Sycomore Asset Management - Q12026 Holdings

Sycomore Asset Management holds 73 stocks with a total portfolio value of $ 718K as of Q12026. In Q12026, Sycomore Asset Management added 10 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 2 positions. The largest holding is Microsoft Corp (MSFT), representing 11.41% of the total portfolio.