SYCOMORE ASSET MANAGEMENT Diversified Active

CIK: 0001728681 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 7, 2023

Total Value ($000): $349 (100.0% shares, 0.0% debt)

Holdings (86)

MSFT MICROSOFT CORP 9.3%
Value ($000) $32 Shares 117,151 Est. Cost $202.39 Unrealized +23.3%
QIAGEN NV 7.8%
Value ($000) $27 Shares 585,188 Est. Cost $45.19 Unrealized
CRM SALESFORCE.COM 6.2%
Value ($000) $22 Shares 113,424 Est. Cost $178.63 Unrealized -6.6%
STLA STELLANTIS (FR) 5.1%
Value ($000) $18 Shares 1,011,062 Est. Cost $14.30 Unrealized
NOW SERVICENOW 5.0%
Value ($000) $18 Shares 40,707 Est. Cost $88.05 Unrealized -1.1%
MA MASTERCARD 4.8%
Value ($000) $17 Shares 47,519 Est. Cost $299.49 Unrealized +19.4%
NVDA NVIDIA 4.3%
Value ($000) $15 Shares 56,085 Est. Cost $21.62 Unrealized 0.0%
PANW PALO ALTO 3.9%
Value ($000) $13 Shares 69,987 Est. Cost $76.07 Unrealized +11.4%
INTU INTUIT INC 3.4%
Value ($000) $12 Shares 28,102 Est. Cost $472.37 Unrealized -14.6%
TMUS T-MOBILE US 3.4%
Value ($000) $12 Shares 82,489 Est. Cost $133.59 Unrealized +4.8%
ALC ALCON INC 3.2%
Value ($000) $11 Shares 161,016 Est. Cost $75.98 Unrealized -7.3%
INSTRUCTURE HOLDINGS INC 2.6%
Value ($000) $9 Shares 353,813 Est. Cost $15.14 Unrealized
MP MP MATERIALS CORP 2.3%
Value ($000) $8 Shares 308,902 Est. Cost $33.72 Unrealized -10.3%
LRN STRIDE 2.3%
Value ($000) $8 Shares 206,481 Est. Cost $34.18 Unrealized +14.8%
ORCL ORACLE US 2.1%
Value ($000) $7 Shares 79,438 Est. Cost $76.45 Unrealized +10.9%
IT GARTNER INC 2.0%
Value ($000) $7 Shares 22,348 Est. Cost $255.66 Unrealized +29.3%
ACN ACCENTURE PLC 1.9%
Value ($000) $7 Shares 24,646 Est. Cost $268.92 Unrealized -2.8%
BLKB BLACKBAUD INC 1.7%
Value ($000) $6 Shares 93,832 Est. Cost $70.19 Unrealized -14.6%
CRWD CROWDSTRIKE 1.6%
Value ($000) $6 Shares 42,352 Est. Cost $115.66 Unrealized 0.0%
WLY WILEY JOHN AND SONS-CLASS A 1.5%
Value ($000) $5 Shares 143,246 Est. Cost $50.48 Unrealized -24.4%
EQIX EQUINIX 1.4%
Value ($000) $5 Shares 7,291 Est. Cost $634.85 Unrealized +4.3%
GOOGL ALPHABET - A 1.3%
Value ($000) $5 Shares 45,259 Est. Cost $109.20 Unrealized -12.8%
COUR COURSERA 1.2%
Value ($000) $4 Shares 380,383 Est. Cost $27.81 Unrealized -53.5%
DB DEUTSCHE BANK 1.2%
Value ($000) $4 Shares 410,808 Est. Cost $10.96 Unrealized 0.0%
DOX AMDOCS LTD 1.1%
Value ($000) $4 Shares 42,100 Est. Cost $79.46 Unrealized +9.0%
SNPS SYNOPSYS 1.1%
Value ($000) $4 Shares 10,682 Est. Cost $242.92 Unrealized +47.1%
ON ON SEMICONDUCTOR CORP 1.0%
Value ($000) $4 Shares 47,313 Est. Cost $75.97 Unrealized 0.0%
AMAT APPLIED MATERIAL 1.0%
Value ($000) $4 Shares 29,665 Est. Cost $123.99 Unrealized -9.7%
CYBERARK 1.0%
Value ($000) $3 Shares 23,034 Est. Cost $138.77 Unrealized
JPM JP MORGAN 0.9%
Value ($000) $3 Shares 23,257 Est. Cost $129.77 Unrealized -1.2%
DE DEERE 0.8%
Value ($000) $3 Shares 7,484 Est. Cost $396.57 Unrealized +0.1%
VEEV VEEVA 0.8%
Value ($000) $3 Shares 15,857 Est. Cost $170.84 Unrealized -0.1%
LAUR LAUREATE 0.8%
Value ($000) $3 Shares 236,159 Est. Cost $11.92 Unrealized -7.7%
SEDG SOLAREDGE 0.8%
Value ($000) $3 Shares 9,353 Est. Cost $295.98 Unrealized +3.0%
DUOL DUOLINGO 0.8%
Value ($000) $3 Shares 19,443 Est. Cost $120.05 Unrealized -14.5%
ADSK AUTODESK 0.7%
Value ($000) $2 Shares 12,234 Est. Cost $245.34 Unrealized -16.1%
PCOR PROCORE TECHNOLOGY 0.6%
Value ($000) $2 Shares 38,639 Est. Cost $58.47 Unrealized 0.0%
MDB MONGO DB 0.5%
Value ($000) $2 Shares 8,715 Est. Cost $209.86 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.5%
Value ($000) $2 Shares 9,829 Est. Cost $180.67 Unrealized -1.6%
TMO THERMO FISHER 0.5%
Value ($000) $2 Shares 3,066 Est. Cost $374.20 Unrealized +49.3%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $2 Shares 7,820 Est. Cost $219.07 Unrealized -3.5%
FLYW FLYWIRE 0.5%
Value ($000) $2 Shares 57,520 Est. Cost $35.86 Unrealized -26.6%
UDMY UDEMY 0.4%
Value ($000) $1 Shares 174,145 Est. Cost $11.40 Unrealized -7.4%
ARCO PLATFORM 0.4%
Value ($000) $1 Shares 107,723 Est. Cost $26.99 Unrealized
GTLB GITLAB INC 0.4%
Value ($000) $1 Shares 37,575 Est. Cost $43.93 Unrealized 0.0%
ETN EATON CORP 0.3%
Value ($000) $1 Shares 7,306 Est. Cost $142.74 Unrealized +12.2%
CHGG CHEGG INC 0.3%
Value ($000) $1 Shares 74,898 Est. Cost $62.57 Unrealized -70.1%
WCN WASTE CONNECTIONS 0.3%
Value ($000) $1 Shares 6,517 Est. Cost $129.79 Unrealized +0.7%
PWR QUANTA SERVICES 0.3%
Value ($000) $1 Shares 7,097 Est. Cost $126.51 Unrealized +21.0%
PLUG PLUG POWER 0.3%
Value ($000) $1 Shares 107,200 Est. Cost $14.30 Unrealized 0.0%
CQQQ INVESCO CHINA TECHNOLOGY ETF 0.3%
Value ($000) $1 Shares 25,350 Est. Cost $0.05 Unrealized
SHLS SHOALS TECHNOLOGIES 0.3%
Value ($000) $1 Shares 50,514 Est. Cost $22.71 Unrealized +8.7%
CLH CLEAN HARBORS 0.3%
Value ($000) $1 Shares 7,215 Est. Cost $102.69 Unrealized +26.8%
OC OWENS CORNING 0.2%
Value ($000) $1 Shares 9,072 Est. Cost $80.47 Unrealized +17.6%
AYI ACUITY BRANDS INC 0.2%
Value ($000) $1 Shares 4,548 Est. Cost $177.38 Unrealized +3.2%
XYL XYLEM 0.2%
Value ($000) $1 Shares 7,730 Est. Cost $99.58 Unrealized +1.3%
DCBO DOCEBO 0.2%
Value ($000) $1 Shares 18,900 Est. Cost $71.94 Unrealized -48.9%
RSG REPUBLIC SERVICES 0.2%
Value ($000) $1 Shares 5,251 Est. Cost $125.48 Unrealized -1.9%
2U INC 0.2%
Value ($000) $1 Shares 97,149 Est. Cost $31.87 Unrealized
WAB WABTEC 0.2%
Value ($000) $1 Shares 5,927 Est. Cost $90.43 Unrealized +11.2%
AWK AMERICAN WATER WORKS 0.1%
Value ($000) $1 Shares 3,553 Est. Cost $145.51 Unrealized -4.5%
NEE NEXTERA ENERGY 0.1%
Value ($000) $0 Shares 6,519 Est. Cost $74.82 Unrealized -5.6%
DDOG DATADOG 0.1%
Value ($000) $0 Shares 6,700 Est. Cost $146.28 Unrealized -49.8%
CHARGEPOINT 0.1%
Value ($000) $0 Shares 40,309 Est. Cost $10.96 Unrealized
STKL SUNOPTA INC 0.1%
Value ($000) $0 Shares 43,603 Est. Cost $8.24 Unrealized -2.9%
ENPH ENPHASE ENREGY 0.1%
Value ($000) $0 Shares 1,204 Est. Cost $216.60 Unrealized 0.0%
BABA ALIBABA GROUP 0.1%
Value ($000) $0 Shares 2,700 Est. Cost $0.09 Unrealized
LEVI LEVI STRAUSS 0.1%
Value ($000) $0 Shares 12,200 Est. Cost $15.69 Unrealized 0.0%
FTCHQ FARFETCH 0.1%
Value ($000) $0 Shares 44,100 Est. Cost $35.82 Unrealized -84.9%
WOLFSPEED 0.0%
Value ($000) $0 Shares 2,797 Est. Cost $86.53 Unrealized
V VISA 0.0%
Value ($000) $0 Shares 690 Est. Cost $184.96 Unrealized +17.8%
BRK/B BERKSHIRE HATHAWAY 0.0%
Value ($000) $0 Shares 500 Est. Cost $210.62 Unrealized +46.3%
AMZN AMAZON.COM 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $108.47 Unrealized -10.9%
SYK STRYKER CORP 0.0%
Value ($000) $0 Shares 501 Est. Cost $249.30 Unrealized +3.4%
TPICQ TPI COMPOSITES 0.0%
Value ($000) $0 Shares 10,324 Est. Cost $22.95 Unrealized -44.4%
RL RALPH LAUREN 0.0%
Value ($000) $0 Shares 780 Est. Cost $105.70 Unrealized +5.8%
LLY ELI LILLY 0.0%
Value ($000) $0 Shares 232 Est. Cost $296.45 Unrealized +11.3%
TSM TSMC ADR 0.0%
Value ($000) $0 Shares 829 Est. Cost $55.95 Unrealized
ABNB AIRBNB 0.0%
Value ($000) $0 Shares 500 Est. Cost $101.00 Unrealized +13.0%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $0 Shares 226 Est. Cost $317.10 Unrealized -22.3%
HUBS HUBSPOT 0.0%
Value ($000) $0 Shares 118 Est. Cost $496.02 Unrealized -26.4%
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $0 Shares 538 Est. Cost $109.34 Unrealized -28.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 315 Est. Cost $121.76 Unrealized -4.4%
KC KINGSOFT CLOUD 0.0%
Value ($000) $0 Shares 5,800 Est. Cost $0.01 Unrealized
URI UNITED RENTALS 0.0%
Value ($000) $0 Shares 87 Est. Cost $309.27 Unrealized +31.8%
AAPL APPLE INC US 0.0%
Value ($000) $0 Shares 120 Est. Cost $145.49 Unrealized 0.0%