HoldingsChannel.com
Sycomore Asset Management Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
QIAGEN NV 1,410,503 +717,320 $38,345
     QGEN1,410,503+717,320$38,345
WALT DISNEY CO THE 153,000 UNCH $19,893
     DIS153,000UNCH$19,893
SALESFORCE.COM INC 96,162 +13,868 $14,363
     CRM96,162+13,868$14,363
INTERXION HOLDING NV 160,975 +26,935 $13,525
     INXN160,975+26,935$13,525
THERMO FISHER SCIENTIFIC INC 31,619 +9,608 $8,968
     TMO31,619+9,608$8,968
TORONTO DOMINION BANK THE 155,000 UNCH $8,659
     TD155,000UNCH$8,659
NOMAD FOODS LTD 391,900 -8,100 $7,947
     NOMD391,900-8,100$7,947
VISA INC 39,280 +2,020 $6,954
     V39,280+2,020$6,954
FIRST REPUBLIC BANK CA 70,000 UNCH $6,811
     FRC70,000UNCH$6,811
MASTERCARD INC 22,000 UNCH $6,070
     MA22,000UNCH$6,070
NEBULA ACQUISITION CORP 555,000 -1,005,000 $5,655
     NEBU555,000-1,005,000$5,655
DIAMOND EAGLE ACQUISITION CORP 570,000 +570,000 $5,643
     DEAC570,000+570,000$5,643
LINDE PLC 26,125 -4,105 $5,121
     LIN26,125-4,105$5,121
ALIBABA GROUP HOLDING LTD 27,964 +280 $4,836
     BABA27,964+280$4,836
FERRARI NV 29,689 +9,689 $4,586
     RACE29,689+9,689$4,586
PARK HOTELS & RESORTS INC 189,900 -30,100 $4,500
     PK189,900-30,100$4,500
ALPHABET INC 3,570 +758 $4,340
     GOOGL3,570+758$4,340
TPI COMPOSITES INC 174,000 +109,000 $3,224
     TPIC174,000+109,000$3,224
VERISK ANALYTICS INC 19,944 +19,944 $3,133
     VRSK19,944+19,944$3,133
BEST BUY CO INC 44,791 +44,791 $3,114
     BBY44,791+44,791$3,114
ADT INC 370,400 -629,600 $2,437
     ADT370,400-629,600$2,437
MICROSOFT CORP 10,994 +10,994 $1,535
     MSFT10,994+10,994$1,535
ADOBE INC 5,351 +4,701 $1,489
     ADBE5,351+4,701$1,489
JD.COM INC 34,589 -3,054 $1,027
     JD34,589-3,054$1,027
CTRIP.COM INTERNATIONAL LTD 31,860 +1,447 $974
     CTRP31,860+1,447$974
YUM CHINA HOLDINGS INC 21,766 -4,408 $968
     YUMC21,766-4,408$968
BAIDU INC 8,373 +1,586 $876
     BIDU8,373+1,586$876
NEBULA ACQUISITION CORP CL A 920,000 UNCH $816
     NEBUW920,000UNCH$816
51JOB INC 9,607 -3,300 $760
     JOBS9,607-3,300$760
NEW ORIENTAL EDUCATION & TECHN 3,817 -4,700 $430
     EDU3,817-4,700$430
AMAZON.COM INC 185 +45 $320
     AMZN185+45$320
FIAT CHRYSLER AUTOMOBILES NV 23,000 UNCH $301
     FCAU23,000UNCH$301
PAYPAL HOLDINGS INC 2,600 -600 $264
     PYPL2,600-600$264
DIAMOND EAGLE ACQUISIT CL A 213,333 +213,333 $202
     DEACW213,333+213,333$202
ACCENTURE PLC 850 -350 $157
     ACN850-350$157
BERKSHIRE HATHAWAY INC      $124
     BRK.B600UNCH$124

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 09/30/2019: $188,472
At 06/30/2019: $172,007

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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