Pierre Picard

Sycomore Asset Management

Assets Managed

$931.634M

Holdings

Last Quarter

2026 - Q2

Filed Date

7d ago

Growth Rate

29.76%(2Q avg: 24.27%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Sycomore Asset Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 72 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 3 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 931.634M in assets, with a quarterly growth rate of 29.76% and a 2-quarter average growth rate of 24.27%. The portfolio is managed by Pierre Picard, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value
MU Micron Technology Inc Recent Activity	14.98%	$139.518M 155,733 shares@ $895.88 avg price
NVDA Nvidia Corp Recent Activity	8.78%	$81.73M 380,389 shares@ $214.86 avg price
MSFT Microsoft Corp Recent Activity	8.48%	$78.987M 189,860 shares@ $416.03 avg price
AVGO Broadcom Inc Recent Activity	4.72%	$43.966M 104,183 shares@ $422.01 avg price
AMD Advanced Micro Devices Recent Activity	3.68%	$34.235M 67,942 shares@ $503.89 avg price
AZNCF Astrazeneca Plc Recent Activity	3.29%	$30.65M 163,871 shares@ $187.04 avg price
WCN Waste Connections Inc Recent Activity	2.68%	$24.898M 117,228 shares@ $212.39 avg price
VRT Vertiv Holdings Co-a Recent Activity	2.67%	$24.828M 76,651 shares@ $323.91 avg price
LLY Eli Lilly & Co Recent Activity	2.32%	$21.548M 20,238 shares@ $1064.73 avg price
MA Mastercard Inc - A Recent Activity	2.11%	$19.639M 39,834 shares@ $493.03 avg price

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