Robocap Asset Management LTD Portfolio Holdings by Sector

Robocap Asset Management LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology NOW DDOG DT CDNS PTC NICE TYL 7 stocks	$46.2 Million 31.72% of portfolio	6	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM AMD AVGO 4 stocks	$37.2 Million 25.55% of portfolio	2	2	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PANW SNPS CRWD NET S 5 stocks	$28.7 Million 19.69% of portfolio	2	3	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$6.5 Million 4.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$5.28 Million 3.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$5.09 Million 3.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare PRCT 1 stocks	$4.96 Million 3.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials AME 1 stocks	$4.57 Million 3.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Shell Companies \| Financial Services SYM 1 stocks	$3.91 Million 2.68% of portfolio	-	1	-	-	0 Calls 0 Puts

Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$3.28 Million 2.25% of portfolio	-	1	-	-	0 Calls 0 Puts

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