Stock Taper 
TALOS EURISKO ASSET MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 8.58K | $17.07M |
 Micron Technology, Inc. | MU | 19.76K | $22.81M |
 Motorola Solutions, Inc. | MSI | 26.56K | $11.03M |
 Lumentum Holdings Inc. | LITE | 32.24K | $27.66M |
 Seagate Technology Holdings plc | STX | 35K | $33.77M |
 MKS Inc. | MKSI | 37.11K | $16.51M |
 Applied Materials, Inc. | AMAT | 51.64K | $37.34M |
 Teradyne, Inc. | TER | 51.72K | $25.02M |
 Semtech Corporation | SMTC | 61.3K | $9.92M |
 Advanced Micro Devices, Inc. | AMD | 69.2K | $40.2M |
 Coherent, Inc. | COHR | 72.4K | $28.56M |
 NXP Semiconductors N.V. | NXPI | 84.8K | $23.83M |
 Vertiv Holdings Co | VRT | 89.49K | $29.96M |
 Onto Innovation Inc. | ONTO | 106.37K | $40.26M |
 Synopsys, Inc. | SNPS | 106.52K | $47.52M |
 Astera Labs, Inc. Common Stock | ALAB | 119.64K | $57.79M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 128.6K | $12.8M |
 Allegro MicroSystems, Inc. | ALGM | 182.6K | $12.71M |
 Nutanix, Inc. | NTNX | 188.4K | $9.6M |
 Amphenol Corporation | APH | 213.2K | $37.59M |