SYCOMORE ASSET MANAGEMENT

PARIS, I0 · CIK 1728681 · 13F filing filed 2026-07-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entitySYCOMORE ASSET MANAGEMENT (FR)

Others nearbyParis

$931.6m reported value +29.8% vs Q1 2026

72positions

53.7%in top 10

0 new 0 added 0 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	MICRON TECHNOLOGY INC COM MU	MU	155,733	$139.5m14.98%	14.98%	Unchanged
2	NVIDIA CORPORATION COM NVDA	NVDA	380,389	$81.7m8.77%	8.77%	Unchanged
3	MICROSOFT CORP COM MSFT	MSFT	189,860	$79.0m8.48%	8.48%	Unchanged
4	BROADCOM INC COM AVGO	AVGO	104,183	$44.0m4.72%	4.72%	Unchanged
5	ADVANCED MICRO DEVICES INC COM AMD	AMD	67,942	$34.2m3.67%	3.67%	Unchanged
6	ASTRAZENECA PLC ORD AZN	AZN	163,871	$30.6m3.29%	3.29%	Unchanged
7	WASTE CONNECTIONS INC COM WCN	WCN	117,228	$24.9m2.67%	2.67%	Unchanged
8	VERTIV HOLDINGS CO COM CL A VRT	VRT	76,651	$24.8m2.66%	2.66%	Unchanged
9	ELI LILLY & CO COM LLY	LLY	20,238	$21.5m2.31%	2.31%	Unchanged
10	MASTERCARD INCORPORATED CL A MA	MA	39,834	$19.6m2.11%	2.11%	Unchanged
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	47,803	$18.6m2.00%	2.00%	Unchanged
12	ANALOG DEVICES INC COM ADI	ADI	44,251	$18.6m1.99%	1.99%	Unchanged
13	EATON CORP PLC SHS ETN	ETN	44,428	$17.9m1.92%	1.92%	Unchanged
14	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	40,524	$16.7m1.79%	1.79%	Unchanged
15	PURE STORAGE INC CL A P	P	187,874	$16.6m1.78%	1.78%	Unchanged
16	T-MOBILE US INC COM TMUS	TMUS	78,614	$15.0m1.61%	1.61%	Unchanged
17	STRYKER CORPORATION COM SYK	SYK	47,578	$14.9m1.60%	1.60%	Unchanged
18	QUANTA SVCS INC COM PWR	PWR	19,455	$14.4m1.55%	1.55%	Unchanged
19	SMURFIT WESTROCK PLC SHS SW	SW	488,737	$14.0m1.50%	1.50%	Unchanged
20	UNITED RENTALS INC COM URI	URI	14,060	$13.5m1.45%	1.45%	Unchanged
21	COHERENT CORP COM COHR	COHR	34,374	$13.1m1.41%	1.41%	Unchanged
22	MONGODB INC CL A MDB	MDB	41,780	$12.8m1.38%	1.38%	Unchanged
23	WORKDAY INC CL A WDAY	WDAY	98,189	$12.2m1.31%	1.31%	Unchanged
24	SNOWFLAKE INC CL A SNOW	SNOW	63,637	$11.3m1.21%	1.21%	Unchanged
25	SYNOPSYS INC COM SNPS	SNPS	21,054	$11.3m1.21%	1.21%	Unchanged
26	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	23,318	$10.5m1.12%	1.12%	Unchanged
27	PROGRESSIVE CORP COM PGR	PGR	51,770	$10.3m1.10%	1.10%	Unchanged
28	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	57,242	$10.1m1.09%	1.09%	Unchanged
29	APPLIED MATLS INC COM AMAT	AMAT	22,252	$10.1m1.09%	1.09%	Unchanged
30	JPMORGAN CHASE & CO COM JPM	JPM	29,164	$8.9m0.96%	0.96%	Unchanged
31	WABTEC COM WAB	WAB	33,558	$8.8m0.94%	0.94%	Unchanged
32	MASTEC INC COM MTZ	MTZ	22,437	$8.8m0.94%	0.94%	Unchanged
33	ALCON AG ORD SHS ALC	ALC	133,220	$8.7m0.94%	0.94%	Unchanged
34	STELLANTIS N.V SHS STLA	STLA	1,110,051	$8.6m0.92%	0.92%	Unchanged
35	DEERE & CO COM DE	DE	15,835	$8.4m0.90%	0.90%	Unchanged
36	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	18,945	$8.3m0.89%	0.89%	Unchanged
37	DARLING INGREDIENTS INC COM DAR	DAR	130,096	$7.7m0.83%	0.83%	Unchanged
38	FERRARI N V COM RACE	RACE	23,649	$7.7m0.82%	0.82%	Unchanged
39	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	155,373	$7.4m0.79%	0.79%	Unchanged
40	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	10,854	$7.3m0.78%	0.78%	Unchanged
41	APPLE INC COM AAPL	AAPL	21,479	$6.6m0.71%	0.71%	Unchanged
42	VEEVA SYS INC CL A COM VEEV	VEEV	40,273	$6.4m0.69%	0.69%	Unchanged
43	ON SEMICONDUCTOR CORP COM ON	ON	44,450	$5.6m0.61%	0.61%	Unchanged
44	ASTERA LABS INC COM ALAB	ALAB	17,231	$5.5m0.59%	0.59%	Unchanged
45	INTUIT COM INTU	INTU	16,846	$5.1m0.55%	0.55%	Unchanged
46	PALO ALTO NETWORKS INC COM PANW	PANW	17,365	$4.5m0.48%	0.48%	Unchanged
47	VERISK ANALYTICS INC COM VRSK	VRSK	24,085	$4.1m0.44%	0.44%	Unchanged
48	SENTINELONE INC CL A S	S	207,688	$3.9m0.41%	0.41%	Unchanged
49	NEXTERA ENERGY INC COM NEE	NEE	42,889	$3.8m0.40%	0.40%	Unchanged
50	GITLAB INC CLASS A COM GTLB	GTLB	133,668	$3.6m0.38%	0.38%	Unchanged
51	DUOLINGO INC CL A COM DUOL	DUOL	28,184	$3.0m0.32%	0.32%	Unchanged
52	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	23,553	$2.9m0.31%	0.31%	Unchanged
53	XYLEM INC COM XYL	XYL	25,939	$2.9m0.31%	0.31%	Unchanged
54	REPUBLIC SVCS INC COM RSG	RSG	13,884	$2.9m0.31%	0.31%	Unchanged
55	QIAGEN NV ORD SHARES QGEN	QGEN	64,024	$2.6m0.28%	0.28%	Unchanged
56	SERVICENOW INC COM NOW	NOW	25,703	$2.6m0.28%	0.28%	Unchanged
57	OWENS CORNING NEW COM OC	OC	20,947	$2.5m0.27%	0.27%	Unchanged
58	ACUITY INC COM AYI	AYI	7,669	$2.3m0.24%	0.24%	Unchanged
59	DATADOG INC CL A COM DDOG	DDOG	6,700	$1.5m0.16%	0.16%	Unchanged
60	FIRST SOLAR INC COM FSLR	FSLR	5,544	$1.5m0.16%	0.16%	Unchanged
61	TOTALENERGIES SE ACT TTE	TTE	12,710	$1.1m0.12%	0.12%	Unchanged
62	ARISTA NETWORKS INC COM SHS ANET	ANET	7,039	$1.1m0.12%	0.12%	Unchanged
63	CARLISLE COS INC COM CSL	CSL	3,000	$1.0m0.11%	0.11%	Unchanged
64	DIGITAL RLTY TR INC COM DLR	DLR	500,000	$489.0k0.05%	0.05%	Unchanged
65	INVESCO EXCH TRADED FD TR II SOLAR ETF TAN	TAN	6,500	$448.0k0.05%	0.05%	Unchanged
66	WEST FRASER TIMBER CO LTD COM WFG	WFG	6,500	$405.0k0.04%	0.04%	Unchanged
67	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	2,800	$363.0k0.04%	0.04%	Unchanged
68	INVESCO EXCH TRADED FD TR II CHINA TECHNLGY CQQQ	CQQQ	6,100	$333.0k0.04%	0.04%	Unchanged
69	AMAZON COM INC COM AMZN	AMZN	300	$80.0k0.01%	0.01%	Unchanged
70	BAIDU INC SPON ADR REP A BIDU	BIDU	600	$76.0k0.01%	0.01%	Unchanged
71	NEXTRACKER INC CLASS A COM NXT	NXT	700	$6.0k0.00%	0.00%	Unchanged
72	SUNRUN INC COM RUN	RUN	1,600	$3.0k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CLEAN HARBORS INC CLH	CLH	31,437	$7.6m31.4k shares