§ 13F · FUND PROFILE
Talos Eurisko Asset Management LP.
AUM · $520M (13F)Positions · 20Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$402M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 224K | $61M | 8.7% | +164% |
| 2 | ALAB | ASTERA LABS INC | 120K | $58M | 8.2% | NEW |
| 3 | SNPS | SYNOPSYS INC | 107K | $48M | 6.8% | NEW |
| 4 | ONTO | ONTO INNOVATION INC | 106K | $40M | 5.7% | −36% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 69K | $40M | 5.7% | NEW |
| 6 | APH | AMPHENOL CORP | 213K | $38M | 5.3% | −19% |
| 7 | AMAT | APPLIED MATLS INC | 52K | $37M | 5.3% | NEW |
| 8 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 35K | $34M | 4.8% | NEW |
| 9 | STM | STMICROELECTRONICS N V | 414K | $31M | 4.4% | −30% |
| 10 | P | EVERPURE INC | 391K | $31M | 4.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TALOS SIGNAL
AC read
Talos Eurisko Asset Management LP is a Other fund managing $520 million in assets. The fund runs a focused portfolio of just 20 positions.
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