SYCOMORE ASSET MANAGEMENT Diversified Active

CIK: 0001728681 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 5, 2023

Total Value ($000): $363 (100.0% shares, 0.0% debt)

Holdings (99)

STLA STELLANTIS (FR) 10.5%
Value ($000) $38 Shares 2,712,252 Est. Cost $14.30 Unrealized
QIAGEN NV 6.9%
Value ($000) $25 Shares 508,723 Est. Cost $51.97 Unrealized
MSFT MICROSOFT CORP 5.7%
Value ($000) $21 Shares 86,593 Est. Cost $185.77 Unrealized +26.0%
MA MASTERCARD 5.1%
Value ($000) $19 Shares 53,859 Est. Cost $299.49 Unrealized +8.0%
RACE FERRARI NV 5.1%
Value ($000) $18 Shares 86,665 Est. Cost $206.10 Unrealized 0.0%
TMUS T-MOBILE US 4.6%
Value ($000) $17 Shares 118,107 Est. Cost $133.59 Unrealized +3.9%
OC OWENS CORNING 3.8%
Value ($000) $14 Shares 156,652 Est. Cost $80.47 Unrealized +8.9%
ALC ALCON INC 3.0%
Value ($000) $11 Shares 161,016 Est. Cost $75.98 Unrealized -16.9%
PANW PALO ALTO 2.4%
Value ($000) $9 Shares 61,770 Est. Cost $74.92 Unrealized +7.2%
INTU INTUIT INC 2.1%
Value ($000) $8 Shares 19,532 Est. Cost $502.71 Unrealized -22.6%
IT GARTNER INC 2.0%
Value ($000) $7 Shares 21,293 Est. Cost $251.95 Unrealized +28.1%
INSTRUCTURE HOLDINGS INC 1.9%
Value ($000) $7 Shares 292,913 Est. Cost $18.29 Unrealized
ACN ACCENTURE PLC 1.9%
Value ($000) $7 Shares 26,016 Est. Cost $268.92 Unrealized -1.8%
LRN STRIDE 1.8%
Value ($000) $7 Shares 206,481 Est. Cost $34.18 Unrealized +7.4%
ALIT ALIGHT 1.7%
Value ($000) $6 Shares 761,000 Est. Cost $10.09 Unrealized -21.2%
MP MP MATERIALS CORP 1.7%
Value ($000) $6 Shares 245,835 Est. Cost $34.61 Unrealized -12.5%
ACTIVISION 1.6%
Value ($000) $6 Shares 77,000 Est. Cost $18.64 Unrealized
CRM SALESFORCE.COM 1.6%
Value ($000) $6 Shares 43,638 Est. Cost $197.42 Unrealized -27.0%
WLY WILEY JOHN AND SONS-CLASS A 1.6%
Value ($000) $6 Shares 143,246 Est. Cost $50.48 Unrealized -26.4%
GOOGL ALPHABET - A 1.5%
Value ($000) $6 Shares 62,771 Est. Cost $109.20 Unrealized -13.6%
BLKB BLACKBAUD INC 1.5%
Value ($000) $5 Shares 93,832 Est. Cost $70.19 Unrealized -20.2%
PYPL PAYPAL HOLDINGS INC 1.3%
Value ($000) $5 Shares 66,753 Est. Cost $118.45 Unrealized -32.6%
ADP AUTOMATIC DATA PROCESSING 1.2%
Value ($000) $4 Shares 18,512 Est. Cost $219.07 Unrealized +4.5%
DIS THE WALT DISNEY COMPANY 1.1%
Value ($000) $4 Shares 45,300 Est. Cost $103.72 Unrealized -9.9%
EQIX EQUINIX 1.0%
Value ($000) $4 Shares 5,776 Est. Cost $627.64 Unrealized -7.8%
SPLUNK INC 1.0%
Value ($000) $4 Shares 43,670 Est. Cost $137.29 Unrealized
ORCL ORACLE US 1.0%
Value ($000) $4 Shares 45,600 Est. Cost $70.25 Unrealized +4.2%
PFE PFIZER INC 1.0%
Value ($000) $4 Shares 69,065 Est. Cost $40.20 Unrealized -0.0%
CHGG CHEGG INC 1.0%
Value ($000) $4 Shares 134,791 Est. Cost $62.57 Unrealized -59.4%
HUBS HUBSPOT 1.0%
Value ($000) $3 Shares 12,398 Est. Cost $496.02 Unrealized -42.9%
SVB FINANCIAL GROUP 1.0%
Value ($000) $3 Shares 15,965 Est. Cost $339.70 Unrealized
DOX AMDOCS LTD 0.9%
Value ($000) $3 Shares 37,700 Est. Cost $78.63 Unrealized +0.8%
AER AERCAP 0.9%
Value ($000) $3 Shares 59,000 Est. Cost $60.01 Unrealized -9.4%
COUR COURSERA 0.9%
Value ($000) $3 Shares 265,743 Est. Cost $34.22 Unrealized -63.1%
SNPS SYNOPSYS 0.9%
Value ($000) $3 Shares 9,800 Est. Cost $232.63 Unrealized +34.6%
CNH CNH INDUSTRIAL US 0.8%
Value ($000) $3 Shares 179,000 Est. Cost $13.77 Unrealized -4.2%
AVGO BROADCOM 0.8%
Value ($000) $3 Shares 5,210 Est. Cost $47.88 Unrealized -0.6%
JPM JP MORGAN 0.8%
Value ($000) $3 Shares 21,471 Est. Cost $129.90 Unrealized -9.4%
CNXC CONCENTRIX 0.8%
Value ($000) $3 Shares 21,600 Est. Cost $143.18 Unrealized -20.7%
NOW SERVICENOW 0.8%
Value ($000) $3 Shares 7,221 Est. Cost $92.50 Unrealized -15.5%
E2OPEN PARENT HOLDINGS INC 0.8%
Value ($000) $3 Shares 487,500 Est. Cost $11.09 Unrealized
TMO THERMO FISHER 0.7%
Value ($000) $3 Shares 4,935 Est. Cost $374.20 Unrealized +40.3%
MRVL MARVELL TECHNOLOGY GROUP 0.7%
Value ($000) $3 Shares 71,500 Est. Cost $66.56 Unrealized -39.5%
ADSK AUTODESK 0.7%
Value ($000) $3 Shares 14,012 Est. Cost $245.34 Unrealized -18.2%
CYBERARK 0.7%
Value ($000) $3 Shares 20,408 Est. Cost $156.61 Unrealized
GXO GXO LOGISTICS 0.7%
Value ($000) $3 Shares 58,950 Est. Cost $55.35 Unrealized -27.5%
FRCB FIRST REPUBLIC 0.7%
Value ($000) $2 Shares 20,564 Est. Cost $99.43 Unrealized +22.4%
TSM TSMC ADR 0.7%
Value ($000) $2 Shares 31,600 Est. Cost $55.95 Unrealized
VEEV VEEVA 0.6%
Value ($000) $2 Shares 14,000 Est. Cost $170.87 Unrealized 0.0%
KLAC KLA-TENCOR CORPORATION 0.6%
Value ($000) $2 Shares 5,910 Est. Cost $323.74 Unrealized +4.4%
AMAT APPLIED MATERIAL 0.5%
Value ($000) $2 Shares 18,398 Est. Cost $131.39 Unrealized -29.0%
VRSK VERISK ANALYTICS INC 0.5%
Value ($000) $2 Shares 9,829 Est. Cost $180.67 Unrealized -4.7%
LAUR LAUREATE 0.4%
Value ($000) $1 Shares 152,659 Est. Cost $12.42 Unrealized -13.0%
ARCO PLATFORM 0.4%
Value ($000) $1 Shares 107,723 Est. Cost $26.99 Unrealized
POLESTAR 0.3%
Value ($000) $1 Shares 243,000 Est. Cost $5.69 Unrealized
AFYA AFYA 0.3%
Value ($000) $1 Shares 74,191 Est. Cost $13.52 Unrealized +8.5%
ETN EATON CORP 0.3%
Value ($000) $1 Shares 6,694 Est. Cost $141.15 Unrealized +4.1%
WCN WASTE CONNECTIONS 0.3%
Value ($000) $1 Shares 5,780 Est. Cost $129.68 Unrealized +2.8%
PWR QUANTA SERVICES 0.3%
Value ($000) $1 Shares 6,853 Est. Cost $125.56 Unrealized +12.6%
SEDG SOLAREDGE 0.3%
Value ($000) $1 Shares 3,122 Est. Cost $278.27 Unrealized -4.6%
SHLS SHOALS TECHNOLOGIES 0.3%
Value ($000) $1 Shares 36,576 Est. Cost $21.95 Unrealized +10.0%
XYL XYLEM 0.2%
Value ($000) $1 Shares 7,207 Est. Cost $99.48 Unrealized +1.5%
DUOL DUOLINGO 0.2%
Value ($000) $1 Shares 11,143 Est. Cost $132.98 Unrealized -41.3%
CLH CLEAN HARBORS 0.2%
Value ($000) $1 Shares 6,812 Est. Cost $101.06 Unrealized +15.6%
FLYW FLYWIRE 0.2%
Value ($000) $1 Shares 33,320 Est. Cost $42.78 Unrealized -49.6%
AYI ACUITY BRANDS INC 0.2%
Value ($000) $1 Shares 4,353 Est. Cost $177.12 Unrealized -0.6%
DCBO DOCEBO 0.2%
Value ($000) $1 Shares 18,900 Est. Cost $71.94 Unrealized -58.3%
RSG REPUBLIC SERVICES 0.2%
Value ($000) $1 Shares 4,530 Est. Cost $125.86 Unrealized +1.9%
VISN COMMSCOPE HOLDING CO INC 0.2%
Value ($000) $1 Shares 82,196 Est. Cost $18.49 Unrealized -47.8%
2U INC 0.2%
Value ($000) $1 Shares 97,149 Est. Cost $31.87 Unrealized
WAB WABTEC 0.2%
Value ($000) $1 Shares 5,577 Est. Cost $89.80 Unrealized +4.6%
DDOG DATADOG 0.1%
Value ($000) $0 Shares 6,700 Est. Cost $146.28 Unrealized -46.6%
AWK AMERICAN WATER WORKS 0.1%
Value ($000) $0 Shares 3,135 Est. Cost $146.38 Unrealized -7.9%
UDMY UDEMY 0.1%
Value ($000) $0 Shares 45,145 Est. Cost $13.82 Unrealized -2.3%
NEE NEXTERA ENERGY 0.1%
Value ($000) $0 Shares 4,896 Est. Cost $76.21 Unrealized -3.1%
CHARGEPOINT 0.1%
Value ($000) $0 Shares 40,309 Est. Cost $10.96 Unrealized
STKL SUNOPTA INC 0.1%
Value ($000) $0 Shares 30,753 Est. Cost $8.34 Unrealized +13.3%
WOLFSPEED 0.1%
Value ($000) $0 Shares 2,797 Est. Cost $86.53 Unrealized
FTCHQ FARFETCH 0.0%
Value ($000) $0 Shares 44,100 Est. Cost $35.82 Unrealized -80.6%
BABA ALIBABA GROUP 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $0.09 Unrealized
BRK/B BERKSHIRE HATHAWAY 0.0%
Value ($000) $0 Shares 500 Est. Cost $210.62 Unrealized +41.0%
MSCI MSCI 0.0%
Value ($000) $0 Shares 273 Est. Cost $535.67 Unrealized -16.2%
URI UNITED RENTALS 0.0%
Value ($000) $0 Shares 341 Est. Cost $309.27 Unrealized +2.9%
NTRS NORTHERN TRUST 0.0%
Value ($000) $0 Shares 1,363 Est. Cost $104.90 Unrealized -24.8%
AXP AMERICAN EXPRESS 0.0%
Value ($000) $0 Shares 816 Est. Cost $124.25 Unrealized +14.6%
V VISA 0.0%
Value ($000) $0 Shares 537 Est. Cost $175.59 Unrealized +12.2%
TPICQ TPI COMPOSITES 0.0%
Value ($000) $0 Shares 10,324 Est. Cost $22.95 Unrealized -54.6%
GNRC GENERAC 0.0%
Value ($000) $0 Shares 907 Est. Cost $198.77 Unrealized -43.1%
LLY ELI LILLY 0.0%
Value ($000) $0 Shares 199 Est. Cost $290.91 Unrealized +18.9%
SYK STRYKER CORP 0.0%
Value ($000) $0 Shares 293 Est. Cost $243.31 Unrealized -9.7%
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $0 Shares 944 Est. Cost $109.34 Unrealized -29.5%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $0 Shares 264 Est. Cost $317.10 Unrealized -23.1%
DHR DANAHER 0.0%
Value ($000) $0 Shares 258 Est. Cost $270.11 Unrealized -15.5%
EL ESTEE LAUDER CY INC CL. A 0.0%
Value ($000) $0 Shares 226 Est. Cost $293.18 Unrealized -28.0%
AMZN AMAZON.COM 0.0%
Value ($000) $0 Shares 600 Est. Cost $126.25 Unrealized -21.8%
ABNB AIRBNB 0.0%
Value ($000) $0 Shares 585 Est. Cost $101.00 Unrealized 0.0%
DE DEERE 0.0%
Value ($000) $0 Shares 113 Est. Cost $363.01 Unrealized +7.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 230 Est. Cost $123.74 Unrealized -12.0%
RL RALPH LAUREN 0.0%
Value ($000) $0 Shares 200 Est. Cost $87.94 Unrealized +7.1%