SYCOMORE ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STLA | 1.11M | $17.95M |
 | DLR | 500K | $473.00K |
 | SW | 489K | $18.00M |
 | NVDA | 380K | $47.18M |
 | S | 208K | $4.98M |
 | MSFT | 190K | $81.89M |
 | PSTG | 188K | $9.48M |
 | CFLT | 177K | $3.49M |
 | MU | 156K | $17.11M |
 | GTLB | 134K | $6.87M |
 | ALC | 133K | $13.86M |
 | DAR | 130K | $4.74M |
 | WCN | 117K | $28.21M |
 | WDAY | 98K | $24.10M |
 | TMUS | 79K | $15.98M |
 | AMD | 68K | $11.38M |
 | QGEN | 64K | $3.33M |
 | SNOW | 64K | $7.16M |
 | ACN | 57K | $20.37M |
 | GOOGL | 48K | $7.78M |
Stellantis N.V.
STLA
Shares Held
1.11M
Value
$17.95M
Digital Realty Trust, Inc.
DLR
Shares Held
500K
Value
$473.00K
Smurfit Westrock Plc
SW
Shares Held
489K
Value
$18.00M
NVIDIA Corporation
NVDA
Shares Held
380K
Value
$47.18M
SentinelOne, Inc.
S
Shares Held
208K
Value
$4.98M
Microsoft Corporation
MSFT
Shares Held
190K
Value
$81.89M
Pure Storage, Inc.
PSTG
Shares Held
188K
Value
$9.48M
Confluent, Inc.
CFLT
Shares Held
177K
Value
$3.49M
Micron Technology, Inc.
MU
Shares Held
156K
Value
$17.11M
GitLab Inc.
GTLB
Shares Held
134K
Value
$6.87M
Alcon Inc.
ALC
Shares Held
133K
Value
$13.86M
Darling Ingredients Inc.
DAR
Shares Held
130K
Value
$4.74M
Waste Connections, Inc.
WCN
Shares Held
117K
Value
$28.21M
Workday, Inc.
WDAY
Shares Held
98K
Value
$24.10M
T-Mobile US, Inc.
TMUS
Shares Held
79K
Value
$15.98M
Advanced Micro Devices, Inc.
AMD
Shares Held
68K
Value
$11.38M
Qiagen N.V.
QGEN
Shares Held
64K
Value
$3.33M
Snowflake Inc.
SNOW
Shares Held
64K
Value
$7.16M
Accenture plc
ACN
Shares Held
57K
Value
$20.37M
Alphabet Inc.
GOOGL
Shares Held
48K
Value
$7.78M