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Investment manager · 13F filer · SEC CIK 2041062
Talos Eurisko Asset Management LP
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Reported value$517Mas of Sep 30, 2026
Positions22 11 new, 13 sold out
Top 10 weight59.5%ADI alone is 7%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ADIAnalog Devices Inc
7.4%New
INTCIntel Corp
7.4%New
APHAmphenol Corp
6.3%Trimmed −9%
ASMLASML Holding NV
6.3%Added +109%
LITELumentum Holdings Inc.
6.3%Added +3%
TERTeradyne, Inc
6.2%Added +54%
ALABAstera Labs, Inc.
6.0%Trimmed −27%
CLSCelestica Inc
4.6%New
AMKRAmkor Technology, Inc.
4.5%New
MCHPMicrochip Technology Inc
4.5%New
PEverpure, Inc.
4.4%Trimmed −55%
ALGMAllegro Microsystems, Inc.
4.4%Added +241%
ADIAnalog Devices Inc
7.4%New
INTCIntel Corp
7.4%New
APHAmphenol Corp
6.3%
ASMLASML Holding NV
6.3%+109%
LITELumentum Holdings Inc.
6.3%+3%
TERTeradyne, Inc
6.2%+54%
ALABAstera Labs, Inc.
6.0%−27%
CLSCelestica Inc
4.6%
AMKRAmkor Technology, Inc.
4.5%
MCHPMicrochip Technology Inc
4.5%
PEverpure, Inc.
4.4%
ALGMAllegro Microsystems, Inc.
4.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ADI Analog Devices Inc 7.4% NewINTC Intel Corp 7.4% NewAPH Amphenol Corp 6.3% Trimmed −9%ASML ASML Holding NV 6.3% Added +109%LITE Lumentum Holdings Inc. 6.3% Added +3%TER Teradyne, Inc 6.2% Added +54%ALAB Astera Labs, Inc. 6.0% Trimmed −27%CLS Celestica Inc 4.6% NewAMKR Amkor Technology, Inc. 4.5% NewMCHP Microchip Technology Inc 4.5% NewP Everpure, Inc. 4.4% Trimmed −55%ALGM Allegro Microsystems, Inc. 4.4% Added +241%
What changed
Biggest moves since Jun 30, 2026
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