SYCOMORE ASSET MANAGEMENT

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 28, 2024
Value $
$558M
Signature - Title
Jean Baptiste Blanc - HEAD OF COMPLIANCE
Location
14 Avenue Hoche, Paris, France
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 68 $558M +$197M -$62M +$135M MSFT, NVDA, LLY, NOW, AMD 13F-HR 8/28/2024, 11:41 AM
Q1 2024 66 $447M +$77.9M -$157M -$79.3M MSFT, NVDA, NOW, AMD, INTU 13F-HR 4/29/2024, 08:28 AM
Q4 2023 79 $459M +$96.3M -$88M +$8.37M MSFT, AMD, NVDA, STLA, CRM 13F-HR 2/2/2024, 08:49 AM
Q3 2023 77 $386M +$43.2M -$51.1M -$7.88M MSFT, NVDA, STLA, QGEN, ALC 13F-HR 10/27/2023, 12:17 PM
Q2 2023 78 $423M +$82.2M -$41.4M +$40.8M MSFT, NVDA, CRM, NOW, QGEN 13F-HR 7/20/2023, 10:10 AM
Q1 2023 84 $348M +$103M -$65.6M +$37.5M MSFT, QGEN, CRM, STLA, NOW 13F-HR 4/7/2023, 06:18 AM
Q4 2022 98 $361M +$58.6M -$33.9M +$24.7M STLA, QGEN, MSFT, MA, RACE 13F-HR 1/5/2023, 05:20 AM
Q3 2022 111 $353M +$72.1M -$71.1M +$1.03M STLA, QGEN, MSFT, MA, EURN 13F-HR 11/7/2022, 10:18 AM
Q2 2022 113 $426M +$82.3M -$85.5M -$3.16M STLA, QGEN, MSFT, ETWO, MA 13F-HR 7/19/2022, 09:11 AM
Q1 2022 118 $573M +$68.5M -$46.1M +$22.4M QGEN, MSFT, CRM, ETWO, STLA 13F-HR 5/12/2022, 08:47 AM
Q4 2021 117 $647M +$115M -$77.6M +$37.2M QGEN, MSFT, ETWO, CRM, ALIT 13F-HR 1/14/2022, 10:21 AM
Q3 2021 102 $683M +$111M -$143M -$32.2M QGEN, ETWO, MSFT, CRM, PYPL 13F-HR 11/4/2021, 10:43 AM
Q2 2021 105 $722M +$275M -$108M +$168M QGEN, ETWO, MSFT, PYPL, CRM 13F-HR 11/4/2021, 10:40 AM
Q1 2021 90 $516M +$186M -$147M +$39.3M MSFT, NOMD, PYPL, QGEN, MA 13F-HR 5/14/2021, 08:26 AM
Q4 2020 69 $430M +$138M -$42.2M +$96.2M MSFT, PYPL, NOMD, CRM, APG 13F-HR 2/9/2021, 08:36 AM
Q3 2020 59 $343M +$146M -$50.9M +$95.3M MSFT, APG, PYPL, CRM, NOMD 13F-HR 10/8/2020, 09:37 AM
Q2 2020 35 $224M +$30.4M -$39.2M -$8.84M NOMD, MSFT, QGEN, CRM, PYPL 13F-HR 8/5/2020, 10:40 AM
Q1 2020 38 $209M +$67.7M -$20M +$47.7M NOMD, QGEN, MSFT, DIS, CRM 13F-HR 4/29/2020, 06:55 AM
Q4 2019 31 $209M +$57M -$33.1M +$23.9M QGEN, DIS, NOMD, CRM, MSFT 13F-HR 2/14/2020, 08:54 AM
Q3 2019 37 $188M +$46.6M -$17.3M +$29.4M QGEN, DIS, CRM, INXN, TMO 13F-HR 10/21/2019, 10:23 AM
Q2 2019 32 $172M +$63.9M -$81.5M -$17.6M QGEN, DIS, NEBU, CRM, INXN 13F-HR 7/29/2019, 10:03 AM
Q1 2019 35 $205M QGEN, NEBU, NOMD, INXN, MA 13F-HR 4/24/2019, 09:48 AM
Q4 2018 23 $174M QGEN, NEBU, NOMD, INXN, PK 13F-HR 2/15/2019, 08:22 AM