SYCOMORE ASSET MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STLA | 1.11M | $18.31M |
 | DLR | 500K | $482.00K |
 | SW | 489K | $18.00M |
 | NVDA | 380K | $47.18M |
 | S | 208K | $4.98M |
 | MSFT | 190K | $81.89M |
 | AZN | 164K | $26.20M |
 | MU | 156K | $17.11M |
 | PCOR | 155K | $9.58M |
 | GTLB | 134K | $6.87M |
 | ALC | 133K | $14.37M |
 | DAR | 130K | $4.74M |
 | WCN | 117K | $28.21M |
 | AVGO | 104K | $18.55M |
 | WDAY | 98K | $24.10M |
 | TMUS | 79K | $15.98M |
 | VRT | 77K | $7.71M |
 | AMD | 68K | $11.38M |
 | QGEN | 64K | $3.40M |
 | SNOW | 64K | $7.16M |
Stellantis N.V.
STLA
Shares Held
1.11M
Value
$18.31M
Digital Realty Trust, Inc.
DLR
Shares Held
500K
Value
$482.00K
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
AstraZeneca PLC
AZN
Shares Held
164K
Value
$26.20M
Micron Technology, Inc.
MU
Shares Held
156K
Value
$17.11M
Procore Technologies, Inc.
PCOR
Shares Held
155K
Value
$9.58M
GitLab Inc.
GTLB
Shares Held
134K
Value
$6.87M
Alcon Inc.
ALC
Shares Held
133K
Value
$14.37M
Darling Ingredients Inc.
DAR
Shares Held
130K
Value
$4.74M
Waste Connections, Inc.
WCN
Shares Held
117K
Value
$28.21M
Broadcom Inc.
AVGO
Shares Held
104K
Value
$18.55M
Workday, Inc.
WDAY
Shares Held
98K
Value
$24.10M
T-Mobile US, Inc.
TMUS
Shares Held
79K
Value
$15.98M
Vertiv Holdings Co
VRT
Shares Held
77K
Value
$7.71M
Advanced Micro Devices, Inc.
AMD
Shares Held
68K
Value
$11.38M
Qiagen N.V.
QGEN
Shares Held
64K
Value
$3.40M
Snowflake Inc.
SNOW
Shares Held
64K
Value
$7.16M