Stock Taper 
SYCOMORE ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Analog Devices, Inc. | ADI | 44.25K | $18.58M |
 Eaton Corporation plc | ETN | 44.43K | $17.91M |
 ON Semiconductor Corporation | ON | 44.45K | $5.64M |
 Stryker Corporation | SYK | 47.58K | $14.89M |
 Alphabet Inc. | GOOGL | 47.8K | $18.59M |
 The Progressive Corporation | PGR | 51.77K | $10.29M |
 Accenture plc | ACN | 57.24K | $10.13M |
 Snowflake Inc. | SNOW | 63.64K | $11.3M |
 Qiagen N.V. | QGEN | 64.02K | $2.6M |
 Advanced Micro Devices, Inc. | AMD | 67.94K | $34.23M |
 Vertiv Holdings Co | VRT | 76.65K | $24.83M |
 T-Mobile US, Inc. | TMUS | 78.61K | $15.02M |
 Workday, Inc. | WDAY | 98.19K | $12.18M |
 Broadcom Inc. | AVGO | 104.18K | $43.97M |
 Waste Connections, Inc. | WCN | 117.23K | $24.9M |
 Darling Ingredients Inc. | DAR | 130.1K | $7.72M |
 Alcon Inc. | ALC | 133.22K | $8.74M |
 GitLab Inc. | GTLB | 133.67K | $3.58M |
 Procore Technologies, Inc. | PCOR | 155.37K | $7.39M |
 Micron Technology, Inc. | MU | 155.73K | $139.52M |