# EDGAR Filing Document

**Accession Number:** 0001728681
**File Stem:** 0001728681-25-000004
**Filing Date:** 2025-8
**Character Count:** 9926
**Document Hash:** 2b9f7bf95dcd9bb8963787e8f75aaad4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001728681-25-000004.hdr.sgml**: 20250801

**ACCESSION NUMBER**: 0001728681-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250801

**DATE AS OF CHANGE**: 20250801

**EFFECTIVENESS DATE**: 20250801

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SYCOMORE ASSET MANAGEMENT
- **CENTRAL INDEX KEY:** 0001728681

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19409
- **FILM NUMBER:** 251174111

**BUSINESS ADDRESS:**
- **STREET 1:** 14 AVENUE HOCHE
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75008
- **BUSINESS PHONE:** 0033144401612

**MAIL ADDRESS:**
- **STREET 1:** 14 AVENUE HOCHE
- **CITY:** PARIS
- **STATE:** I0
- **ZIP:** 75008

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SYCOMORE ASSET MANAGEMENT<br>**Address:** 14 AVENUE HOCHE<br>PARIS, I0 75008

**Form 13F File Number:** 028-19409

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Pierre Picard<br>**Title:** HEAD OF COMPLIANCE<br>**Phone:** 331444401612

**Signature, Place, and Date of Signing:**

Pierre Picard  Paris, I0  08-01-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 65

**Form 13F Information Table Value Total:** $644400

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACUITY BRANDS INC | ACUITY BRANDS INC | 00508Y102 |  | 2069 | 7669 | SH |  | SOLE |  | 7669 | 0 | 0 |
| ALCON INC | ALCON INC | H01301128 |  | 13688 | 133220 | SH |  | SOLE |  | 133220 | 0 | 0 |
| ALPHABET - A | ALPHABET - A | 02079K305 |  | 7779 | 47803 | SH |  | SOLE |  | 47803 | 0 | 0 |
| AMAZON.COM | AMAZON.COM | 023135106 |  | 57 | 300 | SH |  | SOLE |  | 300 | 0 | 0 |
| AMERICAN WATER WORKS | AMERICAN WATER WORKS | 030420103 |  | 3372 | 23553 | SH |  | SOLE |  | 23553 | 0 | 0 |
| APPLE INC US | APPLE INC US | 037833100 |  | 4887 | 21479 | SH |  | SOLE |  | 21479 | 0 | 0 |
| ARISTA NETWORKS | ARISTA NETWORKS | 040413205 |  | 2719 | 7039 | SH |  | SOLE |  | 7039 | 0 | 0 |
| ASTERA LABS INC | ASTERA LABS INC | 04626A103 |  | 943 | 17231 | SH |  | SOLE |  | 17231 | 0 | 0 |
| BROADCOM | BROADCOM | 11135F101 |  | 18554 | 104183 | SH |  | SOLE |  | 104183 | 0 | 0 |
| CALL FSLR 1/17/25 C230 | CALL FSLR 1/17/25 C230 | 65290E101 |  | 4 | 200 | SH |  | SOLE |  | 200 | 0 | 0 |
| CALL NXT 02/21/25 C45 | CALL NXT 02/21/25 C45 | 65290E101 |  | 2 | 500 | SH |  | SOLE |  | 500 | 0 | 0 |
| CARLISLE COS INC | CARLISLE COS INC | 142339100 |  | 1303 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| CLEAN HARBORS | CLEAN HARBORS | 184496107 |  | 7648 | 31437 | SH |  | SOLE |  | 31437 | 0 | 0 |
| COHERENT INC | COHERENT INC | 19247G107 |  | 3177 | 34374 | SH |  | SOLE |  | 34374 | 0 | 0 |
| CONFLUENT | CONFLUENT | 20717M103 |  | 3491 | 177319 | SH |  | SOLE |  | 177319 | 0 | 0 |
| CROWDSTRIKE | CROWDSTRIKE | 22788C105 |  | 3055 | 10854 | SH |  | SOLE |  | 10854 | 0 | 0 |
| CYBERARK | CYBERARK | M2682V108 |  | 12734 | 44312 | SH |  | SOLE |  | 44312 | 0 | 0 |
| DARLING INGREDIENTS | DARLING INGREDIENTS | 237266101 |  | 4743 | 130096 | SH |  | SOLE |  | 130096 | 0 | 0 |
| DATADOG | DATADOG | 23804L103 |  | 765 | 6700 | SH |  | SOLE |  | 6700 | 0 | 0 |
| DEERE | DEERE | 244199105 |  | 6516 | 15835 | SH |  | SOLE |  | 15835 | 0 | 0 |
| DIGITAL REALTY 0.625 2031 | DIGITAL REALTY 0.625 2031 | 253868103 |  | 467 | 500000 | SH |  | SOLE |  | 500000 | 0 | 0 |
| DUOLINGO | DUOLINGO | 26603R106 |  | 7834 | 28184 | SH |  | SOLE |  | 28184 | 0 | 0 |
| EATON CORP | EATON CORP | G29183103 |  | 14795 | 44428 | SH |  | SOLE |  | 44428 | 0 | 0 |
| ELI LILLY | ELI LILLY | 532457108 |  | 18403 | 20238 | SH |  | SOLE |  | 20238 | 0 | 0 |
| FERRARI NV | FERRARI NV | N3167Y103 |  | 11557 | 23649 | SH |  | SOLE |  | 23649 | 0 | 0 |
| FIRST SOLAR INC | FIRST SOLAR INC | 336433107 |  | 1417 | 5544 | SH |  | SOLE |  | 5544 | 0 | 0 |
| GITLAB INC | GITLAB INC | 37637K108 |  | 6872 | 133668 | SH |  | SOLE |  | 133668 | 0 | 0 |
| INTUITIVE SURGICAL | INTUITIVE SURGICAL | 46120E602 |  | 9214 | 18945 | SH |  | SOLE |  | 18945 | 0 | 0 |
| INVESCO CHINA TECHNOLOGY ETF | INVESCO CHINA TECHNOLOGY ETF | 46138E800 |  | 233 | 6100 | SH |  | SOLE |  | 6100 | 0 | 0 |
| INVESCO SOLAR ETF | INVESCO SOLAR ETF | 46138G706 |  | 273 | 6500 | SH |  | SOLE |  | 6500 | 0 | 0 |
| JP MORGAN | JP MORGAN | 46625H100 |  | 6118 | 29164 | SH |  | SOLE |  | 29164 | 0 | 0 |
| MASTEC | MASTEC | 576323109 |  | 2754 | 22437 | SH |  | SOLE |  | 22437 | 0 | 0 |
| MASTERCARD | MASTERCARD | 57636Q104 |  | 19569 | 39834 | SH |  | SOLE |  | 39834 | 0 | 0 |
| MICRON TECHNOLOGY INC | MICRON TECHNOLOGY INC | 595112103 |  | 17112 | 155733 | SH |  | SOLE |  | 155733 | 0 | 0 |
| MICROSOFT CORP | MICROSOFT CORP | 594918104 |  | 81889 | 189860 | SH |  | SOLE |  | 189860 | 0 | 0 |
| MONGO DB | MONGO DB | 60937P106 |  | 11391 | 41780 | SH |  | SOLE |  | 41780 | 0 | 0 |
| NEXTERA ENERGY | NEXTERA ENERGY | 65339F101 |  | 3580 | 42889 | SH |  | SOLE |  | 42889 | 0 | 0 |
| NVIDIA | NVIDIA | 67066G104 |  | 47183 | 380389 | SH |  | SOLE |  | 380389 | 0 | 0 |
| ON SEMICONDUCTOR CORP | ON SEMICONDUCTOR CORP | 682189105 |  | 3259 | 44450 | SH |  | SOLE |  | 44450 | 0 | 0 |
| OWENS CORNING | OWENS CORNING | 690742101 |  | 3645 | 20947 | SH |  | SOLE |  | 20947 | 0 | 0 |
| PALO ALTO | PALO ALTO | 697435105 |  | 5882 | 17365 | SH |  | SOLE |  | 17365 | 0 | 0 |
| PROCORE TECHNOLOGY | PROCORE TECHNOLOGY | 74275K108 |  | 9576 | 155373 | SH |  | SOLE |  | 155373 | 0 | 0 |
| PROGRESSIVE US | PROGRESSIVE US | 743315103 |  | 13066 | 51770 | SH |  | SOLE |  | 51770 | 0 | 0 |
| PURE STORAGE | PURE STORAGE | 74624M102 |  | 9478 | 187874 | SH |  | SOLE |  | 187874 | 0 | 0 |
| QIAGEN N.V. | QIAGEN N.V. | N72482206 |  | 3287 | 64024 | SH |  | SOLE |  | 64024 | 0 | 0 |
| QUANTA SERVICES | QUANTA SERVICES | 74762E102 |  | 5766 | 19455 | SH |  | SOLE |  | 19455 | 0 | 0 |
| REPUBLIC SERVICES | REPUBLIC SERVICES | 760759100 |  | 2787 | 13884 | SH |  | SOLE |  | 13884 | 0 | 0 |
| SENTINEL ONE | SENTINEL ONE | 81730H109 |  | 4976 | 207688 | SH |  | SOLE |  | 207688 | 0 | 0 |
| SERVICENOW | SERVICENOW | 81762P102 |  | 22744 | 25703 | SH |  | SOLE |  | 25703 | 0 | 0 |
| SMURFIT WESTROCK | SMURFIT WESTROCK | G8267P108 |  | 18000 | 488737 | SH |  | SOLE |  | 488737 | 0 | 0 |
| SNOWFLAKE | SNOWFLAKE | 833445109 |  | 7159 | 63637 | SH |  | SOLE |  | 63637 | 0 | 0 |
| STELLANTIS NV | STELLANTIS NV | N82405106 |  | 17714 | 1110051 | SH |  | SOLE |  | 1110051 | 0 | 0 |
| STRYKER CORP | STRYKER CORP | 863667101 |  | 17192 | 47578 | SH |  | SOLE |  | 47578 | 0 | 0 |
| SYNOPSYS | SYNOPSYS | 871607107 |  | 10851 | 21054 | SH |  | SOLE |  | 21054 | 0 | 0 |
| THERMO FISHER | THERMO FISHER | 883556102 |  | 14442 | 23318 | SH |  | SOLE |  | 23318 | 0 | 0 |
| T-MOBILE US | T-MOBILE US | 872590104 |  | 15978 | 78614 | SH |  | SOLE |  | 78614 | 0 | 0 |
| TSMC ADR | TSMC ADR | 874039100 |  | 7571 | 40524 | SH |  | SOLE |  | 40524 | 0 | 0 |
| UNITED RENTALS | UNITED RENTALS | 911363109 |  | 11285 | 14060 | SH |  | SOLE |  | 14060 | 0 | 0 |
| VEEVA | VEEVA | 922475108 |  | 8434 | 40273 | SH |  | SOLE |  | 40273 | 0 | 0 |
| VERISK ANALYTICS INC | VERISK ANALYTICS INC | 92345Y106 |  | 6382 | 24085 | SH |  | SOLE |  | 24085 | 0 | 0 |
| VERTIV HOLDINGS | VERTIV HOLDINGS | 92537N108 |  | 7713 | 76651 | SH |  | SOLE |  | 76651 | 0 | 0 |
| WABTEC | WABTEC | 929740108 |  | 6117 | 33558 | SH |  | SOLE |  | 33558 | 0 | 0 |
| WASTE CONNECTIONS | WASTE CONNECTIONS | 94106B101 |  | 28210 | 117228 | SH |  | SOLE |  | 117228 | 0 | 0 |
| WEST FRASER | WEST FRASER | 952845105 |  | 620 | 6500 | SH |  | SOLE |  | 6500 | 0 | 0 |
| WORKDAY INC | WORKDAY INC | 98138H101 |  | 24099 | 98189 | SH |  | SOLE |  | 98189 | 0 | 0 |

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