Institutions / Sycomore Asset Management
Sycomore Asset Management
CIK 1728681 · Institution · as of Dec 31, 2025
Portfolio value
$604.5K
Positions
65
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 65 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $81.9K | 13.5% |
| Waste Connections Inc | $28.2K | 4.7% |
| Workday Inc | $24.1K | 4.0% |
| ServiceNow Inc | $22.7K | 3.8% |
| Accenture plc | $20.4K | 3.4% |
| Mastercard Inc | $19.6K | 3.2% |
| Stellantis NV | $18.5K | 3.1% |
| ELI LILLY & Co | $18.4K | 3.0% |
| Smurfit Westrock plc | $18.0K | 3.0% |
| Micron Technology Inc | $17.1K | 2.8% |
| T-Mobile US, Inc.TMUS | $16.0K | 2.6% |
| Eaton Corp plc | $14.8K | 2.4% |
| Alcon Inc | $14.6K | 2.4% |
| Thermo Fisher Scientific Inc. | $14.4K | 2.4% |
| Progressive CORP/OH | $13.1K | 2.2% |
| Cyberark | $12.7K | 2.1% |
| Ferrari NV | $12.1K | 2.0% |
| MongoDB, Inc. | $11.4K | 1.9% |
| Advanced Micro Devices Inc | $11.4K | 1.9% |
| United Rentals Inc | $11.3K | 1.9% |
| Synopsys Inc | $10.9K | 1.8% |
| Intuit Inc. | $10.7K | 1.8% |
| Analog Devices Inc | $9.9K | 1.6% |
| Procore Technologies, Inc. | $9.6K | 1.6% |
| Everpure, Inc. | $9.5K | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.