SYCOMORE ASSET MANAGEMENT
13F filer · CIK 1728681 · Paris
Summary
SYCOMORE ASSET MANAGEMENT reported $931.6K across 72 positions in its 13F for 2026 Q2, filed Jul 16, 2026. The largest holdings are MU (15.0%), NVDA (8.8%), MSFT (8.5%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 0, trimmed 0 and sold out of 1.
Reported value$931.6K
Positions72
Report period2026 Q2
FiledJul 16, 2026
New positions0
Added0
Trimmed0
Sold out1
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 15.0%Value $139.5KPrice $1054Shares 156KSince Jun 30 +117547.52%
Weight 8.8%Value $81.7KPrice $228.86Shares 380KSince Jun 30 +106416.37%
Weight 8.5%Value $79.0KPrice $509.22Shares 190KSince Jun 30 +122300.53%
Weight 4.7%Value $44.0KPrice $349.57Shares 104KSince Jun 30 +82735.04%
Weight 3.7%Value $34.2KPrice $607.87Shares 68KSince Jun 30 +120536.49%
Weight 3.3%Value $30.6KPrice $166.15Shares 164KSince Jun 30 +88732.51%
Weight 2.7%Value $24.9KPrice $156.16Shares 117KSince Jun 30 +73425.28%
Weight 2.7%Value $24.8KPrice $244.04Shares 77KSince Jun 30 +75241.99%
Weight 2.3%Value $21.5KPrice $1185Shares 20KSince Jun 30 +111175.19%
Weight 2.1%Value $19.6KPrice $568.26Shares 40KSince Jun 30 +115160.80%
Weight 2.0%Value $18.6KPrice $342.75Shares 48KSince Jun 30 +88035.98%
Weight 2.0%Value $18.6KPrice $395.43Shares 44KSince Jun 30 +94062.26%
Weight 1.9%Value $17.9KPrice $431.41Shares 44KSince Jun 30 +106916.66%
Weight 1.8%Value $16.7KPrice $452.88Shares 41KSince Jun 30 +109736.07%
Weight 1.8%Value $16.6KPrice $129.40Shares 188KSince Jun 30 +146359.99%
Weight 1.6%Value $15.0KPrice $166.45Shares 79KSince Jun 30 +86995.98%
Weight 1.6%Value $14.9KPrice $275.31Shares 48KSince Jun 30 +87857.96%
Weight 1.5%Value $14.4KPrice $644.36Shares 19KSince Jun 30 +86720.58%
Weight 1.5%Value $14.0KPrice $45.07Shares 489KSince Jun 30 +157317.11%
Weight 1.5%Value $13.5KPrice $1044Shares 14KSince Jun 30 +108309.16%
Weight 1.4%Value $13.1KPrice $282.45Shares 34KSince Jun 30 +73963.14%
Weight 1.4%Value $12.8KPrice $334.68Shares 42KSince Jun 30 +108792.84%
Weight 1.3%Value $12.2KPrice $188.60Shares 98KSince Jun 30 +151977.24%
Weight 1.2%Value $11.3KPrice $328.12Shares 64KSince Jun 30 +184651.12%
Weight 1.2%Value $11.3KPrice $417.61Shares 21KSince Jun 30 +78019.60%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 15.0% | $139.5K | +117547.52% | — | Hold | |
| 8.8% | $81.7K | +106416.37% | — | Hold | |
| 8.5% | $79.0K | +122300.53% | — | Hold | |
| 4.7% | $44.0K | +82735.04% | — | Hold | |
| 3.7% | $34.2K | +120536.49% | — | Hold | |
| 3.3% | $30.6K | +88732.51% | — | Hold | |
| 2.7% | $24.9K | +73425.28% | — | Hold | |
| 2.7% | $24.8K | +75241.99% | — | Hold | |
| 2.3% | $21.5K | +111175.19% | — | Hold | |
| 2.1% | $19.6K | +115160.80% | — | Hold | |
| 2.0% | $18.6K | +88035.98% | — | Hold | |
| 2.0% | $18.6K | +94062.26% | — | Hold | |
| 1.9% | $17.9K | +106916.66% | — | Hold | |
| 1.8% | $16.7K | +109736.07% | — | Hold | |
| 1.8% | $16.6K | +146359.99% | — | Hold | |
| 1.6% | $15.0K | +86995.98% | — | Hold | |
| 1.6% | $14.9K | +87857.96% | — | Hold | |
| 1.5% | $14.4K | +86720.58% | — | Hold | |
| 1.5% | $14.0K | +157317.11% | — | Hold | |
| 1.5% | $13.5K | +108309.16% | — | Hold | |
| 1.4% | $13.1K | +73963.14% | — | Hold | |
| 1.4% | $12.8K | +108792.84% | — | Hold | |
| 1.3% | $12.2K | +151977.24% | — | Hold | |
| 1.2% | $11.3K | +184651.12% | — | Hold | |
| 1.2% | $11.3K | +78019.60% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
No new or added positions this quarter.
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.