SYCOMORE ASSET MANAGEMENT — 13F holdings

SYCOMORE ASSET MANAGEMENT reported 73 holdings worth $932M in its 13F filing for Q2 2026, filed July 16, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $140M (15.0%)
2. NVDA NVIDIA CORPORATION — $81.7M (8.8%)
3. MSFT MICROSOFT CORP — $79.0M (8.5%)
4. AVGO BROADCOM INC — $44.0M (4.7%)
5. AMD ADVANCED MICRO DEVICES INC — $34.2M (3.7%)
6. AZN ASTRAZENECA PLC — $30.7M (3.3%)
7. WCN WASTE CONNECTIONS INC — $24.9M (2.7%)
8. VRT VERTIV HOLDINGS CO — $24.8M (2.7%)
9. LLY ELI LILLY & CO — $21.5M (2.3%)
10. MA MASTERCARD INCORPORATED — $19.6M (2.1%)