SYCOMORE ASSET MANAGEMENT

Institutional manager (13F) · CIK 1728681

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $684k

#	Issuer	Value	Shares
1	MICROSOFT CORP	$82k	189,860
2	NVIDIA	$47k	380,389
3	WASTE CONNECTIONS	$28k	117,228
4	ASTRA ZENECA	$26k	163,871
5	WORKDAY INC	$24k	98,189
6	SERVICENOW	$23k	25,703
7	ACCENTURE PLC	$20k	57,242
8	MASTERCARD	$20k	39,834
9	BROADCOM	$19k	104,183
10	ELI LILLY	$18k	20,238
11	STELLANTIS NV	$18k	1,110,051
12	SMURFIT WESTROCK	$18k	488,737
13	STRYKER CORP	$17k	47,578
14	MICRON TECHNOLOGY INC	$17k	155,733
15	T-MOBILE US	$16k	78,614
16	EATON CORP	$15k	44,428
17	THERMO FISHER	$14k	23,318
18	ALCON INC	$14k	133,220
19	PROGRESSIVE US	$13k	51,770
20	FERRARI NV	$12k	23,649
21	MONGO DB	$11k	41,780
22	ADVANCED MICRO DEVICES	$11k	67,942
23	UNITED RENTALS	$11k	14,060
24	SYNOPSYS	$11k	21,054
25	INTUIT INC	$11k	16,846
26	ANALOG DEVICES	$10k	44,251
27	PROCORE TECHNOLOGY	$10k	155,373
28	PURE STORAGE	$9k	187,874
29	INTUITIVE SURGICAL	$9k	18,945
30	VEEVA	$8k	40,273
31	DUOLINGO	$8k	28,184
32	ALPHABET - A	$8k	47,803
33	VERTIV HOLDINGS	$8k	76,651
34	CLEAN HARBORS	$8k	31,437
35	TSMC ADR	$8k	40,524
36	SNOWFLAKE	$7k	63,637
37	GITLAB INC	$7k	133,668
38	DEERE	$7k	15,835
39	VERISK ANALYTICS INC	$6k	24,085
40	JP MORGAN	$6k	29,164
41	WABTEC	$6k	33,558
42	PALO ALTO	$6k	17,365
43	QUANTA SERVICES	$6k	19,455
44	SENTINEL ONE	$5k	207,688
45	APPLE INC US	$5k	21,479
46	DARLING INGREDIENTS	$5k	130,096
47	APPLIED MATERIAL	$5k	22,252
48	OWENS CORNING	$4k	20,947
49	NEXTERA ENERGY	$4k	42,889
50	XYLEM	$3k	25,939

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.