Institutional Fund
Sycomore Asset Management
Paris, FranceCIK 17286815 filings on record
Portfolio Value
$718.0K
Q1 2026
Holdings
73
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+18.8%
from $604.5K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp11.4%
- Nvidia Corporation6.6%
- Waste Connections Inc3.9%
- Astrazeneca PLC3.6%
- Workday Inc3.4%
- Servicenow Inc3.2%
- Other67.9%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 189.9K | $81.9K | 11.4% | 0 | Held |
| 2 | Nvidia Corporation | 380.4K | $47.2K | 6.6% | +380.4K | New |
| 3 | Waste Connections Inc | 117.2K | $28.2K | 3.9% | 0 | Held |
| 4 | Astrazeneca PLC | 163.9K | $26.2K | 3.6% | +163.9K | New |
| 5 | Workday Inc | 98.2K | $24.1K | 3.4% | 0 | Held |
| 6 | Servicenow Inc | 25.7K | $22.7K | 3.2% | 0 | Held |
| 7 | Accenture PLC Ireland | 57.2K | $20.4K | 2.8% | 0 | Held |
| 8 | Mastercard Incorporated | 39.8K | $19.6K | 2.7% | 0 | Held |
| 9 | Broadcom Inc | 104.2K | $18.6K | 2.6% | +104.2K | New |
| 10 | Eli Lilly & Co | 20.2K | $18.4K | 2.6% | 0 | Held |
63 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio