Talos Asset Management LP
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
21
- Value ($000)
$423,310
- Date Filed02/11/2025
- 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 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MRVL MARVELL TECHNOLOGY INC | COM | 573874104 | $64.35M | 15 % | 582,588 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $44.09M | 10 % | 328,300 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $44.04M | 10 % | 223,000 | ||
TEXAS INSTRS INC | COM | 882508104 | $24.55M | 6 % | 130,900 | ||
ADI ANALOG DEVICES INC | COM | 032654105 | $24.50M | 6 % | 115,300 | ||
GLW CORNING INC | COM | 219350105 | $23.31M | 6 % | 490,600 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $21.97M | 5 % | 31,700 | ||
ARISTA NETWORKS INC | COM SHS | 040413205 | $18.65M | 4 % | 168,700 | ||
TER TERADYNE INC | COM | 880770102 | $18.52M | 4 % | 147,100 | ||
STX SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | $17.22M | 4 % | 199,500 |
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