SYCOMORE ASSET MANAGEMENT
CIK 0001728681 · PARIS, I0 · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$931.6K
2026 Q2
Positions
72
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
MU
MICRON TECHNOLOGY INC
15.0%
NVDA
NVIDIA
8.8%
MSFT
MICROSOFT CORP
8.5%
AVGO
BROADCOM
4.7%
AMD
ADVANCED MICRO DEVICES
3.7%
AZN
ASTRA ZENECA
3.3%
WCN
WASTE CONNECTIONS
2.7%
VRT
VERTIV HOLDINGS
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.