SYCOMORE ASSET MANAGEMENT
SYCOMORE ASSET MANAGEMENT reported 72 positions worth $931.6K as of June 30, 2026 (13F filed July 16, 2026). Largest holding: MU (15.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MU | SH | $139.5K | 14.98% | 155,733 | — | — | |
| ▸ 2 | NVDA | SH | $81.7K | 8.77% | 380,389 | — | — | |
| ▸ 3 | MSFT | SH | $79.0K | 8.48% | 189,860 | — | — | |
| ▸ 4 | AVGO | SH | $44.0K | 4.72% | 104,183 | — | — | |
| ▸ 5 | AMD | SH | $34.2K | 3.67% | 67,942 | — | — | |
| ▸ 6 | AZN | SH | $30.6K | 3.29% | 163,871 | — | — | |
| ▸ 7 | WCN | SH | $24.9K | 2.67% | 117,228 | — | — | |
| ▸ 8 | VRT | SH | $24.8K | 2.66% | 76,651 | — | — | |
| ▸ 9 | LLY | SH | $21.5K | 2.31% | 20,238 | — | — | |
| ▸ 10 | MA | SH | $19.6K | 2.11% | 39,834 | — | — |
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Frequently Asked Questions
What stocks does SYCOMORE ASSET MANAGEMENT hold as of Q2 2026?
SYCOMORE ASSET MANAGEMENT reported 72 positions worth $931.6K in its Q2 2026 13F filing. Largest positions: MU (15.0%), NVDA (8.8%), MSFT (8.5%), AVGO (4.7%) and AMD (3.7%).
What did SYCOMORE ASSET MANAGEMENT buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SYCOMORE ASSET MANAGEMENT sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.