Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SYCOMORE ASSET MANAGEMENT (CIK 1728681) reported $718.0M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($81.9M, 11.41%), NVDA ($47.2M, 6.57%), WCN ($28.2M, 3.93%), AZNCF ($26.2M, 3.65%), WDAY ($24.1M, 3.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $81.9M | 11.41% | 189,860 | Hold |
| 2 | NVDA | NVIDIA | $47.2M | 6.57% | 380,389 | New |
| 3 | WCN | WASTE CONNECTIONS | $28.2M | 3.93% | 117,228 | Hold |
| 4 | AZNCF | ASTRA ZENECA | $26.2M | 3.65% | 163,871 | New |
| 5 | WDAY | WORKDAY INC | $24.1M | 3.36% | 98,189 | Hold |
| 6 | NOW | SERVICENOW | $22.7M | 3.17% | 25,703 | Hold |
| 7 | ACN | ACCENTURE PLC | $20.4M | 2.84% | 57,242 | Hold |
| 8 | MA | MASTERCARD | $19.6M | 2.73% | 39,834 | Hold |
| 9 | AVGO | BROADCOM | $18.6M | 2.58% | 104,183 | New |
| 10 | LLY | ELI LILLY | $18.4M | 2.56% | 20,238 | Hold |
| 11 | STLA | STELLANTIS NV | $18.3M | 2.55% | 1.1M | Hold |
| 12 | SW | SMURFIT WESTROCK | $18.0M | 2.51% | 488,737 | Hold |
| 13 | SYK | STRYKER CORP | $17.2M | 2.39% | 47,578 | New |
| 14 | MU | MICRON TECHNOLOGY INC | $17.1M | 2.38% | 155,733 | Hold |
| 15 | TMUS | T-MOBILE US | $16.0M | 2.23% | 78,614 | Hold |
| 16 | ETN | EATON CORP | $14.8M | 2.06% | 44,428 | Hold |
| 17 | TMO | THERMO FISHER | $14.4M | 2.01% | 23,318 | Hold |
| 18 | ALC | ALCON INC | $14.4M | 2.00% | 133,220 | Hold |
| 19 | PGR | PROGRESSIVE US | $13.1M | 1.82% | 51,770 | Hold |
| 20 | RACE | FERRARI NV | $11.9M | 1.66% | 23,649 | Hold |
| 21 | MDB | MONGO DB | $11.4M | 1.59% | 41,780 | Hold |
| 22 | AMD | ADVANCED MICRO DEVICES | $11.4M | 1.58% | 67,942 | Hold |
| 23 | URI | UNITED RENTALS | $11.3M | 1.57% | 14,060 | Hold |
| 24 | SNPS | SYNOPSYS | $10.9M | 1.51% | 21,054 | Hold |
| 25 | INTU | INTUIT INC | $10.7M | 1.49% | 16,846 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31