HoldingsChannel.com
Sycomore Asset Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
NOMAD FOODS 1,340,872 +600,872 $24,886
     NOMD1,340,872+600,872$24,886
QIAGEN NV 465,826 -221,660 $18,845
     QGEN465,826-221,660$18,845
MICROSOFT 102,183 +15,407 $16,115
     MSFT102,183+15,407$16,115
THE WALT DISNEY COMPANY 152,000 +24,000 $14,683
     DIS152,000+24,000$14,683
SALESFORCE.COM 86,646 -12,128 $12,475
     CRM86,646-12,128$12,475
PAYPAL HOLDINGS INC 111,988 +76,270 $10,721
     PYPL111,988+76,270$10,721
FERRARI 50,000 +10,000 $7,759
     RACE50,000+10,000$7,759
VISA 44,968 +4,388 $7,245
     V44,968+4,388$7,245
THERMO FISHER 23,811 -12,724 $6,752
     TMO23,811-12,724$6,752
AMAZON.COM 3,254 +2,769 $6,344
     AMZN3,254+2,769$6,344
DROPBOX 350,000 +100,000 $6,335
     DBX350,000+100,000$6,335
ALPHABET C 5,000 +5,000 $5,814
     GOOG5,000+5,000$5,814
FIRST REPUBLIC 70,000 UNCH $5,759
     FRC70,000UNCH$5,759
ALPHABET A 4,878 +158 $5,667
     GOOGL4,878+158$5,667
COSTCO 19,214 +19,214 $5,478
     COST19,214+19,214$5,478
COMCAST 150,000 +10,000 $5,157
     CMCSA150,000+10,000$5,157
GORES HOLDING IV INC 465,000 +465,000 $4,682
     GHIVU465,000+465,000$4,682
TPI COMPOSITES 307,000 UNCH $4,537
     TPIC307,000UNCH$4,537
MASTERCARD 16,890 -5,110 $4,079
     MA16,890-5,110$4,079
LINDE PLC 22,685 UNCH $3,993
     LIN22,685UNCH$3,993
ALIBABA GROUP 17,736 +8,686 $3,449
     BABA17,736+8,686$3,449
PROGRESSIVE US 46,440 +20,000 $3,429
     PGR46,440+20,000$3,429
INVESCO CHINA TECHNOLOGY ETF (CQQQ) 71,600 +71,600 $3,428
     CQQQ71,600+71,600$3,428
ADOBE SYSTEMS INC 10,751 +5,400 $3,421
     ADBE10,751+5,400$3,421
VERISK 19,944 UNCH $2,779
     VRSK19,944UNCH$2,779
ULTA BEAUTY 14,242 -15,199 $2,502
     ULTA14,242-15,199$2,502
INTEL CORP 42,000 +42,000 $2,273
     INTC42,000+42,000$2,273
CAMDEN PROPERTY 28,280 +28,280 $2,240
     CPT28,280+28,280$2,240
IQVIA HOLDING 20,000 +20,000 $2,157
     IQV20,000+20,000$2,157
ESTEE LAUDER CY INC CL. A 10,075 +10,075 $1,605
     EL10,075+10,075$1,605
INTUIT INC 6,771 +6,771 $1,557
     INTU6,771+6,771$1,557
OWENS CORNING 40,000 -21,030 $1,552
     OC40,000-21,030$1,552
PARK HOTELS ET RESORTS 120,000 -120,000 $949
     PK120,000-120,000$949
FACEBOOK 1,200 +1,200 $200
     FB1,200+1,200$200
JP MORGAN 1,300 +1,300 $117
     JPM1,300+1,300$117
BERKSHIRE HATHAWAY      $73
     BRK.B400-200$73
APPLE INC US 200 +200 $50
     AAPL200+200$50
BAIDU INC 500 +500 $50
     BIDU500+500$50
FLYING EAGLE      <$1
     FEAC.U235,000+235,000$0

See Full List: All Stocks Held By Sycomore Asset Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sycomore Asset Management

Size ($ in 1000's)
At 03/31/2020: $209,157
At 12/31/2019: $209,874

Sycomore Asset Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sycomore Asset Management 13F filings. Link to 13F filings: SEC filings

Sycomore Asset Management Top Holdings 13F Filings | www.HoldingsChannel.com

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