Sycomore Asset Management
$718M 13F equity value
75 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 189,860 | $82M | 11.4% |
| NVDA | NVIDIA | 380,389 | $47M | 6.6% |
| WCN | WASTE CONNECTIONS | 117,228 | $28M | 3.9% |
| AZN | ASTRA ZENECA | 163,871 | $26M | 3.6% |
| WDAY | WORKDAY INC | 98,189 | $24M | 3.4% |
| NOW | SERVICENOW | 25,703 | $23M | 3.2% |
| ACN | ACCENTURE PLC | 57,242 | $20M | 2.8% |
| MA | MASTERCARD | 39,834 | $20M | 2.7% |
| AVGO | BROADCOM | 104,183 | $19M | 2.6% |
| LLY | ELI LILLY | 20,238 | $18M | 2.6% |
Track Sycomore Asset Management's 13F portfolio: $718M in reported holdings, 75 positions. Top holdings and quarterly changes on SentiSense.