Institutions / Talos Eurisko Asset Management LP
Talos Eurisko Asset Management LP
CIK 2041062 · Institution · as of Dec 31, 2025
Portfolio value
$565.08M
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Arista Networks, Inc.ANET | $94.68M | 16.8% |
| Asml Holding N V | $41.11M | 7.3% |
| NVIDIA Corp | $40.82M | 7.2% |
| Applied Materials Inc /De | $40.37M | 7.1% |
| Western Digital Corp | $35.63M | 6.3% |
| Seagate Technology Holdings PLC | $29.14M | 5.2% |
| Micron Technology Inc | $22.80M | 4.0% |
| Lumentum Hldgs Inc | $21.51M | 3.8% |
| ON Semiconductor Corp | $18.62M | 3.3% |
| Microchip Technology Inc | $18.45M | 3.3% |
| Keysight Technologies, Inc. | $18.45M | 3.3% |
| Analog Devices Inc | $18.33M | 3.2% |
| Vertiv Holdings Co | $18.32M | 3.2% |
| Teradyne, Inc | $18.23M | 3.2% |
| F5 Inc | $18.22M | 3.2% |
| Marvell Technology, Inc. | $14.85M | 2.6% |
| Allegro Microsystems Inc | $14.78M | 2.6% |
| Corning Inc /Ny | $14.66M | 2.6% |
| Credo Technology Group Holding Ltd | $11.17M | 2.0% |
| Amkor Technology Inc | $11.07M | 2.0% |
| Amphenol Corp /De | $11.07M | 2.0% |
| Synopsys Inc | $11.01M | 1.9% |
| Ciena Corp | $10.90M | 1.9% |
| Lattice Semiconductor Corp | $10.89M | 1.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.