Holdings
Talos Eurisko Asset Management LP
As of Jun 30, 2026, Talos Eurisko Asset Management LP reported 22 positions worth US$624M. Largest: Credo Technology Group Holding Ltd, Astera Labs, Inc. and Synopsys, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Credo Technology Group Holding Ltd | 224K | US$60.9M | +139K | Jun 30, 2026 |
| Astera Labs, Inc. | 120K | US$57.8M | new | Jun 30, 2026 |
| Synopsys, Inc. | 107K | US$47.5M | new | Jun 30, 2026 |
| Onto Innovation Inc. | 106K | US$40.3M | −59,000 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 69,200 | US$40.2M | new | Jun 30, 2026 |
| Amphenol Corporation | 213K | US$37.6M | −50,201 | Jun 30, 2026 |
| Applied Materials, Inc. | 51,640 | US$37.3M | new | Jun 30, 2026 |
| Stmicroelectronics Nv | 414K | US$31M | −178K | Jun 30, 2026 |
| Everpure, Inc. | 391K | US$30.8M | new | Jun 30, 2026 |
| Vertiv Holdings, Llc | 89,486 | US$30M | −29,845 | Jun 30, 2026 |