Talos Eurisko Asset Management LP
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
20
- Value ($000)
$519,543
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0002041062
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A ARISTA NETWORKS INC | COM SHS | 040413205 | $85.04M | 16 % | 583,600 | ||
W WESTERN DIGITAL CORP | COM | 958102105 | $53.80M | 10 % | 448,073 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $43.85M | 8 % | 45,300 | ||
J JABIL INC | COM | 466313103 | $39.03M | 8 % | 179,700 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $33.72M | 7 % | 180,751 | ||
G CORNING INC | COM | 219350105 | $30.41M | 6 % | 370,749 | ||
A APPLIED MATLS INC | COM | 038222105 | $28.79M | 6 % | 140,600 | ||
SANDISK CORP | COM | 80004C200 | $27.83M | 5 % | 248,000 | ||
S SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | $26.53M | 5 % | 112,400 | ||
A AMPHENOL CORP NEW | CL A | 032095101 | $22.52M | 4 % | 182,000 |
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