Home / Leaderboard / Sycomore Asset Management SA
Sycomore Asset Management SA
Denis Panel · Asset Manager · Growth
Founded in 2001 and based in Paris, Sycomore Asset Management is a specialized asset manager and a leader in Socially Responsible Investing (SRI) within Europe. The firm is part of the Generali Investments ecosystem and is recognized for its commitment to environmental, social, and governance (ESG) factors. It operates as a mission-led company and holds B Corp certification, reflecting its objective to generate a positive impact on society and the environment. Sycomore AM specializes in listed equities and utilizes a proprietary fundamental analysis model, known as SPICE, which evaluates companies through the lens of five key stakeholders: Society, People, Investors, Clients, and Environment. Its investment approach emphasizes long-term value creation and "Human Capital," aiming to combine robust financial performance with sustainable development goals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +29.6% |
| YTD return | +18.9% |
| Sharpe ratio | 3.90 |
| Win rate | 47% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.sycomore-am.com/ |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ASML | ASML Holding NV ADR | 14.2% | +61.0% |
| TSM | Taiwan Semiconductor Manufacturing | 11.6% | +35.2% |
| NVDA | NVIDIA Corporation | 11.1% | +19.8% |
| MSFT | Microsoft Corporation | 5.8% | +0.2% |
| IBDRY | Iberdrola SA | 5.2% | 0.0% |
| AVGO | Broadcom Inc | 5.2% | +6.5% |
| WDC | Western Digital Corporation | 5.0% | -12.9% |
| JPM | JPMorgan Chase & Co | 4.9% | +17.1% |
| IFNNY | Infineon Technologies AG ADR | 4.6% | 0.0% |
| LLY | Eli Lilly and Company | 3.6% | +17.5% |
| GLW | Corning Incorporated | 3.5% | -21.4% |
| NOK | Nokia Corp ADR | 3.3% | -14.9% |
| MA | Mastercard Inc | 3.2% | +6.1% |
| SIEGY | Siemens AG ADR | 3.1% | +7.7% |
| NEM | Newmont Goldcorp Corp | 3.0% | +31.1% |
| ETN | Eaton Corporation PLC | 3.0% | +1.6% |
| BIDU | Baidu Inc | 2.7% | -18.8% |
| RSG | Republic Services Inc | 2.3% | +1.0% |
| AIQUY | Air Liquide SA ADR | 2.3% | 0.0% |
| SYK | Stryker Corporation | 2.3% | -3.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | TSM | 11.3% → 11.6% |
| Aug 17, 2026 | SELL | WDC | 4.5% → 5.0% |
| Aug 17, 2026 | BUY | SIEGY | 3.1% → 3.1% |
| Aug 17, 2026 | BUY | MSFT | 5.9% → 5.8% |
| Aug 17, 2026 | SELL | BIDU | 2.9% → 2.7% |
Investment Style Analysis
Sycomore Asset Management SA is widely recognized for employing a Growth strategy. As of Aug 20, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Semiconductor Equipment & Materials sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Sycomore Asset Management SA made a significant move by increasing exposure to TSM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Sycomore AM’s philosophy is anchored in the conviction that "Human Is Capital," positing that a company’s long-term performance is inextricably linked to its ability to create and share value with its stakeholders. This belief is institutionalized through the proprietary SPICE analysis framework, which rigorously assesses impacts on Society, People, Investors, Clients, and the Environment. As a B Corp and mission-driven firm, Sycomore integrates ESG criteria into its fundamental research to identify sustainable growth drivers and innovative business models. The strategy focuses on active, conviction-driven management of listed equities, seeking to foster a more inclusive economy while delivering sustainable alpha to investors.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Sycomore Asset Management SA.
Similar Investment Style
Based on Growth.
- Jaunty Global Limited — Alvin Jiang · 3M +31.1%
- Oberweis Asset Management, Inc. — James W. Oberweis · 3M -12.6%
- Needham Investment Management, LLC — George A. Needham · 3M -23.8%
- Hartline Investment Corporation — Brian W. Hart · 3M +1.9%
Frequently asked questions
How is the simulated portfolio for Sycomore Asset Management SA constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Sycomore Asset Management SA's largest holding?
As of the latest filing, Sycomore Asset Management SA's top position is ASML Holding NV ADR (ASML), representing 14.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Sycomore Asset Management SA's historical performance and risk profile?
Our simulation indicates a total return of +29.6% with a win rate of 47%. Notably, the portfolio maintains a Sharpe Ratio of 3.90, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Sycomore Asset Management SA primarily invest in?
Sycomore Asset Management SA has a strong preference for the Semiconductors sector, which makes up 32.5% of their disclosed assets. The portfolio also has exposure to Semiconductor Equipment & Materials, indicating a specific thematic focus.
Is Sycomore Asset Management SA's portfolio concentrated or diversified?
Sycomore Asset Management SA runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Sycomore Asset Management SA performed in 2026?
Our AI-simulated model portfolio for Sycomore Asset Management SA tracks a Year-to-Date (YTD) return of +18.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Denis Panel manage Sycomore Asset Management SA directly?
Yes, Denis Panel serves as the key portfolio manager for Sycomore Asset Management SA, overseeing the investment strategy and final capital allocation decisions.