Talos Eurisko Asset Management LP Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$417.4B
Holdings
17
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 284,400 | $44.9B | 10.76% | |
| 2 | ANETARISTA NETWORKS INC | 415,600 | $42.5B | 10.19% | |
| 3 | TXNTEXAS INSTRS INC | 147,500 | $30.6B | 7.34% | |
| 4 | WDCWESTERN DIGITAL CORP | 451,000 | $28.9B | 6.91% | |
| 5 | COHRCOHERENT CORP | 319,761 | $28.5B | 6.83% | |
| 6 | GLWCORNING INC | 526,349 | $27.7B | 6.63% | |
| 7 | LRCXLAM RESEARCH CORP | 279,834 | $27.2B | 6.53% | |
| 8 | MCHPMICROCHIP TECHNOLOGY INC. | 369,100 | $26.0B | 6.22% | |
| 9 | JBLJABIL INC | 107,800 | $23.5B | 5.63% | |
| 10 | STXSEAGATE TECHNOLOGY HLDNGS PL | 157,100 | $22.7B | 5.43% | |
| 11 | AAPLAPPLE INC | 99,400 | $20.4B | 4.89% | |
| 12 | AMDADVANCED MICRO DEVICES INC | 128,400 | $18.2B | 4.37% | |
| 13 | SNPSSYNOPSYS INC | 33,300 | $17.1B | 4.09% | |
| 14 | QRVOQORVO INC | 197,900 | $16.8B | 4.03% | |
| 15 | APHAMPHENOL CORP NEW | 166,300 | $16.4B | 3.93% | |
| 16 | SNDKSANDISK CORP | 314,600 | $14.3B | 3.42% | |
| 17 | CLSCELESTICA INC | 74,800 | $11.7B | 2.80% |