
TALOS EURISKO ASSET MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | HPE | 596K | $14.65M |
![]() | ANET | 584K | $85.04M |
![]() | WDC | 448K | $53.80M |
![]() | GLW | 371K | $30.41M |
![]() | MCHP | 282K | $18.09M |
![]() | SNDK | 248K | $27.83M |
![]() | GFS | 184K | $6.59M |
![]() | APH | 182K | $22.52M |
![]() | NVDA | 181K | $33.72M |
![]() | JBL | 180K | $39.03M |
![]() | QRVO | 162K | $14.73M |
![]() | AMAT | 141K | $28.79M |
![]() | TER | 134K | $18.37M |
![]() | CRWV | 128K | $17.54M |
![]() | STX | 112K | $26.53M |
![]() | ON | 97K | $4.78M |
![]() | VRT | 82K | $12.40M |
![]() | CIEN | 69K | $10.08M |
![]() | ASML | 45K | $43.85M |
![]() | KLAC | 10K | $10.79M |

Hewlett Packard Enterprise Company
HPE
Shares Held
596K
Value
$14.65M

Arista Networks, Inc.
ANET
Shares Held
584K
Value
$85.04M

Western Digital Corporation
WDC
Shares Held
448K
Value
$53.80M

Corning Incorporated
GLW
Shares Held
371K
Value
$30.41M

Microchip Technology Incorporated
MCHP
Shares Held
282K
Value
$18.09M

Sandisk Corporation
SNDK
Shares Held
248K
Value
$27.83M

GLOBALFOUNDRIES Inc.
GFS
Shares Held
184K
Value
$6.59M

Amphenol Corporation
APH
Shares Held
182K
Value
$22.52M

NVIDIA Corporation
NVDA
Shares Held
181K
Value
$33.72M

Jabil Inc.
JBL
Shares Held
180K
Value
$39.03M

Qorvo, Inc.
QRVO
Shares Held
162K
Value
$14.73M

Applied Materials, Inc.
AMAT
Shares Held
141K
Value
$28.79M

Teradyne, Inc.
TER
Shares Held
134K
Value
$18.37M

CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
128K
Value
$17.54M

Seagate Technology Holdings plc
STX
Shares Held
112K
Value
$26.53M

ON Semiconductor Corporation
ON
Shares Held
97K
Value
$4.78M

Vertiv Holdings Co
VRT
Shares Held
82K
Value
$12.40M

Ciena Corporation
CIEN
Shares Held
69K
Value
$10.08M

ASML Holding N.V.
ASML
Shares Held
45K
Value
$43.85M

KLA Corporation
KLAC
Shares Held
10K
Value
$10.79M
