TALOS EURISKO ASSET MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ANET | 723K | $94.68M |
 | ALGM | 560K | $14.78M |
 | ON | 344K | $18.62M |
 | MCHP | 290K | $18.45M |
 | AMKR | 280K | $11.07M |
 | NVDA | 219K | $40.82M |
 | WDC | 207K | $35.63M |
 | MRVL | 175K | $14.85M |
 | GLW | 167K | $14.66M |
 | AMAT | 157K | $40.37M |
 | LSCC | 148K | $10.89M |
 | VRT | 113K | $18.32M |
 | STX | 106K | $29.14M |
 | TER | 94K | $18.23M |
 | KEYS | 91K | $18.45M |
 | APH | 82K | $11.07M |
 | MU | 80K | $22.80M |
 | CRDO | 78K | $11.17M |
 | FFIV | 71K | $18.22M |
 | ADI | 68K | $18.33M |
Arista Networks, Inc.
ANET
Shares Held
723K
Value
$94.68M
Allegro MicroSystems, Inc.
ALGM
Shares Held
560K
Value
$14.78M
ON Semiconductor Corporation
ON
Shares Held
344K
Value
$18.62M
Microchip Technology Incorporated
MCHP
Shares Held
290K
Value
$18.45M
Amkor Technology, Inc.
AMKR
Shares Held
280K
Value
$11.07M
NVIDIA Corporation
NVDA
Shares Held
219K
Value
$40.82M
Western Digital Corporation
WDC
Shares Held
207K
Value
$35.63M
Marvell Technology, Inc.
MRVL
Shares Held
175K
Value
$14.85M
Corning Incorporated
GLW
Shares Held
167K
Value
$14.66M
Applied Materials, Inc.
AMAT
Shares Held
157K
Value
$40.37M
Lattice Semiconductor Corporation
LSCC
Shares Held
148K
Value
$10.89M
Vertiv Holdings Co
VRT
Shares Held
113K
Value
$18.32M
Seagate Technology Holdings plc
STX
Shares Held
106K
Value
$29.14M
Teradyne, Inc.
TER
Shares Held
94K
Value
$18.23M
Keysight Technologies, Inc.
KEYS
Shares Held
91K
Value
$18.45M
Amphenol Corporation
APH
Shares Held
82K
Value
$11.07M
Micron Technology, Inc.
MU
Shares Held
80K
Value
$22.80M
Credo Technology Group Holding Ltd
CRDO
Shares Held
78K
Value
$11.17M
F5, Inc.
FFIV
Shares Held
71K
Value
$18.22M
Analog Devices, Inc.
ADI
Shares Held
68K
Value
$18.33M