§ 13F · FUND PROFILE
SYCOMORE ASSET MANAGEMENT.
AUM · $932K (13F)Positions · 73Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 156K | $140K | 15.0% | ±0% |
| 2 | NVDA | NVIDIA | 380K | $82K | 8.8% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 190K | $79K | 8.5% | ±0% |
| 4 | AVGO | BROADCOM | 104K | $44K | 4.7% | ±0% |
| 5 | AMD | ADVANCED MICRO DEVICES | 68K | $34K | 3.7% | ±0% |
| 6 | AZN | ASTRA ZENECA | 164K | $31K | 3.3% | ±0% |
| 7 | WCN | WASTE CONNECTIONS | 117K | $25K | 2.7% | ±0% |
| 8 | VRT | VERTIV HOLDINGS | 77K | $25K | 2.7% | ±0% |
| 9 | LLY | ELI LILLY | 20K | $22K | 2.3% | ±0% |
| 10 | MA | MASTERCARD | 40K | $20K | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYCOMORE SIGNAL
AC read
SYCOMORE ASSET MANAGEMENT is a Other fund managing $932 thousand in assets. The fund runs a portfolio of 73 positions.
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