StockDriftsStockDriftsTop 50 Sycomore Asset Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 11.41% | 189.9K | $81.9M | +0.00%(+0) | $301.18(+29.65%) | 2026-03-31 | |
| NVDA | NVIDIA | 6.57% | 380.4K | $47.2M | new | $58.98(+230.31%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS | 3.93% | 117.2K | $28.2M | +0.00%(+0) | $163.40(+3.32%) | 2026-03-31 | |
| AZN | ASTRA ZENECA | 3.65% | 163.9K | $26.2M | new | $190.54(+2.42%) | 2026-03-31 | |
| WDAY | WORKDAY INC | 3.36% | 98.2K | $24.1M | +0.00%(+0) | $249.12(-45.65%) | 2026-03-31 | |
| NOW | SERVICENOW | 3.17% | 25.7K | $22.7M | +0.00%(+0) | $117.09(-9.20%) | 2026-03-31 | |
| ACN | ACCENTURE PLC | 2.84% | 57.2K | $20.4M | +0.00%(+0) | $321.89(-57.33%) | 2026-03-31 | |
| MA | MASTERCARD | 2.73% | 39.8K | $19.6M | +0.00%(+0) | $457.11(+18.00%) | 2026-03-31 | |
| AVGO | BROADCOM | 2.58% | 104.2K | $18.6M | new | $79.17(+355.30%) | 2026-03-31 | |
| LLY | ELI LILLY | 2.56% | 20.2K | $18.4M | +0.00%(+0) | $772.40(+57.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.85% | +59.53% |
| Top 20 Holdings Unweighted | +13.43% | +45.96% |
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