Sycomore Asset Management Purchases in Q4 2024

Sycomore Asset Management

  • $701 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
51.4K
+ 37.17%
$406.35 - $454.46 $20.9M - $23.4M
190K $81.9M
WCN
Waste Connections, Inc.

Industrials
52.4K
+ 80.75%
$171.06 - $193.25 $8.96M - $10.1M
117K $28.2M
ADI
Analog Devices Inc

Technology
44.3K
New
$206.35 - $236.48 $9.13M - $10.5M
44.3K $9.91M
ACN
Accenture PLC

Technology
27.6K
+ 93.09%
$343.9 - $376.86 $9.49M - $10.4M
57.2K $20.4M
MA
Mastercard Inc

Financial Services
16.7K
+ 72.24%
$491.3 - $536.15 $8.21M - $8.96M
39.8K $19.6M
WDAY
Workday, Inc.

Technology
31.1K
+ 46.25%
$233.85 - $279.91 $7.26M - $8.69M
98.2K $24.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
40.5K
New
$172.07 - $207.36 $6.97M - $8.4M
40.5K $7.57M
URI
United Rentals, Inc.

Industrials
6.13K
+ 77.37%
$704.44 - $880.32 $4.32M - $5.4M
14.1K $11.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.93K
+ 51.52%
$501.29 - $612.85 $3.97M - $4.86M
23.3K $14.4M
GOOGL
Alphabet Inc.

Communication Services
29.8K
+ 165.51%
$161.86 - $196.66 $4.82M - $5.86M
47.8K $7.78M
PGR
Progressive Corp

Financial Services
15.5K
+ 42.78%
$239.6 - $268.88 $3.72M - $4.17M
51.8K $13.1M
S
Sentinel One, Inc.

Technology
158K
+ 315.28%
$22.05 - $28.68 $3.48M - $4.52M
208K $4.98M
CYBR
Cyber Ark Software Ltd.

Technology
12.5K
+ 39.35%
$274.1 - $333.15 $3.43M - $4.17M
44.3K $12.7M
CLH
Clean Harbors Inc

Industrials
14.7K
+ 87.57%
$228.61 - $263.39 $3.36M - $3.87M
31.4K $7.65M
SNPS
Synopsys Inc

Technology
6.92K
+ 48.93%
$485.36 - $588.0 $3.36M - $4.07M
21.1K $10.9M
PSTG
Pure Storage, Inc.

Technology
68.8K
+ 57.83%
$48.19 - $66.6 $3.32M - $4.58M
188K $9.48M
PANW
Palo Alto Networks Inc

Technology
10.1K
+ 138.63%
$181.96 - $405.9 $1.84M - $4.09M
17.4K $5.88M
TMUS
T Mobile Us, Inc.

Communication Services
15.6K
+ 24.71%
$206.1 - $246.94 $3.21M - $3.85M
78.6K $16M
INTU
Intuit Inc

Technology
4.69K
+ 38.55%
$602.01 - $706.25 $2.82M - $3.31M
16.8K $10.7M
Arista Networks
7.04K
New
N/A
7.04K $2.72M
JPM
Jpmorgan Chase & CO

Financial Services
12.5K
+ 74.94%
$205.18 - $250.29 $2.56M - $3.13M
29.2K $6.12M
SYK
Stryker Corp

Healthcare
6.64K
+ 16.23%
$345.14 - $392.15 $2.29M - $2.61M
47.6K $17.2M
DAR
Darling Ingredients Inc.

Consumer Defensive
65.4K
+ 101.23%
$33.0 - $43.05 $2.16M - $2.82M
130K $4.74M
MU
Micron Technology Inc

Technology
20.1K
+ 14.79%
$84.16 - $113.41 $1.69M - $2.28M
156K $17.1M
AAPL
Apple Inc.

Technology
9.18K
+ 74.68%
$221.69 - $259.02 $2.04M - $2.38M
21.5K $4.89M
MDB
Mongo Db, Inc.

Technology
7.61K
+ 22.26%
$232.81 - $350.13 $1.77M - $2.66M
41.8K $11.4M
ISRG
Intuitive Surgical Inc

Healthcare
4.08K
+ 27.44%
$471.27 - $550.62 $1.92M - $2.25M
18.9K $9.21M
ETN
Eaton Corp PLC

Industrials
5.65K
+ 14.57%
$326.96 - $377.52 $1.85M - $2.13M
44.4K $14.8M
NOW
Service Now, Inc.

Technology
1.72K
+ 7.15%
$867.18 - $1148.42 $1.49M - $1.97M
25.7K $22.7M
DE
Deere & CO

Industrials
3.41K
+ 27.44%
$389.45 - $466.0 $1.33M - $1.59M
15.8K $6.52M
VRSK
Verisk Analytics, Inc.

Industrials
5.19K
+ 27.45%
$262.86 - $294.75 $1.36M - $1.53M
24.1K $6.38M
CSL
Carlisle Companies Inc

Industrials
3K
New
$368.67 - $480.91 $1.11M - $1.44M
3K $1.3M
ALC
Alcon Inc

Healthcare
16.1K
+ 13.73%
$83.87 - $99.15 $1.35M - $1.59M
133K $12.4M
SNOW
Snowflake Inc.

Technology
7.68K
+ 13.73%
$109.65 - $186.51 $843K - $1.43M
63.6K $7.16M
WFG
West Fraser Timber Co., LTD

Basic Materials
6.5K
New
$84.65 - $101.14 $550K - $657K
6.5K $596K
GTLB
Gitlab Inc.

Technology
8.2K
+ 6.54%
$48.76 - $67.19 $400K - $551K
134K $6.87M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
6.5K
New
$32.56 - $42.89 $212K - $279K
6.5K $273K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
4.65K
+ 320.69%
$38.83 - $50.84 $181K - $236K
6.1K $233K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
500
+ 1.51%
$180.39 - $205.43 $90.2K - $103K
33.6K $6.12M
BIDU
Baidu, Inc.

Communication Services
600
New
$80.33 - $115.13 $48.2K - $69.1K
600 $62K
AMZN
Amazon Com Inc

Consumer Cyclical
150
+ 100.0%
$180.88 - $232.93 $27.1K - $34.9K
300 $57K
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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