Stock Taper 
SYCOMORE ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amazon.com, Inc. | AMZN | 300 | $80K |
 Baidu, Inc. | BIDU | 600 | $76K |
 Nextpower Inc. | NXT | 700 | $6K |
 Sunrun Inc. | RUN | 1.6K | $3K |
 Alibaba Group Holding Limited | BABA | 2.8K | $363K |
 Carlisle Companies Incorporated | CSL | 3K | $1.02M |
 First Solar, Inc. | FSLR | 5.54K | $1.5M |
 Datadog, Inc. | DDOG | 6.7K | $1.5M |
 Arista Networks, Inc. | ANET | 7.04K | $1.11M |
 Acuity Brands, Inc. | AYI | 7.67K | $2.28M |
 CrowdStrike Holdings, Inc. | CRWD | 10.85K | $7.29M |
 Republic Services, Inc. | RSG | 13.88K | $2.88M |
 United Rentals, Inc. | URI | 14.06K | $13.54M |
 Deere & Company | DE | 15.84K | $8.38M |
 Intuit Inc. | INTU | 16.85K | $5.13M |
 Astera Labs, Inc. Common Stock | ALAB | 17.23K | $5.49M |
 Palo Alto Networks, Inc. | PANW | 17.36K | $4.46M |
 Intuitive Surgical, Inc. | ISRG | 18.95K | $8.27M |
 Quanta Services, Inc. | PWR | 19.45K | $14.44M |
 Eli Lilly and Company | LLY | 20.24K | $21.55M |