The Analysis of SYCOMORE ASSET MANAGEMENT's Holdings
Currently, SYCOMORE ASSET MANAGEMENT holds 65 types of securities in its portfolio with a total value $604.5K. In the most recent quarter, they have increased their positions in PGR (+51.8K shares, valued at $13.1K), CYBR (+44.3K shares, valued at $12.7K), MDB (+41.8K shares, valued at $11.4K); initiated new positions in PGR (+51.8K shares, valued at $13.1K), CYBR (+44.3K shares, valued at $12.7K), MDB (+41.8K shares, valued at $11.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP189.9K shares0.00%2025-12-312026-02-12
WCN WASTE CONNECTIONS117.2K shares0.00%2025-12-312026-02-12 WDAY WORKDAY INC98.2K shares0.00%2025-12-312026-02-12 NOW SERVICENOW25.7K shares0.00%2025-12-312026-02-12 MA MASTERCARD39.8K shares0.00%2025-12-312026-02-12 STLA STELLANTIS NV1.1M shares0.00%2025-12-312026-02-12 LLY ELI LILLY20.2K shares0.00%2025-12-312026-02-12 SW SMURFIT WESTROCK488.7K shares0.00%2025-12-312026-02-12 MU MICRON TECHNOLOGY INC155.7K shares0.00%2025-12-312026-02-12 TMUS T-MOBILE US78.6K shares0.00%2025-12-312026-02-12 EATON CORP EATON CORP44.4K shares0.00%2025-12-312026-02-12 ALC ALCON INC133.2K shares0.00%2025-12-312026-02-12 TMO THERMO FISHER23.3K shares0.00%2025-12-312026-02-12 PGR PROGRESSIVE US51.8K sharesnew addition2025-12-312026-02-12 CYBR CYBERARK44.3K sharesnew addition2025-12-312026-02-12 RACE FERRARI NV23.6K shares0.00%2025-12-312026-02-12 MDB MONGO DB41.8K sharesnew addition2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES67.9K shares0.00%2025-12-312026-02-12 URI UNITED RENTALS14.1K shares0.00%2025-12-312026-02-12 SNPS SYNOPSYS21.1K shares0.00%2025-12-312026-02-12 INTU INTUIT INC16.8K sharesnew addition2025-12-312026-02-12 ADI ANALOG DEVICES44.3K sharesnew addition2025-12-312026-02-12 PCOR PROCORE TECHNOLOGY155.4K sharesnew addition2025-12-312026-02-12 PSTG PURE STORAGE187.9K shares0.00%2025-12-312026-02-12 ISRG INTUITIVE SURGICAL18.9K sharesnew addition2025-12-312026-02-12 VEEV VEEVA40.3K shares0.00%2025-12-312026-02-12 DUOL DUOLINGO28.2K shares0.00%2025-12-312026-02-12 ALPHABET - A ALPHABET - A47.8K shares0.00%2025-12-312026-02-12 VRT VERTIV HOLDINGS76.7K sharesnew addition2025-12-312026-02-12 TSM TSMC ADR40.5K shares0.00%2025-12-312026-02-12 SNOW SNOWFLAKE63.6K shares0.00%2025-12-312026-02-12 GTLB GITLAB INC133.7K shares0.00%2025-12-312026-02-12 DE DEERE15.8K shares0.00%2025-12-312026-02-12 VRSK VERISK ANALYTICS INC24.1K shares0.00%2025-12-312026-02-12 JPM JP MORGAN29.2K shares0.00%2025-12-312026-02-12 WAB WABTEC33.6K shares0.00%2025-12-312026-02-12 PANW PALO ALTO17.4K shares0.00%2025-12-312026-02-12 PWR QUANTA SERVICES19.5K shares0.00%2025-12-312026-02-12 S SENTINEL ONE207.7K shares0.00%2025-12-312026-02-12 AAPL APPLE INC US21.5K shares0.00%2025-12-312026-02-12 DAR DARLING INGREDIENTS130.1K shares0.00%2025-12-312026-02-12 OC OWENS CORNING20.9K shares0.00%2025-12-312026-02-12 NEE NEXTERA ENERGY42.9K shares0.00%2025-12-312026-02-12 CFLT CONFLUENT177.3K shares0.00%2025-12-312026-02-12 AWK AMERICAN WATER WORKS23.6K shares0.00%2025-12-312026-02-12 ON ON SEMICONDUCTOR CORP44.5K shares0.00%2025-12-312026-02-12 COHERENT INC COHERENT INC34.4K shares0.00%2025-12-312026-02-12 CRWD CROWDSTRIKE10.9K shares0.00%2025-12-312026-02-12 RSG REPUBLIC SERVICES13.9K shares0.00%2025-12-312026-02-12 MTZ MASTEC22.4K shares0.00%2025-12-312026-02-12 AYI ACUITY BRANDS INC7.7K sharesnew addition2025-12-312026-02-12 FSLR FIRST SOLAR INC5.5K shares0.00%2025-12-312026-02-12 TOTAL ENERGIES TOTAL ENERGIES12.7K sharesnew addition2025-12-312026-02-12 ALAB ASTERA LABS INC17.2K shares0.00%2025-12-312026-02-12 DDOG DATADOG6.7K shares0.00%2025-12-312026-02-12 DLR DIGITAL REALTY 0.625 2031500.0K shares0.00%2025-12-312026-02-12 BABA ALIBABA GROUP2.8K shares0.00%2025-12-312026-02-12 TAN INVESCO SOLAR ETF6.5K shares0.00%2025-12-312026-02-12 CQQQ INVESCO CHINA TECHNOLOGY ETF6.1K shares0.00%2025-12-312026-02-12 BIDU BAIDU INC600 shares0.00%2025-12-312026-02-12 AMZN AMAZON.COM300 shares0.00%2025-12-312026-02-12 NXT CALL FSLR 1/17/25 C230700 shares0.00%2025-12-312026-02-12 RUN CALL RUN 1/17/25 C17.51.6K shares0.00%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available