13F Insight
DOSSIER · 13F-HR · Q1 2026

SYCOMORE ASSET MANAGEMENT

$718M in tracked AUM across 74 positions as of Q1 2026.

SA
CIK 0001728681 · last filed Mar 31, 2026
Total AUM
$718M
as of Q1 2026
Holdings
74
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SYCOMORE ASSET MANAGEMENT filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$82M190K11.4%02
NVDA
NVIDIA
$47M380K6.6%03
WCN
WASTE CONNECTIONS
$28M117K3.9%04
G0593M107
ASTRA ZENECA
$26M164K3.6%05
WDAY
WORKDAY INC
$24M98K3.4%06
NOW
SERVICENOW
$23M26K3.2%07
G1151C101
ACCENTURE PLC
$20M57K2.8%08
MA
MASTERCARD
$20M40K2.7%09
AVGO
BROADCOM
$19M104K2.6%10
LLY
ELI LILLY
$18M20K2.6%

Filing history

2026Q1Mar 31
$718M▲ 18.8%
74 positionsView →2025Q4Dec 31
$604M▲ 0.6%
66 positionsView →2025Q3Sep 30
$601M▼ 6.7%
64 positionsView →2025Q2Jun 30
$644M▼ 8.5%
65 positionsLocked2025Q1Mar 31
$705M▲ 0.5%
74 positionsLocked2024Q4Dec 31
$701M▲ 16.4%
74 positionsLocked2024Q3Sep 30
$603M▲ 6.0%
70 positionsLocked2024Q2Jun 30
$569M▲ 24.3%
68 positionsLocked2024Q1Mar 31
$457M▼ 1.9%
68 positionsLocked2023Q4Dec 31
$466M▲ 19.3%
81 positionsLocked2023Q3Sep 30
$391M▼ 8.6%
79 positionsLocked2023Q2Jun 30
$428M▲ 22.5%
80 positionsLocked
Showing 12 of 30