Stock Taper 
SYCOMORE ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Owens Corning | OC | 20.95K | $2.52M |
 Synopsys, Inc. | SNPS | 21.05K | $11.26M |
 Apple Inc. | AAPL | 21.48K | $6.62M |
 Applied Materials, Inc. | AMAT | 22.25K | $10.12M |
 MasTec, Inc. | MTZ | 22.44K | $8.77M |
 Thermo Fisher Scientific Inc. | TMO | 23.32K | $10.45M |
 American Water Works Company, Inc. | AWK | 23.55K | $2.92M |
 Ferrari N.V. | RACE | 23.65K | $7.67M |
 Verisk Analytics, Inc. | VRSK | 24.09K | $4.13M |
 ServiceNow, Inc. | NOW | 25.7K | $2.57M |
 Xylem Inc. | XYL | 25.94K | $2.88M |
 Duolingo, Inc. | DUOL | 28.18K | $3M |
 JPMorgan Chase & Co. | JPM | 29.16K | $8.95M |
 Westinghouse Air Brake Technologies Corporation | WAB | 33.56K | $8.77M |
 Coherent, Inc. | COHR | 34.37K | $13.11M |
 Mastercard Incorporated | MA | 39.83K | $19.64M |
 Veeva Systems Inc. | VEEV | 40.27K | $6.38M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 40.52K | $16.71M |
 MongoDB, Inc. | MDB | 41.78K | $12.84M |
 NextEra Energy, Inc. | NEE | 42.89K | $3.76M |