SYCOMORE ASSET MANAGEMENT: 13F holdings
CIK 17286812026Q2
| Positions | 72 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 155,733 | $139.5m | 13.7% |
| DLR DIGITAL REALTY 0.625 2031 | 500,000 | $89.8m | 8.8% |
| NVDA NVIDIA | 380,389 | $81.7m | 8.0% |
| MSFT MICROSOFT CORP | 189,860 | $79.0m | 7.7% |
| AVGO BROADCOM | 104,183 | $44.0m | 4.3% |
| AMD ADVANCED MICRO DEVICES | 67,942 | $34.2m | 3.4% |
| ASTRA ZENECA | 163,871 | $30.6m | 3.0% |
| WCN WASTE CONNECTIONS | 117,228 | $24.9m | 2.4% |
| VRT VERTIV HOLDINGS | 76,651 | $24.8m | 2.4% |
| LLY ELI LILLY | 20,238 | $21.5m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1728681")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.