Talos Eurisko Asset Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Talos Eurisko Asset Management LP held in its portfolio 24 assets valued at $565,083,337 (i.e. $565.08M).

The most valuable assets in the portfolio included: ARISTA NETWORKS INC ($94.68M), ASML HOLDING N V ($41.11M), and NVIDIA CORPORATION ($40.83M).

The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Talos Eurisko Asset Management LP Portfolio

ARISTA NETWORKS INC

ASML HOLDING N V

NVIDIA CORPORATION

APPLIED MATLS INC

WESTERN DIGITAL CORP

SEAGATE TECHNOLOGY HLDNGS PL

MICRON TECHNOLOGY INC

LUMENTUM HLDGS INC

ON SEMICONDUCTOR CORP

MICROCHIP TECHNOLOGY INC.

Talos Eurisko Asset Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ARISTA NETWORKS INC	722600	94682278	COM SHS
ASML HOLDING N V	38421	41105091	N Y REGISTRY SHS
NVIDIA CORPORATION	218900	40824850	COM
APPLIED MATLS INC	157099	40372872	COM
WESTERN DIGITAL CORP	206834	35631293	COM
SEAGATE TECHNOLOGY HLDNGS PL	105800	29136262	ORD SHS
MICRON TECHNOLOGY INC	79891	22801690	COM
LUMENTUM HLDGS INC	58353	21508332	COM
ON SEMICONDUCTOR CORP	343900	18622185	COM
MICROCHIP TECHNOLOGY INC.	289600	18453312	COM
KEYSIGHT TECHNOLOGIES INC	90800	18449652	COM
ANALOG DEVICES INC	67600	18333120	COM
VERTIV HOLDINGS CO	113100	18323331	COM CL A
TERADYNE INC	94200	18233352	COM
F5 INC	71360	18215354	COM
MARVELL TECHNOLOGY INC	174700	14846006	COM
ALLEGRO MICROSYSTEMS INC	560200	14778076	COM
CORNING INC	167449	14661834	COM
CREDO TECHNOLOGY GROUP HOLDI	77600	11165864	ORDINARY SHARES
AMKOR TECHNOLOGY INC	280400	11070192	COM
AMPHENOL CORP NEW	81901	11068101	CL A
SYNOPSYS INC	23440	11010237	COM
CIENA CORP	46608	10900213	COM NEW
LATTICE SEMICONDUCTOR CORP	148000	10889840	COM