Stock Taper 
SYCOMORE ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Water Works Company, Inc. | AWK | 23.55K | $2.92M |
 Thermo Fisher Scientific Inc. | TMO | 23.32K | $10.45M |
 MasTec, Inc. | MTZ | 22.44K | $8.77M |
 Applied Materials, Inc. | AMAT | 22.25K | $10.12M |
 Apple Inc. | AAPL | 21.48K | $6.62M |
 Synopsys, Inc. | SNPS | 21.05K | $11.26M |
 Owens Corning | OC | 20.95K | $2.52M |
 Eli Lilly and Company | LLY | 20.24K | $21.55M |
 Quanta Services, Inc. | PWR | 19.45K | $14.44M |
 Intuitive Surgical, Inc. | ISRG | 18.95K | $8.27M |
 Palo Alto Networks, Inc. | PANW | 17.36K | $4.46M |
 Astera Labs, Inc. Common Stock | ALAB | 17.23K | $5.49M |
 Intuit Inc. | INTU | 16.85K | $5.13M |
 Deere & Company | DE | 15.84K | $8.38M |
 United Rentals, Inc. | URI | 14.06K | $13.54M |
 Republic Services, Inc. | RSG | 13.88K | $2.88M |
 CrowdStrike Holdings, Inc. | CRWD | 10.85K | $7.29M |
 Acuity Brands, Inc. | AYI | 7.67K | $2.28M |
 Arista Networks, Inc. | ANET | 7.04K | $1.11M |
 Datadog, Inc. | DDOG | 6.7K | $1.5M |