Filling information for SYCOMORE ASSET MANAGEMENT as Treemap, investor disclosed 80 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 28176E108 | 28176E108 | EDWARDS LIFESCIENCES | EDWARDS LIFESCIENCES | 43 | 478 | |
| 02079K305 | 02079K305 | ALPHABET - A | ALPHABET - A | 5485 | 45639 | |
| 86333M108 | 86333M108 | STRIDE | STRIDE | 6556 | 175481 | |
| 67066G104 | 67066G104 | NVIDIA | NVIDIA | 28009 | 68120 | |
| 37637K108 | 37637K108 | GITLAB INC | GITLAB INC | 1106 | 22245 | |
| M2682V108 | M2682V108 | CYBERARK | CYBERARK | 5498 | 36386 | |
| 25609L105 | 25609L105 | DOCEBO | DOCEBO | 1359 | 34900 | |
| H01301128 | H01301128 | ALCON INC | ALCON INC | 12967 | 161016 | |
| N82405106 | N82405106 | STELLANTIS (FR) | STELLANTIS (FR) | 8236 | 490000 | |
| G1151C101 | G1151C101 | ACCENTURE PLC | ACCENTURE PLC | 8158 | 27038 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING | AUTOMATIC DATA PROCESSING | 1686 | 7820 | |
| 74275K108 | 74275K108 | PROCORE TECHNOLOGY | PROCORE TECHNOLOGY | 5971 | 91002 | |
| 929740108 | 929740108 | WABTEC | WABTEC | 2716 | 25627 | |
| 697435105 | 697435105 | PALO ALTO | PALO ALTO | 14903 | 58808 | |
| 29444U700 | 29444U700 | EQUINIX | EQUINIX | 5644 | 7337 | |
| 871607107 | 871607107 | SYNOPSYS | SYNOPSYS | 5930 | 13882 | |
| 302492103 | 302492103 | FLYWIRE | FLYWIRE | 1757 | 57520 | |
| 83417M104 | 83417M104 | SOLAREDGE | SOLAREDGE | 4306 | 16693 | |
| 01609W102 | 01609W102 | ALIBABA GROUP | ALIBABA GROUP | 321 | 3800 | |
| 68389X105 | 68389X105 | ORACLE US | ORACLE US | 8740 | 75000 | |
| 594918104 | 594918104 | MICROSOFT CORP | MICROSOFT CORP | 42095 | 125339 | |
| 46120E602 | 46120E602 | INTUITIVE SURGICAL | INTUITIVE SURGICAL | 140 | 421 | |
| N82405106 | N82405106 | STELLANTIS NV | STELLANTIS NV | 5522 | 328519 | |
| 872590104 | 872590104 | T-MOBILE US | T-MOBILE US | 12654 | 92861 | |
| 72919P202 | 72919P202 | PLUG POWER | PLUG POWER | 1032 | 109300 | |
| 81762P102 | 81762P102 | SERVICENOW | SERVICENOW | 19066 | 34749 | |
| 90214J101 | 90214J101 | 2U INC | 2U INC | 385 | 97149 | |
| 8676EP108 | 8676EP108 | SUNOPTA INC | SUNOPTA INC | 1408 | 216603 | |
| 038222105 | 038222105 | APPLIED MATERIAL | APPLIED MATERIAL | 7547 | 52402 | |
| 874039100 | 874039100 | TSMC ADR | TSMC ADR | 84 | 829 | |
| 682189105 | 682189105 | ON SEMICONDUCTOR CORP | ON SEMICONDUCTOR CORP | 2960 | 32448 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES | ADVANCED MICRO DEVICES | 7835 | 71121 | |
| 22266M104 | 22266M104 | COURSERA | COURSERA | 6252 | 478683 | |
| 968223206 | 968223206 | WILEY JOHN AND SONS-CLASS A | WILEY JOHN AND SONS-CLASS A | 3447 | 103719 | |
| 518613203 | 518613203 | LAUREATE | LAUREATE | 2683 | 236159 | |
| 461202103 | 461202103 | INTUIT INC | INTUIT INC | 13407 | 29170 | |
| 922475108 | 922475108 | VEEVA | VEEVA | 717 | 3657 | |
| 74762E102 | 74762E102 | QUANTA SERVICES | QUANTA SERVICES | 3932 | 20297 | |
| 92345Y106 | 92345Y106 | VERISK ANALYTICS INC | VERISK ANALYTICS INC | 3073 | 13772 | |
| 883556102 | 883556102 | THERMO FISHER | THERMO FISHER | 3745 | 7341 | |
| 30744W107 | 30744W107 | FARFETCH | FARFETCH | 271 | 44100 | |
| 26603R106 | 26603R106 | DUOLINGO | DUOLINGO | 5311 | 37049 | |
| 863667101 | 863667101 | STRYKER CORP | STRYKER CORP | 268 | 892 | |
| 22788C105 | 22788C105 | CROWDSTRIKE | CROWDSTRIKE | 5467 | 37681 | |
| G29183103 | G29183103 | EATON CORP | EATON CORP | 4615 | 23698 | |
| 60937P106 | 60937P106 | MONGO DB | MONGO DB | 8022 | 20155 | |
| 443573100 | 443573100 | HUBSPOT | HUBSPOT | 131 | 250 | |
| 760759100 | 760759100 | REPUBLIC SERVICES | REPUBLIC SERVICES | 2098 | 14101 | |
| 09227Q100 | 09227Q100 | BLACKBAUD INC | BLACKBAUD INC | 6449 | 93832 | |
| 98419M100 | 98419M100 | XYLEM | XYLEM | 2922 | 26430 | |
| 457790103 | 457790103 | INSTRUCTURE HOLDINGS INC | INSTRUCTURE HOLDINGS INC | 8753 | 353813 | |
| 244199105 | 244199105 | DEERE | DEERE | 129 | 319 | |
| 023135106 | 023135106 | AMAZON.COM | AMAZON.COM | 132 | 1020 | |
| 23804L103 | 23804L103 | DATADOG | DATADOG | 658 | 6700 | |
| 29355A107 | 29355A107 | ENPHASE ENREGY | ENPHASE ENREGY | 717 | 4444 | |
| 184496107 | 184496107 | CLEAN HARBORS | CLEAN HARBORS | 2798 | 17487 | |
| 79466L302 | 79466L302 | SALESFORCE.COM | SALESFORCE.COM | 22078 | 104058 | |
| 690742101 | 690742101 | OWENS CORNING | OWENS CORNING | 2170 | 16948 | |
| 553368101 | 553368101 | MP MATERIALS CORP | MP MATERIALS CORP | 7929 | 352102 | |
| 366651107 | 366651107 | GARTNER INC | GARTNER INC | 9449 | 27908 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY | BERKSHIRE HATHAWAY | 167 | 500 | |
| N72482123 | N72482123 | QIAGEN NV | QIAGEN NV | 18912 | 427987 | |
| 679295105 | 679295105 | OKTA | OKTA | 3062 | 44000 | |
| 57636Q104 | 57636Q104 | MASTERCARD | MASTERCARD | 10892 | 28646 | |
| 52736R102 | 52736R102 | LEVI STRAUSS | LEVI STRAUSS | 143 | 10000 | |
| G04553106 | G04553106 | ARCO PLATFORM | ARCO PLATFORM | 1284 | 107723 | |
| 030420103 | 030420103 | AMERICAN WATER WORKS | AMERICAN WATER WORKS | 1613 | 11439 | |
| 00508Y102 | 00508Y102 | ACUITY BRANDS INC | ACUITY BRANDS INC | 1735 | 10798 | |
| 902685106 | 902685106 | UDEMY | UDEMY | 1855 | 174145 | |
| 92826C839 | 92826C839 | VISA | VISA | 211 | 926 | |
| D18190898 | D18190898 | DEUTSCHE BANK | DEUTSCHE BANK | 15474 | 1518355 | |
| 46625H100 | 46625H100 | JP MORGAN | JP MORGAN | 339 | 2447 | |
| 46138E800 | 46138E800 | INVESCO CHINA TECHNOLOGY ETF | INVESCO CHINA TECHNOLOGY ETF | 173 | 4300 | |
| 532457108 | 532457108 | ELI LILLY | ELI LILLY | 347 | 756 | |
| 94106B101 | 94106B101 | WASTE CONNECTIONS | WASTE CONNECTIONS | 4613 | 25066 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY | NEXTERA ENERGY | 2410 | 32819 | |
| 911363109 | 911363109 | UNITED RENTALS | UNITED RENTALS | 108 | 250 | |
| 037833100 | 037833100 | APPLE INC US | APPLE INC US | 21 | 110 | |
| G02602103 | G02602103 | AMDOCS LTD | AMDOCS LTD | 3080 | 31700 | |
| 82489W107 | 82489W107 | SHOALS TECHNOLOGIES | SHOALS TECHNOLOGIES | 3664 | 147490 |