SYCOMORE ASSET MANAGEMENT

Est. AUM

$708.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	MICROSOFT CORP	$81.9M	189860	11.55%	SOLE
2	NVIDIA	NVIDIA	$47.2M	380389	6.66%	SOLE
3	WASTE CONNECTIONS	WASTE CONNECTIONS	$28.2M	117228	3.98%	SOLE
4	ASTRA ZENECA	ASTRA ZENECA	$26.2M	163871	3.70%	SOLE
5	WORKDAY INC	WORKDAY INC	$24.1M	98189	3.40%	SOLE
6	SERVICENOW	SERVICENOW	$22.7M	25703	3.21%	SOLE
7	ACCENTURE PLC	ACCENTURE PLC	$20.4M	57242	2.87%	SOLE
8	MASTERCARD	MASTERCARD	$19.6M	39834	2.76%	SOLE
9	BROADCOM	BROADCOM	$18.6M	104183	2.62%	SOLE
10	ELI LILLY	ELI LILLY	$18.4M	20238	2.60%	SOLE
11	STELLANTIS NV	STELLANTIS NV	$18.3M	1110051	2.58%	SOLE
12	SMURFIT WESTROCK	SMURFIT WESTROCK	$18.0M	488737	2.54%	SOLE
13	STRYKER CORP	STRYKER CORP	$17.2M	47578	2.43%	SOLE
14	MICRON TECHNOLOGY INC	MICRON TECHNOLOGY INC	$17.1M	155733	2.41%	SOLE
15	T-MOBILE US	T-MOBILE US	$16.0M	78614	2.25%	SOLE
16	EATON CORP	EATON CORP	$14.8M	44428	2.09%	SOLE
17	THERMO FISHER	THERMO FISHER	$14.4M	23318	2.04%	SOLE
18	ALCON INC	ALCON INC	$14.4M	133220	2.03%	SOLE
19	PROGRESSIVE US	PROGRESSIVE US	$13.1M	51770	1.84%	SOLE
20	FERRARI NV	FERRARI NV	$11.9M	23649	1.69%	SOLE
21	MONGO DB	MONGO DB	$11.4M	41780	1.61%	SOLE
22	ADVANCED MICRO DEVICES	ADVANCED MICRO DEVICES	$11.4M	67942	1.61%	SOLE
23	UNITED RENTALS	UNITED RENTALS	$11.3M	14060	1.59%	SOLE
24	SYNOPSYS	SYNOPSYS	$10.9M	21054	1.53%	SOLE
25	INTUIT INC	INTUIT INC	$10.7M	16846	1.51%	SOLE
26	ANALOG DEVICES	ANALOG DEVICES	$9.9M	44251	1.40%	SOLE
27	PROCORE TECHNOLOGY	PROCORE TECHNOLOGY	$9.6M	155373	1.35%	SOLE
28	PURE STORAGE	PURE STORAGE	$9.5M	187874	1.34%	SOLE
29	VEEVA	VEEVA	$8.4M	40273	1.19%	SOLE
30	DUOLINGO	DUOLINGO	$7.8M	28184	1.11%	SOLE
31	ALPHABET - A	ALPHABET - A	$7.8M	47803	1.10%	SOLE
32	VERTIV HOLDINGS	VERTIV HOLDINGS	$7.7M	76651	1.09%	SOLE
33	CLEAN HARBORS	CLEAN HARBORS	$7.6M	31437	1.08%	SOLE
34	TSMC ADR	TSMC ADR	$7.6M	40524	1.07%	SOLE
35	SNOWFLAKE	SNOWFLAKE	$7.2M	63637	1.01%	SOLE
36	GITLAB INC	GITLAB INC	$6.9M	133668	0.97%	SOLE
37	DEERE	DEERE	$6.5M	15835	0.92%	SOLE
38	VERISK ANALYTICS INC	VERISK ANALYTICS INC	$6.4M	24085	0.90%	SOLE
39	JP MORGAN	JP MORGAN	$6.1M	29164	0.86%	SOLE
40	WABTEC	WABTEC	$6.1M	33558	0.86%	SOLE
41	PALO ALTO	PALO ALTO	$5.9M	17365	0.83%	SOLE
42	QUANTA SERVICES	QUANTA SERVICES	$5.8M	19455	0.81%	SOLE
43	SENTINEL ONE	SENTINEL ONE	$5.0M	207688	0.70%	SOLE
44	APPLE INC US	APPLE INC US	$4.9M	21479	0.69%	SOLE
45	DARLING INGREDIENTS	DARLING INGREDIENTS	$4.7M	130096	0.67%	SOLE
46	APPLIED MATERIAL	APPLIED MATERIAL	$4.7M	22252	0.66%	SOLE
47	OWENS CORNING	OWENS CORNING	$3.6M	20947	0.51%	SOLE
48	NEXTERA ENERGY	NEXTERA ENERGY	$3.6M	42889	0.51%	SOLE
49	XYLEM	XYLEM	$3.5M	25939	0.49%	SOLE
50	QIAGEN N.V.	QIAGEN N.V.	$3.4M	64024	0.48%	SOLE

1–50 of 72

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.