SYCOMORE ASSET MANAGEMENT - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, SYCOMORE ASSET MANAGEMENT held in its portfolio 66 assets valued at $604,499 (i.e. $604.50K).
The most valuable assets in the portfolio included: MICROSOFT CORP ($81.89K), WASTE CONNECTIONS ($28.21K), and WORKDAY INC ($24.10K).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SYCOMORE ASSET MANAGEMENT - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 189860 | 81889 | MICROSOFT CORP |
| WASTE CONNECTIONS | 117228 | 28210 | WASTE CONNECTIONS |
| WORKDAY INC | 98189 | 24099 | WORKDAY INC |
| SERVICENOW | 25703 | 22744 | SERVICENOW |
| ACCENTURE PLC | 57242 | 20367 | ACCENTURE PLC |
| MASTERCARD | 39834 | 19569 | MASTERCARD |
| STELLANTIS NV | 1110051 | 18505 | STELLANTIS NV |
| ELI LILLY | 20238 | 18403 | ELI LILLY |
| SMURFIT WESTROCK | 488737 | 18000 | SMURFIT WESTROCK |
| MICRON TECHNOLOGY INC | 155733 | 17112 | MICRON TECHNOLOGY INC |
| T-MOBILE US | 78614 | 15978 | T-MOBILE US |
| EATON CORP | 44428 | 14795 | EATON CORP |
| ALCON INC | 133220 | 14559 | ALCON INC |
| THERMO FISHER | 23318 | 14442 | THERMO FISHER |
| PROGRESSIVE US | 51770 | 13066 | PROGRESSIVE US |
| CYBERARK | 44312 | 12734 | CYBERARK |
| FERRARI NV | 23649 | 12073 | FERRARI NV |
| MONGO DB | 41780 | 11391 | MONGO DB |
| ADVANCED MICRO DEVICES | 67942 | 11380 | ADVANCED MICRO DEVICES |
| UNITED RENTALS | 14060 | 11285 | UNITED RENTALS |
| SYNOPSYS | 21054 | 10851 | SYNOPSYS |
| INTUIT INC | 16846 | 10728 | INTUIT INC |
| ANALOG DEVICES | 44251 | 9910 | ANALOG DEVICES |
| PROCORE TECHNOLOGY | 155373 | 9576 | PROCORE TECHNOLOGY |
| PURE STORAGE | 187874 | 9478 | PURE STORAGE |
| INTUITIVE SURGICAL | 18945 | 9214 | INTUITIVE SURGICAL |
| VEEVA | 40273 | 8434 | VEEVA |
| DUOLINGO | 28184 | 7834 | DUOLINGO |
| ALPHABET - A | 47803 | 7779 | ALPHABET - A |
| VERTIV HOLDINGS | 76651 | 7713 | VERTIV HOLDINGS |
| TSMC ADR | 40524 | 7571 | TSMC ADR |
| SNOWFLAKE | 63637 | 7159 | SNOWFLAKE |
| GITLAB INC | 133668 | 6872 | GITLAB INC |
| DEERE | 15835 | 6516 | DEERE |
| VERISK ANALYTICS INC | 24085 | 6382 | VERISK ANALYTICS INC |
| JP MORGAN | 29164 | 6118 | JP MORGAN |
| WABTEC | 33558 | 6117 | WABTEC |
| PALO ALTO | 17365 | 5882 | PALO ALTO |
| QUANTA SERVICES | 19455 | 5766 | QUANTA SERVICES |
| SENTINEL ONE | 207688 | 4976 | SENTINEL ONE |
| APPLE INC US | 21479 | 4887 | APPLE INC US |
| DARLING INGREDIENTS | 130096 | 4743 | DARLING INGREDIENTS |
| OWENS CORNING | 20947 | 3645 | OWENS CORNING |
| NEXTERA ENERGY | 42889 | 3580 | NEXTERA ENERGY |
| CONFLUENT | 177319 | 3491 | CONFLUENT |
| AMERICAN WATER WORKS | 23553 | 3372 | AMERICAN WATER WORKS |
| ON SEMICONDUCTOR CORP | 44450 | 3259 | ON SEMICONDUCTOR CORP |
| COHERENT INC | 34374 | 3177 | COHERENT INC |
| CROWDSTRIKE | 10854 | 3055 | CROWDSTRIKE |
| REPUBLIC SERVICES | 13884 | 2787 | REPUBLIC SERVICES |
| MASTEC | 22437 | 2754 | MASTEC |
| ARISTA NETWORKS | 7039 | 2719 | ARISTA NETWORKS |
| ACUITY BRANDS INC | 7669 | 2069 | ACUITY BRANDS INC |
| FIRST SOLAR INC | 5544 | 1417 | FIRST SOLAR INC |
| TOTAL ENERGIES | 12710 | 944 | TOTAL ENERGIES |
| ASTERA LABS INC | 17231 | 943 | ASTERA LABS INC |
| DATADOG | 6700 | 765 | DATADOG |
| DIGITAL REALTY 0.625 2031 | 500000 | 487 | DIGITAL REALTY 0.625 2031 |
| ALIBABA GROUP | 2800 | 294 | ALIBABA GROUP |
| INVESCO SOLAR ETF | 6500 | 273 | INVESCO SOLAR ETF |
| INVESCO CHINA TECHNOLOGY ETF | 6100 | 233 | INVESCO CHINA TECHNOLOGY ETF |
| BAIDU INC | 600 | 62 | BAIDU INC |
| AMAZON.COM | 300 | 57 | AMAZON.COM |
| CALL FSLR 1/17/25 C230 | 200 | 4 | CALL FSLR 1/17/25 C230 |
| CALL RUN 1/17/25 C17.5 | 1600 | 3 | CALL RUN 1/17/25 C17.5 |
| CALL NXT 02/21/25 C45 | 500 | 2 | CALL NXT 02/21/25 C45 |
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