Talos Eurisko Asset Management LP
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
24
- Value ($000)
$565,083
- Date Filed02/17/2026
- Form type13F-HR
- CIK0002041062
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ARISTA NETWORKS INC | COM SHS | 040413205 | $94.68M | 17 % | 722,600 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $41.11M | 7 % | 38,421 | ||
NVIDIA CORPORATION | COM | 67066G104 | $40.82M | 7 % | 218,900 | ||
APPLIED MATLS INC | COM | 038222105 | $40.37M | 7 % | 157,099 | ||
WESTERN DIGITAL CORP | COM | 958102105 | $35.63M | 6 % | 206,834 | ||
SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | $29.14M | 5 % | 105,800 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | $22.8M | 4 % | 79,891 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | $21.51M | 4 % | 58,353 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | $18.62M | 3 % | 343,900 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | $18.45M | 3 % | 289,600 |
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