TALOS EURISKO ASSET MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOK | 2.67M | $21.43M |
 | STM | 592K | $20.46M |
 | HPQ | 522K | $10.02M |
 | ALGM | 493K | $15.55M |
 | APH | 263K | $33.28M |
 | Q | 218K | $25.10M |
 | AKAM | 190K | $21.80M |
 | WDC | 174K | $47.01M |
 | MCHP | 167K | $10.78M |
 | ONTO | 165K | $33.91M |
 | GLW | 145K | $19.65M |
 | KEYS | 131K | $36.89M |
 | ARM | 121K | $18.34M |
 | FFIV | 120K | $34.71M |
 | VRT | 119K | $29.90M |
 | MKSI | 114K | $26.20M |
 | ADI | 94K | $29.85M |
 | CRDO | 85K | $7.95M |
 | CDNS | 72K | $20.00M |
 | SNDK | 52K | $33.29M |
Nokia Oyj
NOK
Shares Held
2.67M
Value
$21.43M
STMicroelectronics N.V.
STM
Shares Held
592K
Value
$20.46M
HP Inc.
HPQ
Shares Held
522K
Value
$10.02M
Allegro MicroSystems, Inc.
ALGM
Shares Held
493K
Value
$15.55M
Amphenol Corporation
APH
Shares Held
263K
Value
$33.28M
Qnity Electronics, Inc.
Q
Shares Held
218K
Value
$25.10M
Akamai Technologies, Inc.
AKAM
Shares Held
190K
Value
$21.80M
Western Digital Corporation
WDC
Shares Held
174K
Value
$47.01M
Microchip Technology Incorporated
MCHP
Shares Held
167K
Value
$10.78M
Onto Innovation Inc.
ONTO
Shares Held
165K
Value
$33.91M
Corning Incorporated
GLW
Shares Held
145K
Value
$19.65M
Keysight Technologies, Inc.
KEYS
Shares Held
131K
Value
$36.89M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
121K
Value
$18.34M
F5, Inc.
FFIV
Shares Held
120K
Value
$34.71M
Vertiv Holdings Co
VRT
Shares Held
119K
Value
$29.90M
MKS Inc.
MKSI
Shares Held
114K
Value
$26.20M
Analog Devices, Inc.
ADI
Shares Held
94K
Value
$29.85M
Credo Technology Group Holding Ltd
CRDO
Shares Held
85K
Value
$7.95M
Cadence Design Systems, Inc.
CDNS
Shares Held
72K
Value
$20.00M
Sandisk Corporation
SNDK
Shares Held
52K
Value
$33.29M