Talos Eurisko Asset Management LP | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 24 of 24 positions

ANET

Arista Networks, Inc.

722,600 shares

$94.7M

16.76%

ASML

ASML HOLDING NV

38,421 shares

$41.1M

7.27%

NVDA

NVIDIA CORP

218,900 shares

$40.8M

7.22%

AMAT

APPLIED MATERIALS INC /DE

157,099 shares

$40.4M

7.14%

WDC

WESTERN DIGITAL CORP

206,834 shares

$35.6M

6.31%

STX

Seagate Technology Holdings plc

105,800 shares

$29.1M

5.16%

MICRON TECHNOLOGY INC

79,891 shares

$22.8M

4.04%

LITE

Lumentum Holdings Inc.

58,353 shares

$21.5M

3.81%

ON SEMICONDUCTOR CORP

343,900 shares

$18.6M

3.30%

MCHP

MICROCHIP TECHNOLOGY INC

289,600 shares

$18.5M

3.27%

KEYS

Keysight Technologies, Inc.

90,800 shares

$18.4M

3.26%

ADI

ANALOG DEVICES INC

67,600 shares

$18.3M

3.24%

VRT

Vertiv Holdings Co

113,100 shares

$18.3M

3.24%

TER

TERADYNE, INC

94,200 shares

$18.2M

3.23%

FFIV

F5, INC.

71,360 shares

$18.2M

3.22%

MRVL

Marvell Technology, Inc.

174,700 shares

$14.8M

2.63%

ALGM

ALLEGRO MICROSYSTEMS, INC.

560,200 shares

$14.8M

2.62%

GLW

CORNING INC /NY

167,449 shares

$14.7M

2.59%

CRDO

Credo Technology Group Holding Ltd

77,600 shares

$11.2M

1.98%

AMKR

AMKOR TECHNOLOGY, INC.

280,400 shares

$11.1M

1.96%

APH

AMPHENOL CORP /DE/

81,901 shares

$11.1M

1.96%

SNPS

SYNOPSYS INC

23,440 shares

$11.0M

1.95%

CIEN

CIENA CORP

46,608 shares

$10.9M

1.93%

LSCC

LATTICE SEMICONDUCTOR CORP

148,000 shares

$10.9M

1.93%

Most Active Tickers

WDC

WESTERN DIGITAL CORP

2 signals

ASML

ASML HOLDING NV

2 signals

KEYS

Keysight Technologies, Inc.

2 signals

FFIV

F5, INC.

2 signals

LITE

Lumentum Holdings Inc.

2 signals

VRT

Vertiv Holdings Co

2 signals

ADI

ANALOG DEVICES INC

2 signals

APH

AMPHENOL CORP /DE/

2 signals

GLW

CORNING INC /NY

2 signals

Activity (Last 7 Days)

May 14, 2026

+23-0

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