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