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CIK 0002041062 • 1 13F filing • May 12, 2025 – May 12, 2025
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=jivedata("talos-eurisko-asset-management-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALLEGRO MICROSYSTEMS INC | COM | $14.8M | 2.6% | 560,200 SH | New |
| AMKOR TECHNOLOGY INC | COM | $11.1M | 2.0% | 280,400 SH | New |
| AMPHENOL CORP NEW | CL A | $11.1M | 2.0%Prev: 4.3% | 81,901 SH | Decreased-100,099 SH |
| ANALOG DEVICES INC | COM | $18.3M | 3.2% | 67,600 SH | New |
| APPLIED MATLS INC | COM | $40.4M | 7.1%Prev: 5.5% | 157,099 SH | Increased+16,499 SH |
| ARISTA NETWORKS INC | COM SHS | $94.7M | 16.8%Prev: 16.4% | 722,600 SH | Increased+139,000 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $41.1M | 7.3%Prev: 8.4% | 38,421 SH | Decreased-6,879 SH |
| CIENA CORP | COM NEW | $10.9M | 1.9%Prev: 1.9% | 46,608 SH | Increased-22,592 SH |
| CORNING INC | COM | $14.7M | 2.6%Prev: 5.9% | 167,449 SH | Decreased-203,300 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $11.2M | 2.0% | 77,600 SH | New |
| F5 INC | COM | $18.2M | 3.2% | 71,360 SH | New |
| KEYSIGHT TECHNOLOGIES INC | COM | $18.4M | 3.3% | 90,800 SH | New |
| LATTICE SEMICONDUCTOR CORP | COM | $10.9M | 1.9% | 148,000 SH | New |
| LUMENTUM HLDGS INC | COM | $21.5M | 3.8% | 58,353 SH | New |
| MARVELL TECHNOLOGY INC | COM | $14.8M | 2.6% | 174,700 SH | New |
| MICROCHIP TECHNOLOGY INC. | COM | $18.5M | 3.3%Prev: 3.5% | 289,600 SH | Increased+7,900 SH |
| MICRON TECHNOLOGY INC | COM | $22.8M | 4.0% | 79,891 SH | New |
| NVIDIA CORPORATION | COM | $40.8M | 7.2%Prev: 6.5% | 218,900 SH | Increased+38,149 SH |
| ON SEMICONDUCTOR CORP | COM | $18.6M | 3.3%Prev: 0.9% | 343,900 SH | Increased+247,000 SH |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $29.1M | 5.2%Prev: 5.1% | 105,800 SH | Increased-6,600 SH |
| SYNOPSYS INC | COM | $11.0M | 1.9% | 23,440 SH | New |
| TERADYNE INC | COM | $18.2M | 3.2%Prev: 3.5% | 94,200 SH | Decreased-39,300 SH |
| VERTIV HOLDINGS CO | COM CL A | $18.3M | 3.2%Prev: 2.4% | 113,100 SH | Increased+30,900 SH |
| WESTERN DIGITAL CORP | COM | $35.6M | 6.3%Prev: 10.4% | 206,834 SH | Decreased-241,239 SH |
| 13F-HR |
| 0002041062-26-000006 |
| $703.4M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0002041062-25-000009 | $417.4M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002041062-26-000004 | $585.3M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0002041062-25-000006 | $235.9M | View |