthcare 8.8%
Industrials 2.1%
Consumer Cyclical 1.8%