Sycomore Asset Management reported 73 holdings worth US$932K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Sycomore Asset Management reported 73 holdings worth US$932K as of Jun 30, 2026. Largest: Micron Technology, Inc., Nvidia Corporation and Microsoft Corp. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$932K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Micron Technology, Inc. | 156K | US$140M | 14975.6% |
| Nvidia Corporation | 380K | US$81.7M | 8772.8% |
| Microsoft Corp. | 190K | US$79M | 8478.3% |
| Broadcom Inc. | 104K | US$44M | 4719.2% |
| Advanced Micro Devices Inc | 67,942 | US$34.2M | 3674.7% |
| Waste Connections, Inc. | 117K | US$24.9M | 2672.5% |
| Vertiv Holdings, Llc | 76,651 | US$24.8M | 2665.0% |
| Eli Lilly And Company | 20,238 | US$21.5M | 2312.9% |
| Mastercard Incorporated | 39,834 | US$19.6M | 2108.0% |
| Alphabet Inc (google) Class C | 47,803 | US$18.6M | 1995.4% |
| Analog Devices, Inc. | 44,251 | US$18.6M | 1994.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 40,524 | US$16.7M | 1793.5% |
| Everpure, Inc. | 188K | US$16.6M | 1781.7% |
| T-mobile Us, Inc. | 78,614 | US$15M | 1612.7% |
| Stryker Corporation | 47,578 | US$14.9M | 1598.5% |
| Quanta Services, Inc. | 19,455 | US$14.4M | 1549.9% |
| United Rentals, Inc. | 14,060 | US$13.5M | 1453.3% |
| Coherent Corp. | 34,374 | US$13.1M | 1407.1% |
| Mongodb, Inc. | 41,780 | US$12.8M | 1378.3% |
| Workday, Inc. | 98,189 | US$12.2M | 1307.1% |
| Snowflake Inc. | 63,637 | US$11.3M | 1213.1% |
| Synopsys, Inc. | 21,054 | US$11.3M | 1208.1% |
| Thermo Fisher Scientific Inc | 23,318 | US$10.5M | 1121.8% |
| Progressive Corporation (the) | 51,770 | US$10.3M | 1104.6% |
| Applied Materials, Inc. | 22,252 | US$10.1M | 1086.5% |
| Jp Morgan Chase & Co. | 29,164 | US$8.95M | 960.2% |
| Westinghouse Air Brake Technologies Corporation | 33,558 | US$8.77M | 941.8% |
| Mastec, Inc. | 22,437 | US$8.77M | 941.0% |
| Deere & Company | 15,835 | US$8.38M | 899.4% |
| Intuitive Surgical, Inc. | 18,945 | US$8.27M | 887.9% |
| Darling Ingredients Inc. | 130K | US$7.72M | 828.8% |
| Procore Technologies, Inc. | 155K | US$7.39M | 793.2% |
| Crowdstrike Holdings, Inc. | 10,854 | US$7.29M | 782.4% |
| Apple Inc | 21,479 | US$6.62M | 710.9% |
| Veeva Systems Inc. | 40,273 | US$6.38M | 685.4% |
| On Semiconductor Corporation | 44,450 | US$5.64M | 605.9% |
| Astera Labs, Inc. | 17,231 | US$5.49M | 589.5% |
| Intuit Inc. | 16,846 | US$5.13M | 550.3% |
| Palo Alto Networks, Inc. | 17,365 | US$4.46M | 478.5% |
| Verisk Analytics, Inc. | 24,085 | US$4.13M | 443.6% |
| Sentinelone, Inc. | 208K | US$3.85M | 413.8% |
| Nextera Energy, Inc. | 42,889 | US$3.76M | 403.5% |
| Gitlab Inc. | 134K | US$3.58M | 384.1% |
| Duolingo, Inc. | 28,184 | US$3M | 322.1% |
| American Water Works Company, Inc. | 23,553 | US$2.92M | 313.1% |
| Xylem Inc. | 25,939 | US$2.88M | 309.5% |
| Republic Services, Inc. | 13,884 | US$2.88M | 308.6% |
| Servicenow, Inc. | 25,703 | US$2.57M | 275.6% |
| Owens Corning Inc | 20,947 | US$2.52M | 270.0% |
| Acuity Inc. | 7,669 | US$2.28M | 244.9% |
| Datadog, Inc. | 6,700 | US$1.5M | 160.8% |
| First Solar, Inc. | 5,544 | US$1.5M | 160.7% |
| Arista Networks, Inc. | 7,039 | US$1.11M | 119.4% |
| Carlisle Companies Incorporated | 3,000 | US$1.02M | 109.9% |
| West Fraser Timber Co. Ltd. | 6,500 | US$405K | 43.5% |
| Amazon.com, Inc. | 300 | US$80,000 | 8.6% |
| Clean Harbors, Inc. | 0 | US$0 | 0.00% |