Portfolio (Quarterly) Guide ↗

SYCOMORE ASSET MANAGEMENT

· CIK 0001728681

13F Portfolio $932M AUM 73 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CLH	CLEAN HARBORS	Industrials	31,437	$7.6M	1.06%	SOLD

Sector Allocation

Technology 61.6%

Industrials 15.3%

Healthcare 11.3%

Financial Services 4.3%

Communication Services 3.8%

Consumer Cyclical 1.9%

Consumer Defensive 0.9%

Utilities 0.7%

Energy 0.2%

Real Estate 0.1%