Investor
SYCOMORE ASSET MANAGEMENT
CIK 0001728681 · filed 2026-05-11 · SEC filing
13F book
$718K
Positions
73
10 new · 2 sold
Largest name
11.4%
Microsoft Corp · MSFT
Est. mark
−$528
Price effect on 63 names still held. Flow $114K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 189.9K | $81.9K | 11.4% | $0 | Held |
| Nvidia Corp | NVDA | 380.4K | $47.2K | 6.6% | — | New |
| Waste Connections, Inc. | WCN | 117.2K | $28.2K | 3.9% | $0 | Held |
| Astrazeneca Plc Ord | AZN | 163.9K | $26.2K | 3.6% | — | New |
| Workday, Inc. | WDAY | 98.2K | $24.1K | 3.4% | $0 | Held |
| ServiceNow, Inc. | NOW | 25.7K | $22.7K | 3.2% | $0 | Held |
| Accenture Plc Ireland | — | 57.2K | $20.4K | 2.8% | $0 | Held |
| Mastercard Inc | MA | 39.8K | $19.6K | 2.7% | $0 | Held |
| Broadcom Inc. | AVGO | 104.2K | $18.6K | 2.6% | — | New |
| Eli Lilly & Co | LLY | 20.2K | $18.4K | 2.6% | $0 | Held |
| Stellantis N.V. | STLA | 1.11M | $18.3K | 2.5% | −$198 | Held |
| Smurfit Westrock Plc | SW | 488.7K | $18K | 2.5% | $0 | Held |
| Stryker Corp | SYK | 47.6K | $17.2K | 2.4% | — | New |
| Micron Technology Inc | MU | 155.7K | $17.1K | 2.4% | $0 | Held |
| T-Mobile Us Inc | — | 78.6K | $16K | 2.2% | $0 | Held |
| Eaton Corp Plc | ETN | 44.4K | $14.8K | 2.1% | $0 | Held |
| Thermo Fisher Scientific Inc. | TMO | 23.3K | $14.4K | 2.0% | $0 | Held |
| Alcon Inc | ALC | 133.2K | $14.4K | 2.0% | −$185 | Held |
| Progressive Corp | — | 51.8K | $13.1K | 1.8% | $0 | Held |
| Ferrari N.V. | RACE | 23.6K | $11.9K | 1.7% | −$129 | Held |
| MongoDB, Inc. | MDB | 41.8K | $11.4K | 1.6% | $0 | Held |
| Advanced Micro Devices Inc | AMD | 67.9K | $11.4K | 1.6% | $0 | Held |
| United Rentals, Inc. | URI | 14.1K | $11.3K | 1.6% | $0 | Held |
| Synopsys Inc | SNPS | 21.1K | $10.9K | 1.5% | $0 | Held |
| Intuit Inc. | INTU | 16.8K | $10.7K | 1.5% | $0 | Held |
| Analog Devices Inc | ADI | 44.3K | $9.91K | 1.4% | $0 | Held |
| Procore Technologies, Inc. | PCOR | 155.4K | $9.58K | 1.3% | $0 | Held |
| Pure Storage Inc | P | 187.9K | $9.48K | 1.3% | $0 | Held |
| Intuitive Surgical Inc | ISRG | 18.9K | $9.21K | 1.3% | $0 | Held |
| Veeva Sys Inc | — | 40.3K | $8.43K | 1.2% | $0 | Held |
| Duolingo, Inc. | DUOL | 28.2K | $7.83K | 1.1% | $0 | Held |
| Alphabet Inc | — | 47.8K | $7.78K | 1.1% | $0 | Held |
| Vertiv Holdings Co | VRT | 76.7K | $7.71K | 1.1% | $0 | Held |
| Clean Harbors Inc | CLH | 31.4K | $7.65K | 1.1% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 40.5K | $7.57K | 1.1% | $0 | Held |
| Snowflake Inc. | SNOW | 63.6K | $7.16K | 1.0% | $0 | Held |
| Gitlab Inc. | GTLB | 133.7K | $6.87K | 1.0% | $0 | Held |
| Deere & Co | DE | 15.8K | $6.52K | 0.9% | $0 | Held |
| Verisk Analytics, Inc. | VRSK | 24.1K | $6.38K | 0.9% | $0 | Held |
| Jpmorgan Chase & Co. | — | 29.2K | $6.12K | 0.9% | $0 | Held |
| Wabtec | — | 33.6K | $6.12K | 0.9% | $0 | Held |
| Palo Alto Networks Inc | PANW | 17.4K | $5.88K | 0.8% | $0 | Held |
| Quanta Svcs Inc | — | 19.5K | $5.77K | 0.8% | $0 | Held |
| SentinelOne, Inc. | S | 207.7K | $4.98K | 0.7% | $0 | Held |
| Apple Inc. | AAPL | 21.5K | $4.89K | 0.7% | $0 | Held |
| Darling Ingredients Inc. | DAR | 130.1K | $4.74K | 0.7% | $0 | Held |
| Applied Matls Inc | — | 22.3K | $4.66K | 0.7% | — | New |
| Owens Corning New | — | 20.9K | $3.65K | 0.5% | $0 | Held |
| Nextera Energy Inc | — | 42.9K | $3.58K | 0.5% | $0 | Held |
| Xylem Inc. | XYL | 25.9K | $3.48K | 0.5% | — | New |
| Qiagen Nv Ord Shares | — | 64K | $3.4K | 0.5% | — | New |
| American Wtr Wks Co Inc New | — | 23.6K | $3.37K | 0.5% | $0 | Held |
| On Semiconductor Corp | ON | 44.5K | $3.26K | 0.5% | $0 | Held |
| Coherent Corp. | COHR | 34.4K | $3.18K | 0.4% | $0 | Held |
| Crowdstrike Hldgs Inc | — | 10.9K | $3.06K | 0.4% | $0 | Held |
| Republic Svcs Inc | — | 13.9K | $2.79K | 0.4% | $0 | Held |
| Mastec Inc | MTZ | 22.4K | $2.75K | 0.4% | $0 | Held |
| Arista Networks, Inc. | ANET | 7.04K | $2.72K | 0.4% | $0 | Held |
| Acuity Inc | — | 7.67K | $2.07K | 0.3% | $0 | Held |
| First Solar, Inc. | FSLR | 5.54K | $1.42K | 0.2% | $0 | Held |
| Carlisle Cos Inc | — | 3K | $1.3K | 0.2% | — | New |
| Astera Labs, Inc. | ALAB | 17.2K | $943 | 0.1% | $0 | Held |
| Totalenergies Se | TTE | 12.7K | $933 | 0.1% | −$11 | Held |
| Datadog, Inc. | DDOG | 6.7K | $765 | 0.1% | $0 | Held |
| West Fraser Timber Co., Ltd | WFG | 6.5K | $627 | 0.1% | — | New |
| Digital Rlty Tr Inc | — | 500K | $482 | 0.1% | −$5 | Held |
| Alibaba Group Hldg Ltd | — | 2.8K | $294 | 0.0% | $0 | Held |
| Invesco Exch Traded Fd Tr Ii | — | 6.5K | $273 | 0.0% | $0 | Held |
| Invesco Exch Traded Fd Tr Ii | — | 6.1K | $233 | 0.0% | $0 | Held |
| Baidu Inc | — | 600 | $62 | 0.0% | $0 | Held |
| Amazon Com Inc | AMZN | 300 | $57 | 0.0% | $0 | Held |
| Nextpower Inc. | NXT | 700 | $6 | 0.0% | $0 | Held |
| Sunrun Inc. | RUN | 1.6K | $3 | 0.0% | $0 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.