Talos Eurisko Asset Management LP: 13F holdings
CIK 20410622026Q2
| Positions | 25 |
|---|
| Reported value | $703.4m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 25 (+2 vs prior quarter) |
|---|
| Reported value | $703.4m (+20.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CREDO TECHNOLOGY GROUP HOLDI | 223,836 | $60.9m | 8.7% |
| ALAB ASTERA LABS INC | 119,641 | $57.8m | 8.2% |
| SNPS SYNOPSYS INC | 106,520 | $47.5m | 6.8% |
| ONTO ONTO INNOVATION INC | 106,373 | $40.3m | 5.7% |
| AMD ADVANCED MICRO DEVICES INC | 69,200 | $40.2m | 5.7% |
| APH AMPHENOL CORP | 213,199 | $37.6m | 5.3% |
| AMAT APPLIED MATLS INC | 51,640 | $37.3m | 5.3% |
| SEAGATE TECHNOLOGY HLDNGS PL | 35,000 | $33.8m | 4.8% |
| STM STMICROELECTRONICS N V | 414,100 | $31.0m | 4.4% |
| P EVERPURE INC | 390,900 | $30.8m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2041062")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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