Stock Taper 
SYCOMORE ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Stellantis N.V. | STLA | 1.11M | $8.57M |
 Digital Realty Trust, Inc. | DLR | 500K | $489K |
 Smurfit Westrock plc | SW | 488.74K | $13.99M |
 NVIDIA Corporation | NVDA | 380.39K | $81.73M |
 SentinelOne, Inc. | S | 207.69K | $3.85M |
 Microsoft Corporation | MSFT | 189.86K | $78.99M |
 AstraZeneca PLC | AZN | 163.87K | $30.65M |
 Micron Technology, Inc. | MU | 155.73K | $139.52M |
 Procore Technologies, Inc. | PCOR | 155.37K | $7.39M |
 GitLab Inc. | GTLB | 133.67K | $3.58M |
 Alcon Inc. | ALC | 133.22K | $8.74M |
 Darling Ingredients Inc. | DAR | 130.1K | $7.72M |
 Waste Connections, Inc. | WCN | 117.23K | $24.9M |
 Broadcom Inc. | AVGO | 104.18K | $43.97M |
 Workday, Inc. | WDAY | 98.19K | $12.18M |
 T-Mobile US, Inc. | TMUS | 78.61K | $15.02M |
 Vertiv Holdings Co | VRT | 76.65K | $24.83M |
 Advanced Micro Devices, Inc. | AMD | 67.94K | $34.23M |
 Qiagen N.V. | QGEN | 64.02K | $2.6M |
 Snowflake Inc. | SNOW | 63.64K | $11.3M |