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| Name: |
SYCOMORE ASSET MANAGEMENT |
| City: |
PARIS |
| State: |
I0 |
| Zip: |
75008 |
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| Holdings
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34 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
|
- |
$423.08 |
$55,579,000 |
136,821 |
% |
6,546,000 |
5,742 |
0 |
N/A |
|
|
NOW |
Servicenow, Inc. |
|
- |
$760.57 |
$22,923,000 |
30,254 |
% |
8,478,000 |
9,729 |
0 |
N/A |
|
|
INTU |
Intuit Inc |
|
- |
$655.13 |
$16,628,000 |
25,514 |
% |
6,275,000 |
9,058 |
0 |
N/A |
|
|
MU |
Micron Technology Inc |
|
- |
$127.81 |
$14,314,000 |
146,627 |
% |
5,927,000 |
49,845 |
0 |
N/A |
|
|
AMAT |
Applied Materials Inc |
|
- |
$217.49 |
$13,046,000 |
63,468 |
% |
7,609,000 |
30,361 |
0 |
N/A |
|
|
CYBR |
Cyber-Ark Software Ltd |
|
- |
$243.50 |
$11,735,000 |
44,487 |
% |
3,413,000 |
6,732 |
0 |
N/A |
|
|
ETN |
Eaton Corp |
|
- |
$337.96 |
$11,701,000 |
39,331 |
% |
4,027,000 |
7,465 |
0 |
N/A |
|
|
DUOL |
Duolingo, Inc. |
|
- |
$177.30 |
$11,184,000 |
52,377 |
% |
2,521,000 |
15,717 |
0 |
N/A |
|
|
MDB |
Mongodb Inc |
|
- |
$376.49 |
$11,020,000 |
28,741 |
% |
3,213,000 |
10,076 |
0 |
N/A |
|
|
BIN |
Waste Connections, Inc |
|
- |
$165.76 |
$9,994,000 |
44,391 |
% |
2,597,000 |
6,565 |
0 |
N/A |
|
|
LLY |
Eli Lilly & Co |
|
- |
$787.02 |
$9,703,000 |
12,731 |
% |
7,239,000 |
8,494 |
0 |
N/A |
|
|
PCOR |
Procore Technologies, Inc. |
|
- |
$70.70 |
$8,550,000 |
108,475 |
% |
2,318,000 |
19,564 |
0 |
N/A |
|
|
HCP |
Hashicorp, Inc. |
|
- |
$0.00 |
$8,198,000 |
308,411 |
% |
3,233,000 |
105,772 |
0 |
N/A |
|
|
TMUS |
T-Mobile Us Inc |
|
- |
$162.68 |
$7,460,000 |
45,491 |
% |
910,000 |
4,017 |
0 |
N/A |
|
|
SYK |
Stryker Corp |
|
- |
$331.99 |
$6,109,000 |
17,070 |
% |
4,410,000 |
11,389 |
0 |
N/A |
|
|
S |
Sentinelone, Inc. |
|
- |
$22.31 |
$5,649,000 |
205,800 |
% |
2,094,000 |
77,586 |
0 |
N/A |
|
|
PGR |
Progressive Corp |
|
- |
$209.25 |
$5,095,000 |
25,678 |
% |
3,748,000 |
17,132 |
0 |
N/A |
|
|
TMO |
Thermo Fisher Scientific |
|
- |
$599.02 |
$4,890,000 |
8,182 |
% |
1,218,000 |
1,275 |
0 |
N/A |
|
|
FSLR |
First Solar, Inc. |
|
- |
$191.93 |
$4,431,000 |
27,461 |
% |
-89,000 |
1,250 |
0 |
N/A |
|
|
FCX |
Freeport McMoRan Copper & G... |
|
- |
$53.61 |
$4,398,000 |
110,376 |
% |
1,012,000 |
32,000 |
0 |
N/A |
|
|
WAB |
Westinghouse Air Brake Tech... |
|
- |
$163.38 |
$4,358,000 |
30,581 |
% |
738,000 |
2,111 |
0.016 |
Auto Parts |
|
|
GTLB |
Gitlab Inc. |
|
- |
$57.10 |
$4,079,000 |
70,700 |
% |
1,053,000 |
23,517 |
0 |
N/A |
|
|
URI |
United Rentals Inc |
|
- |
$712.37 |
$4,030,000 |
5,961 |
% |
2,882,000 |
3,977 |
0 |
N/A |
|
|
V |
Visa Inc |
|
- |
$281.50 |
$2,931,000 |
10,468 |
% |
2,029,000 |
6,984 |
0 |
N/A |
|
|
XYL |
Xylem Inc. |
|
- |
$143.79 |
$2,878,000 |
22,644 |
% |
643,000 |
3,100 |
0 |
N/A |
|
|
ISRG |
Intuitive Surgical Inc |
|
- |
$372.63 |
$2,779,000 |
7,093 |
% |
2,172,000 |
5,295 |
0.002 |
Medical Appliances & ... |
|
|
NEE |
NextEra Energy |
|
- |
$77.05 |
$2,729,000 |
47,210 |
% |
414,000 |
9,000 |
0 |
N/A |
|
|
DE |
Deere & Co |
|
- |
$414.02 |
$2,529,000 |
6,761 |
% |
1,625,000 |
4,511 |
0 |
N/A |
|
|
SHLS |
Shoals Technologies Group, ... |
|
- |
$0.00 |
$1,901,000 |
145,981 |
% |
100,000 |
31,509 |
0 |
N/A |
|
|
HUBS |
Hubspot Inc |
|
- |
$0.00 |
$1,649,000 |
2,728 |
% |
1,117,000 |
1,820 |
0 |
N/A |
|
|
BABA |
Alibaba Group Holding Limited |
|
- |
$80.99 |
$368,000 |
5,000 |
% |
216,000 |
3,000 |
0 |
N/A |
|
|
CQQQ |
Invesco China Technology ETF |
|
- |
$36.45 |
$317,000 |
10,000 |
% |
317,000 |
10,000 |
0 |
N/A |
|
|
TAN |
Invesco Solar ETF |
|
- |
$43.73 |
$165,000 |
3,600 |
% |
52,000 |
1,500 |
0 |
N/A |
|
|
AMZN |
Amazon.com Inc |
|
- |
$185.99 |
$149,000 |
850 |
% |
65,000 |
300 |
0 |
N/A |
|
