The Analysis of SYCOMORE ASSET MANAGEMENT's Holdings


Currently, SYCOMORE ASSET MANAGEMENT holds 63 types of securities in its portfolio with a total value $600.9K. In the most recent quarter, they have increased their positions in ACN (+57.2K shares, valued at $20.4K), AMD (+67.9K shares, valued at $11.4K), AMAT (+22.3K shares, valued at $4.7K); initiated new positions in ACN (+57.2K shares, valued at $20.4K), AMD (+67.9K shares, valued at $11.4K), AMAT (+22.3K shares, valued at $4.7K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP189.9K shares0.00%2025-09-302025-11-21history
NVDA NVIDIA380.4K shares0.00%2025-09-302025-11-21history
WCN WASTE CONNECTIONS117.2K shares0.00%2025-09-302025-11-21history
WDAY WORKDAY INC98.2K shares0.00%2025-09-302025-11-21history
NOW SERVICENOW25.7K shares0.00%2025-09-302025-11-21history
ACN ACCENTURE PLC57.2K sharesnew addition2025-09-302025-11-21history
MA MASTERCARD39.8K shares0.00%2025-09-302025-11-21history
LLY ELI LILLY20.2K shares0.00%2025-09-302025-11-21history
Sponsored
SW SMURFIT WESTROCK488.7K shares0.00%2025-09-302025-11-21history
STLA STELLANTIS NV1.1M shares0.00%2025-09-302025-11-21history
SYK STRYKER CORP47.6K shares0.00%2025-09-302025-11-21history
MU MICRON TECHNOLOGY INC155.7K shares0.00%2025-09-302025-11-21history
TMUS T-MOBILE US78.6K shares0.00%2025-09-302025-11-21history
ETN EATON CORP44.4K shares0.00%2025-09-302025-11-21history
TMO THERMO FISHER23.3K shares0.00%2025-09-302025-11-21history
ALC ALCON INC133.2K shares0.00%2025-09-302025-11-21history
Sponsored
RACE FERRARI NV23.6K shares0.00%2025-09-302025-11-21history
AMD ADVANCED MICRO DEVICES67.9K sharesnew addition2025-09-302025-11-21history
URI UNITED RENTALS14.1K shares0.00%2025-09-302025-11-21history
SNPS SYNOPSYS21.1K shares0.00%2025-09-302025-11-21history
PSTG PURE STORAGE187.9K shares0.00%2025-09-302025-11-21history
VEEV VEEVA40.3K shares0.00%2025-09-302025-11-21history
DUOL DUOLINGO28.2K shares0.00%2025-09-302025-11-21history
GOOGL ALPHABET - A47.8K shares0.00%2025-09-302025-11-21history
Sponsored
CLH CLEAN HARBORS31.4K shares0.00%2025-09-302025-11-21history
TSM TSMC ADR40.5K shares0.00%2025-09-302025-11-21history
SNOW SNOWFLAKE63.6K shares0.00%2025-09-302025-11-21history
GTLB GITLAB INC133.7K shares0.00%2025-09-302025-11-21history
DE DEERE15.8K shares0.00%2025-09-302025-11-21history
VRSK VERISK ANALYTICS INC24.1K shares0.00%2025-09-302025-11-21history
JPM JP MORGAN29.2K shares0.00%2025-09-302025-11-21history
WAB WABTEC33.6K shares0.00%2025-09-302025-11-21history
Sponsored
PANW PALO ALTO17.4K shares0.00%2025-09-302025-11-21history
PWR QUANTA SERVICES19.5K shares0.00%2025-09-302025-11-21history
S SENTINEL ONE207.7K shares0.00%2025-09-302025-11-21history
AAPL APPLE INC US21.5K shares0.00%2025-09-302025-11-21history
DAR DARLING INGREDIENTS130.1K shares0.00%2025-09-302025-11-21history
AMAT APPLIED MATERIAL22.3K sharesnew addition2025-09-302025-11-21history
OC OWENS CORNING20.9K shares0.00%2025-09-302025-11-21history
NEE NEXTERA ENERGY42.9K shares0.00%2025-09-302025-11-21history
Sponsored
CFLT CONFLUENT177.3K shares0.00%2025-09-302025-11-21history
XYL XYLEM25.9K sharesnew addition2025-09-302025-11-21history
AWK AMERICAN WATER WORKS23.6K shares0.00%2025-09-302025-11-21history
QGEN QIAGEN N.V.64.0K shares0.00%2025-09-302025-11-21history
ON ON SEMICONDUCTOR CORP44.5K shares0.00%2025-09-302025-11-21history
COHR COHERENT INC34.4K shares0.00%2025-09-302025-11-21history
CRWD CROWDSTRIKE10.9K shares0.00%2025-09-302025-11-21history
RSG REPUBLIC SERVICES13.9K shares0.00%2025-09-302025-11-21history
Sponsored
MTZ MASTEC22.4K shares0.00%2025-09-302025-11-21history
ANET ARISTA NETWORKS7.0K shares0.00%2025-09-302025-11-21history
FSLR FIRST SOLAR INC5.5K shares0.00%2025-09-302025-11-21history
CSL CARLISLE COS INC3.0K shares0.00%2025-09-302025-11-21history
ALAB ASTERA LABS INC17.2K shares0.00%2025-09-302025-11-21history
DDOG DATADOG6.7K shares0.00%2025-09-302025-11-21history
WFG WEST FRASER6.5K shares0.00%2025-09-302025-11-21history
DLR DIGITAL REALTY 0.625 2031500.0K shares0.00%2025-09-302025-11-21history
Sponsored
BABA ALIBABA GROUP2.8K sharesnew addition2025-09-302025-11-21history
TAN INVESCO SOLAR ETF6.5K shares0.00%2025-09-302025-11-21history
CQQQ INVESCO CHINA TECHNOLOGY ETF6.1K shares0.00%2025-09-302025-11-21history
BIDU BAIDU INC600 sharesnew addition2025-09-302025-11-21history
AMZN AMAZON.COM300 shares0.00%2025-09-302025-11-21history
NXT CALL FSLR 1/17/25 C230700 shares0.00%2025-09-302025-11-21history
RUN CALL RUN 1/17/25 C17.51.6K sharesnew addition2025-09-302025-11-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available