Sycomore Asset Management Portfolio Holdings
Sycomore Asset Management
- $551 Million
- Q2 2024
Sycomore Asset Management has filed its 13F form on August 28, 2024 for Q2 2024 where it was disclosed a total value porftolio of $551 Million distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $69.9M, Nvidia Corp with a value of $39M, Eli Lilly & CO with a value of $35.3M, Service Now, Inc. with a value of $26.7M, and Advanced Micro Devices Inc with a value of $22.4M.
Examining the 13F form we can see an increase of $93.6M in the current position value, from $457M to 551M.
Below you can find more details about Sycomore Asset Management portfolio as well as his latest detailed transactions.