SYCOMORE ASSET MANAGEMENT
PARIS I0 · SEC CIK 0001728681
$10.21亿2026Q2 申报市值
72持仓数
55.8%前十大占比 · 第一大 13.7%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
CLH 清仓-$764.80万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $1.40亿 | 13.66% | 155,733 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY 0.625 2031 | $8,979.00万 | 8.79% | 500,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA | $8,173.00万 | 8.00% | 380,389 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $7,898.70万 | 7.74% | 189,860 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM | $4,396.60万 | 4.31% | 104,183 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES | $3,423.50万 | 3.35% | 67,942 | 0 | 0.0% | — | 不变 |
| AZN | ASTRA ZENECA | $3,065.00万 | 3.00% | 163,871 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS | $2,489.80万 | 2.44% | 117,228 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS | $2,482.80万 | 2.43% | 76,651 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY | $2,154.80万 | 2.11% | 20,238 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD | $1,963.90万 | 1.92% | 39,834 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET - A | $1,859.00万 | 1.82% | 47,803 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES | $1,858.30万 | 1.82% | 44,251 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $1,791.00万 | 1.75% | 44,428 | 0 | 0.0% | — | 不变 |
| TSM | TSMC ADR | $1,670.90万 | 1.64% | 40,524 | 0 | 0.0% | — | 不变 |
| P | PURE STORAGE | $1,659.90万 | 1.63% | 187,874 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US | $1,502.40万 | 1.47% | 78,614 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $1,489.20万 | 1.46% | 47,578 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SERVICES | $1,443.90万 | 1.41% | 19,455 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK | $1,399.30万 | 1.37% | 488,737 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS | $1,353.90万 | 1.33% | 14,060 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT INC | $1,310.90万 | 1.28% | 34,374 | 0 | 0.0% | — | 不变 |
| MDB | MONGO DB | $1,284.10万 | 1.26% | 41,780 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $1,217.70万 | 1.19% | 98,189 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE | $1,130.20万 | 1.11% | 63,637 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS | $1,125.50万 | 1.10% | 21,054 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER | $1,045.10万 | 1.02% | 23,318 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE US | $1,029.10万 | 1.01% | 51,770 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $1,013.20万 | 0.99% | 57,242 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIAL | $1,012.20万 | 0.99% | 22,252 | 0 | 0.0% | — | 不变 |
| JPM | JP MORGAN | $894.60万 | 0.88% | 29,164 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $877.40万 | 0.86% | 33,558 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC | $876.70万 | 0.86% | 22,437 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC | $873.70万 | 0.86% | 133,220 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS NV | $857.00万 | 0.84% | 1,110,051 | 0 | 0.0% | — | 不变 |
| DE | DEERE | $837.90万 | 0.82% | 15,835 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL | $827.20万 | 0.81% | 18,945 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS | $772.10万 | 0.76% | 130,096 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI NV | $766.90万 | 0.75% | 23,649 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGY | $739.00万 | 0.72% | 155,373 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE | $728.90万 | 0.71% | 10,854 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC US | $662.30万 | 0.65% | 21,479 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA | $638.50万 | 0.63% | 40,273 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $564.50万 | 0.55% | 44,450 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $549.20万 | 0.54% | 17,231 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $512.70万 | 0.50% | 16,846 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO | $445.80万 | 0.44% | 17,365 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $413.30万 | 0.40% | 24,085 | 0 | 0.0% | — | 不变 |
| S | SENTINEL ONE | $385.50万 | 0.38% | 207,688 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $375.90万 | 0.37% | 42,889 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $357.80万 | 0.35% | 133,668 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO | $300.10万 | 0.29% | 28,184 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER WORKS | $291.70万 | 0.29% | 23,553 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM | $288.30万 | 0.28% | 25,939 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERVICES | $287.50万 | 0.28% | 13,884 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN N.V. | $259.80万 | 0.25% | 64,024 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW | $256.80万 | 0.25% | 25,703 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING | $251.50万 | 0.25% | 20,947 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY BRANDS INC | $228.20万 | 0.22% | 7,669 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG | $149.80万 | 0.15% | 6,700 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $149.70万 | 0.15% | 5,544 | 0 | 0.0% | — | 不变 |
| TTE | TOTAL ENERGIES | $113.50万 | 0.11% | 12,710 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS | $111.20万 | 0.11% | 7,039 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $102.40万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO SOLAR ETF | $44.80万 | 0.04% | 6,500 | 0 | 0.0% | — | 不变 |
| WFG | WEST FRASER | $40.50万 | 0.04% | 6,500 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP | $36.30万 | 0.04% | 2,800 | 0 | 0.0% | — | 不变 |
| CQQQ | INVESCO CHINA TECHNOLOGY ETF | $33.30万 | 0.03% | 6,100 | 0 | 0.0% | — | 不变 |
| NXT | CALL FSLR 1/17/25 C230 | $8.34万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM | $8.00万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $7.60万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| RUN | CALL RUN 1/17/25 C17.5 | $2.14万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS | $0 | 0.00% | 0 | -31,437 | -100.0% | -$764.80万 | 清仓 |