Robocap Asset Management Ltd

LONDON, X0 · CIK 2030580 · 13F filing filed 2026-07-22

Exempt reporting adviser since 2026 · corporation

Main officeLondon, England
Websiterobocap.com
Form ADV · 2026-02-19SEC adviser record

Legal entityROBOCAP ASSET MANAGEMENT LIMITED (GB)

Kindfutures, FCA fund manager
Others nearbyLondon

As an employer

Staff in the UK6
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

In the UK

FCA-authorised companies1
Manages investmentsyes
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
ROBOCAP ASSET MANAGEMENT LIMITED Private Limited Company · accounts to 2025-12-31FCA: Authorised · manages investments, advises, deals	London	6		Authorisedmanages investments, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$124.0m reported value +32.6% vs Q1 2026

22positions

70.1%in top 10

3 new 4 added 15 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	69,525	$13.9m11.22%	11.22%	Reduced -521	-521 -0.7%
2	MICRON TECHNOLOGY INC COM MU	MU	10,469	$12.1m9.74%	9.74%	Reduced -1.1k	-1,084 -9.4%
3	TERADYNE INC COM TER	TER	21,429	$10.4m8.36%	8.36%	Reduced -7.9k	-7,946 -27.1%
4	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	21,759	$8.7m6.98%	6.98%	Added +11.0k	+10,962 101.5%
5	ADVANCED MICRO DEVICES INC COM AMD	AMD	13,657	$7.9m6.40%	6.40%	Reduced -10.2k	-10,177 -42.7%
6	SYNOPSYS INC COM SNPS	SNPS	17,571	$7.8m6.32%	6.32%	Added +1.1k	+1,132 6.9%
7	DATADOG INC CL A COM DDOG	DDOG	27,817	$7.2m5.84%	5.84%	Reduced -6.0k	-5,997 -17.7%
8	MARVELL TECHNOLOGY INC COM MRVL	MRVL	22,097	$6.6m5.31%	5.31%	Added +14.8k	+14,839 204.4%
9	RUBRIK INC. CL A RBRK	RBRK	78,781	$6.3m5.10%	5.10%	Reduced -18.7k	-18,688 -19.2%
10	BROADCOM INC COM AVGO	AVGO	16,019	$6.1m4.88%	4.88%	Added +1.2k	+1,238 8.4%
11	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	15,317	$5.4m4.38%	4.38%	Reduced -13.3k	-13,262 -46.4%
12	PALO ALTO NETWORKS INC COM PANW	PANW	15,434	$5.3m4.24%	4.24%	Reduced -11.8k	-11,781 -43.3%
13	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	8,666	$4.1m3.34%	3.34%	Reduced -135	-135 -1.5%
14	CLOUDFLARE INC CL A COM NET	NET	14,759	$3.6m2.92%	2.92%	Reduced -569	-569 -3.7%
15	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	9,260	$3.5m2.80%	2.80%	Reduced -195	-195 -2.1%
16	COHERENT CORP COM COHR	COHR	8,453	$3.3m2.69%	2.69%	New
17	INTEL CORP COM INTC	INTC	19,615	$2.7m2.21%	2.21%	New
18	AMETEK INC COM AME	AME	10,720	$2.6m2.09%	2.09%	Reduced -4.7k	-4,680 -30.4%
19	PROCEPT BIOROBOTICS CORP COM PRCT	PRCT	98,007	$2.2m1.78%	1.78%	Reduced -2.1k	-2,055 -2.0%
20	TESLA INC COM TSLA	TSLA	5,251	$2.2m1.78%	1.78%	Reduced -124	-124 -2.3%
21	LUMENTUM HLDGS INC COM LITE	LITE	2,203	$1.9m1.52%	1.52%	New
22	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	153	$117.0k0.09%	0.09%	Reduced -7.1k	-7,149 -97.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		8,182	$3.7m8.2k shares
SERVICENOW INC NOW	NOW	26,116	$2.7m26.1k shares
DYNATRACE INC DT	DT	65,953	$2.4m66.0k shares
KLA CORP KLAC	KLAC	9,010	$1.3m9.0k shares