Talos Eurisko Asset Management LP

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    17

  • Value ($000)

    $417,396

  • Date Filed
    08/11/2025
  • Form type
    13F-HR
  • CIK
    0002041062
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$44.93M
11 %

284,400

ANET
ANET

ARISTA NETWORKS INC

COM SHS
040413205
$42.52M
10 %

415,600

---

TEXAS INSTRS INC

COM
882508104
$30.62M
7 %

147,500

WDC
WDC

WESTERN DIGITAL CORP

COM
958102105
$28.86M
7 %

451,000

COHR
COHR

COHERENT CORP

COM
19247G107
$28.53M
7 %

319,761

GLW
GLW

CORNING INC

COM
219350105
$27.68M
7 %

526,349

---

LAM RESEARCH CORP

COM NEW
512807306
$27.24M
7 %

279,834

MCHP
MCHP

MICROCHIP TECHNOLOGY INC.

COM
595017104
$25.97M
6 %

369,100

JBL
JBL

JABIL INC

COM
466313103
$23.51M
6 %

107,800

STX
STX

SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS
G7997R103
$22.67M
5 %

157,100

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