Sycomore Asset Management - Q42025 Holdings

Sycomore Asset Management holds 65 stocks with a total portfolio value of $ 604.5K as of Q42025. In Q42025, Sycomore Asset Management added 10 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 8 positions. The largest holding is Microsoft Corp (MSFT), representing 13.55% of the total portfolio.