SYCOMORE ASSET MANAGEMENT 13F Holdings

CIK 0001728681 · PARIS, I0

As of Sep 30, 2025, SYCOMORE ASSET MANAGEMENT reported 63 positions worth $600.9K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology189,860$81.9K13.63%
NVIDIA CORPNVDATechnology380,389$47.2K7.85%
WASTE CONNECTIONS INCWCNIndustrials117,228$28.2K4.69%
WORKDAY INCWDAYTechnology98,189$24.1K4.01%
SERVICENOW INCNOWTechnology25,703$22.7K3.78%
ACCENTURE PLCACNTechnology57,242$20.4K3.39%
MASTERCARD INCMAFinancial Services39,834 9.6K3.26%
ELI LILLY & COLLYHealthcare20,238 8.4K3.06%
SMURFIT WESTROCK PLCSWConsumer Cyclical488,737 8.0K3.00%
STELLANTIS NVSTLAConsumer Cyclical1,110,051 8.0K2.99%
STRYKER CORPSYKHealthcare47,578 7.2K2.86%
MICRON TECHNOLOGY INCMUTechnology155,733 7.1K2.85%
T-MOBILE US INCTMUSCommunication Services78,614 6.0K2.66%
EATON CORP PLCETNIndustrials44,428 4.8K2.46%
THERMO FISHER SCIENTIFIC INCTMOHealthcare23,318 4.4K2.40%
ALCON INCALCHealthcare133,220 3.9K2.31%
FERRARI NVRACEConsumer Cyclical23,649 1.7K1.95%
ADVANCED MICRO DEVICES INCAMDEquity67,942 1.4K1.89%
UNITED RENTALS INCURIIndustrials14,060 1.3K1.88%
SYNOPSYS INCSNPSTechnology21,054 0.9K1.81%
PURE STORAGE INCPSTGTechnology187,874$9.5K1.58%
VEEVA SYSTEMS INCVEEVHealthcare40,273$8.4K1.40%
DUOLINGO INCDUOLTechnology28,184$7.8K1.30%
ALPHABET INCGOOGLEquity47,803$7.8K1.29%
CLEAN HARBORS INCCLHIndustrials31,437$7.6K1.27%