account_balance
Investment manager · 13F filer · SEC CIK 2030580
Robocap Asset Management Ltd
Reported value$137Mas of Sep 30, 2026
Positions23 2 new, 1 sold out
Top 10 weight63.6%NVDA alone is 12%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
12.2%Added +6%
MUMicron Technology Inc
8.3%
RBRKRubrik, Inc.
6.5%
TERTeradyne, Inc
6.4%
ISRGIntuitive Surgical Inc
6.2%Trimmed −4%
AMDAdvanced Micro Devices Inc
6.0%
SNPSSynopsys Inc
5.7%
MRVLMarvell Technology, Inc.
4.3%
AVGOBroadcom Inc.
4.1%
MDAMDA Space Ltd.
4.1%New
DDOGDatadog, Inc.
3.8%−32%
AMEAmetek Inc
3.5%Added +82%
NVDANVIDIA Corp
12.2%Added +6%
MUMicron Technology Inc
8.3%
RBRKRubrik, Inc.
6.5%
TERTeradyne, Inc
6.4%
ISRGIntuitive Surgical Inc
6.2%−4%
AMDAdvanced Micro Devices Inc
6.0%
SNPSSynopsys Inc
5.7%
MRVLMarvell Technology, Inc.
4.3%
AVGOBroadcom Inc.
4.1%
MDA4.1%DDOG3.8%AME3.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 12.2% Added +6%MU Micron Technology Inc 8.3% HeldRBRK Rubrik, Inc. 6.5% HeldTER Teradyne, Inc 6.4% HeldISRG Intuitive Surgical Inc 6.2% Trimmed −4%AMD Advanced Micro Devices Inc 6.0% HeldSNPS Synopsys Inc 5.7% HeldMRVL Marvell Technology, Inc. 4.3% HeldAVGO Broadcom Inc. 4.1% HeldMDA MDA Space Ltd. 4.1% NewDDOG Datadog, Inc. 3.8% Trimmed −32%AME Ametek Inc 3.5% Added +82%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.