Portfolio (Quarterly) Guide ↗

SYCOMORE ASSET MANAGEMENT

· CIK 0001728681

13F Portfolio $718M AUM 74 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 10 New 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	CYBERARK	—	44,312	$12.7M	2.11%	SOLD
2	—	CONFLUENT	—	177,319	$3.5M	0.58%	SOLD

Sector Allocation

Technology 53.1%

Industrials 15.9%

Healthcare 15.6%

Financial Services 5.6%

Consumer Cyclical 4.4%

Communication Services 3.4%

Utilities 1.0%

Consumer Defensive 0.7%

Energy 0.2%

Real Estate 0.1%