Pierre Picard

Sycomore Asset Management

Assets Managed

$717.995M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 25d ago

Growth Rate

18.78%(2Q avg: 9.69%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Sycomore Asset Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Sycomore Asset Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 717.995M in assets, with a quarterly growth rate of 18.78% and a 2-quarter average growth rate of 9.69%. The portfolio is managed by Pierre Picard, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MSFT Microsoft Corp Recent Activity	11.41%	$81.889M 189,860 shares@ $431.32 avg price
NVDA Nvidia Corp Recent Activity New Position	6.58%	$47.183M 380,389 shares@ $124.04 avg price	New Position
WCN Waste Connections Inc Recent Activity	3.93%	$28.21M 117,228 shares@ $240.65 avg price
AZNCF Astrazeneca Plc Recent Activity New Position	3.65%	$26.202M 163,871 shares@ $159.9 avg price	New Position
WDAY Workday Inc-class A Recent Activity	3.36%	$24.099M 98,189 shares@ $245.44 avg price
NOW Servicenow Inc Recent Activity	3.17%	$22.744M 25,703 shares@ $884.88 avg price
ACN Accenture Plc-cl A Recent Activity	2.84%	$20.367M 57,242 shares@ $355.81 avg price
MA Mastercard Inc - A Recent Activity	2.73%	$19.569M 39,834 shares@ $491.27 avg price
AVGO Broadcom Inc Recent Activity New Position	2.59%	$18.554M 104,183 shares@ $178.1 avg price	New Position
LLY Eli Lilly & Co Recent Activity	2.57%	$18.403M 20,238 shares@ $909.33 avg price

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