Talos Eurisko Asset Management LP

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    20

  • Value ($000)

    $519,543

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ANET
ANET

ARISTA NETWORKS INC

COM SHS
$85.04 M
16 %

583,600

WDC
WDC

WESTERN DIGITAL CORP

COM
$53.80 M
10 %

448,073

---

ASML HOLDING N V

N Y REGISTRY SHS
$43.85 M
8 %

45,300

JBL
JBL

JABIL INC

COM
$39.03 M
8 %

179,700

NVDA
NVDA

NVIDIA CORPORATION

COM
$33.72 M
7 %

180,751

GLW
GLW

CORNING INC

COM
$30.41 M
6 %

370,749

AMAT
AMAT

APPLIED MATLS INC

COM
$28.79 M
6 %

140,600

---

SANDISK CORP

COM
$27.83 M
5 %

248,000

STX
STX

SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS
$26.53 M
5 %

112,400

APH
APH

AMPHENOL CORP NEW

CL A
$22.52 M
4 %

182,000

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