SEC 13F Intelligence

Managers / Q1 2021 · view latest →

SYQUANT CAPITAL SAS

CIK 0001766392 · 25 AVENUE KLEBER, PARIS, I0, 75116 · 0033142569307

Reported Value
$386M
Q1 2021
Positions
53
Filings on Record
32
2019–present window
Filed
Apr 20, 2021
original filing

Summary

Syquant Capital Sas reported $386M in U.S.-listed holdings across 53 positions for Q1 2021.

Its largest position, Varian Med Sys, represents 15.9% of the portfolio.

Compared with Q4 2020, the fund opened 44 new positions and exited 72.

Portfolio Metrics

Turnover
+66.4%
vs prior filed quarter
Top-10 Concentration
+72.7%
share of reported value
Largest Position
+15.9%
Varian Med Sys
New / Exited
44 / 72
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $117MQ4 ’18Q1 ’19: $258MQ2 ’19: $312MQ3 ’19: $365MQ4 ’19: $194MQ4 ’19Q1 ’20: $407MQ2 ’20: $215MQ3 ’20: $196MQ4 ’20: $387MQ4 ’20Q1 ’21: $386MQ2 ’21: $83MQ3 ’21: $164MQ4 ’21: $262MQ4 ’21Q1 ’22: $195MQ2 ’22: $90MQ3 ’22: $165MQ4 ’22: $41MQ4 ’22Q1 ’23: $43MQ2 ’23: $138MQ3 ’23: $255MQ4 ’23: $22MQ4 ’23Q1 ’24: $64MQ2 ’24: $10MQ3 ’24: $27MQ4 ’24: $70MQ4 ’24Q1 ’25: $141MQ2 ’25: $302MQ3 ’25: $348MQ4 ’25: $817MQ4 ’25Q1 ’26: $640MQ2 ’26: $447Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 77.0%Other: 18.4%ADR: 4.0%Unit: 0.4%Tracking Stk: 0.2%
  • Common Stock · 77.0% · $297M
  • Other · 18.4% · $71M
  • ADR · 4.0% · $16M
  • Unit · 0.4% · $1M
  • Tracking Stk · 0.2% · $764,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NIC INCNEW+461.9K461.9K+$16M$16M
HMSYHMS HLDGS CORPNEW+417.0K417.0K+$15M$15M
CARDTRONICS PLCNEW+346.7K346.7K+$13M$13M
PRSPPERSPECTA INCNEW+442.0K442.0K+$13M$13M
GW PHARMACEUTICALS PLCNEW+57.5K57.5K+$12M$12M
CLFCLEVELAND-CLIFFS INC NEWNEW+600.0K600.0K+$12M$12M
GLUUGLU MOBILE INCNEW+900.0K900.0K+$11M$11M
ROCKET INTERNET GRWT OPRT CONEW+1.00M1.00M+$10M$10M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2021

53 positions
#IssuerClass% PortfolioValueShares
1VARIAN MED SYS INCCOM15.94%$62M348.8K
2WORKSLACK TECHNOLOGIES INChistory →COM CL A12.52%$48M1.19M
3GRUBHUB INCCOM9.09%$35M585.0K
4CLGXCORELOGIC INChistory →COM8.04%$31M391.7K
5RPREALPAGE INChistory →COM6.75%$26M298.9K
6WTWWILLIS TOWERS WATSON PLC LTDhistory →SHS5.52%$21M93.1K
7NIC INCCOM4.06%$16M461.9K
8HMSYHMS HLDGS CORPhistory →COM3.99%$15M417.0K
9CARDTRONICS PLCSHS CL A3.48%$13M346.7K
10PRSPPERSPECTA INChistory →COM3.32%$13M442.0K
11GW PHARMACEUTICALS PLCADS3.23%$12M57.5K
12CLFCLEVELAND-CLIFFS INC NEWhistory →COM3.12%$12M600.0K
13GLUUGLU MOBILE INChistory →COM2.91%$11M900.0K
14ROCKET INTERNET GRWT OPRT COUNIT2.59%$10M1.00M
15HQYHEALTHEQUITY INChistory →COM2.20%$9M125.0K
16NAVNAVISTAR INTL CORP NEWhistory →COM2.09%$8M183.7K
17CUBIC CORPCOM1.28%$5M66.2K
18VIACOMCBS INCCL B1.15%$4M98.2K
19AEGNAEGION CORPCOM0.99%$4M132.6K
20AVTRAVANTOR INCCOM0.89%$3M118.4K
21G SQUARED ASCEND I INCUNIT0.78%$3M300.0K
22CLIMATE REAL IMPACT SLUTINSUNIT0.52%$2M200.0K
23ALPHA CAPITAL ACQUISITION COUNIT0.47%$2M182.0K
24EXTENDED STAY AMER INCUNIT0.38%$1M75.0K
25SMTC CORPCOM NEW0.35%$1M224.0K
26BIDUBAIDU INCSPON ADR0.33%$1M5.8K
27WYNNWYNN RESORTS LTDCOM0.32%$1M10.0K
28AAPLAPPLE INCCOM0.27%$1M8.6K
29NEW VISTA ACQUISITION CORPUNIT0.27%$1M104.9K
30CATCHA INVESTMENT CORPUNIT0.27%$1M105.0K
31MSFTMICROSOFT CORPCOM0.27%$1M4.4K
32BROADSCALE ACQUISITION CORPUNIT0.26%$991,000100.0K
33AMZNAMAZON COM INCCOM0.25%$975,000315
34TMETENCENT MUSIC ENTMT GROUPSPON ADS0.22%$850,00041.5K
35TALEND S AADS0.22%$834,00013.1K
36GOOGLALPHABET INCCAP STK CL A0.20%$784,000380
37LIBERTY MEDIA CORP DELCOM SER A FRMLA0.20%$764,00020.0K
38GASLOG LTDSHS0.15%$577,000100.0K
39LINDE PLCSHS0.13%$519,0001.9K
40FTCHQFARFETCH LTDORD SH CL A0.11%$424,0008.0K
41FTITECHNIPFMC PLCCOM0.11%$409,00053.0K
42CRH MED CORPCOM0.10%$395,000100.0K
43METAFACEBOOK INCCL A0.08%$324,0001.1K
44JANUS HENDERSON GROUP PLCORD SHS0.08%$312,00010.0K
45NVDANVIDIA CORPORATIONCOM0.07%$262,000490
46MICHAELS COS INCCOM0.06%$233,00010.6K
47LOGILOGITECH INTL S ASHS0.06%$233,0002.2K
48CMCSACOMCAST CORP NEWCL A0.06%$233,0004.3K
49INTCINTEL CORPCOM0.06%$230,0003.6K
50PYPLPAYPAL HLDGS INCCOM0.06%$228,000940
51NFLXNETFLIX INCCOM0.06%$224,000430
52JDJD.COM INCSPON ADR CL A0.05%$211,0002.5K
53FLUENT INCCOM0.02%$86,00020.9K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$447M38Jul 9, 202613F-HRchanges · EDGAR ↗
Q1 2026$640M40Apr 10, 202613F-HRchanges · EDGAR ↗
Q4 2025$817M37Jan 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$348M17Oct 28, 202513F-HRchanges · EDGAR ↗
Q2 2025$302M14Jul 18, 2025RESTATEMENTchanges · EDGAR ↗
Q1 2025$141M14Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$70M6Jan 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$27M5Oct 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$10M5Jul 10, 202413F-HRchanges · EDGAR ↗
Q1 2024$64M6Apr 9, 202413F-HRchanges · EDGAR ↗
Q4 2023$22M7Jan 10, 202413F-HRchanges · EDGAR ↗
Q3 2023$255M9Oct 12, 202313F-HRchanges · EDGAR ↗
Q2 2023$138M11Jul 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$43M7Apr 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$41M14Jan 17, 202313F-HRchanges · EDGAR ↗
Q3 2022$165M25Oct 11, 202213F-HRchanges · EDGAR ↗
Q2 2022$90M32Jul 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$195M35Apr 7, 202213F-HRchanges · EDGAR ↗
Q4 2021$262M43Jan 12, 202213F-HRchanges · EDGAR ↗
Q3 2021$164M42Oct 14, 202113F-HRchanges · EDGAR ↗
Q2 2021$83M41Jul 14, 202113F-HRchanges · EDGAR ↗
Q1 2021$386M53Apr 20, 202113F-HRchanges · EDGAR ↗
Q4 2020$387M81Feb 5, 202113F-HRchanges · EDGAR ↗
Q3 2020$196M62Oct 21, 202013F-HRchanges · EDGAR ↗
Q2 2020$215M23Aug 5, 202013F-HRchanges · EDGAR ↗
Q1 2020$407M18Apr 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$194M16Jan 8, 202013F-HRchanges · EDGAR ↗
Q3 2019$365M17Oct 17, 201913F-HRchanges · EDGAR ↗
Q2 2019$312M14Jul 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$258M15Apr 12, 201913F-HRchanges · EDGAR ↗
Q4 2018$117M11Feb 4, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.