Holdings
Sycomore Asset Management
As of Jun 30, 2026, Sycomore Asset Management reported 56 positions worth US$829M. Largest: Micron Technology, Inc., Nvidia Corporation and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Micron Technology, Inc. | 156K | US$140M | new | Jun 30, 2026 |
| Nvidia Corporation | 380K | US$81.7M | no change | Jun 30, 2026 |
| Microsoft Corp. | 190K | US$79M | no change | Jun 30, 2026 |
| Broadcom Inc. | 104K | US$44M | no change | Jun 30, 2026 |
| Advanced Micro Devices Inc | 67,942 | US$34.2M | no change | Jun 30, 2026 |
| Waste Connections, Inc. | 117K | US$24.9M | no change | Jun 30, 2026 |
| Vertiv Holdings, Llc | 76,651 | US$24.8M | new | Jun 30, 2026 |
| Eli Lilly And Company | 20,238 | US$21.5M | no change | Jun 30, 2026 |
| Mastercard Incorporated | 39,834 | US$19.6M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 47,803 | US$18.6M | no change | Jun 30, 2026 |