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	Status
1	HON	HONEYWELL INTERNATIONAL ORD	Industrials	16,363	$3.7M	3.95%	SOLD
2	NOW	SERVICENOW ORD	Technology	26,116	$2.7M	2.92%	SOLD
3	DT	DYNATRACE ORD	Technology	65,953	$2.4M	2.61%	SOLD
4	KLAC	KLA ORD	Technology	901	$1.3M	1.42%	SOLD

Sector Allocation

Technology 87.4%

Healthcare 8.8%

Industrials 2.1%

Consumer Cyclical 1.8%