Talos Eurisko Asset Management as of June 30, 2025
Portfolio Holdings for Talos Eurisko Asset Management
Talos Eurisko Asset Management holds 17 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.8 | $45M | 284k | 157.99 | |
| Arista Networks Com Shs (ANET) | 10.2 | $43M | 416k | 102.31 | |
| Texas Instruments Incorporated (TXN) | 7.3 | $31M | 148k | 207.62 | |
| Western Digital (WDC) | 6.9 | $29M | 451k | 63.99 | |
| Coherent Corp (COHR) | 6.8 | $29M | 320k | 89.21 | |
| Corning Incorporated (GLW) | 6.6 | $28M | 526k | 52.59 | |
| Lam Research Corp Com New (LRCX) | 6.5 | $27M | 280k | 97.34 | |
| Microchip Technology (MCHP) | 6.2 | $26M | 369k | 70.37 | |
| Jabil Circuit (JBL) | 5.6 | $24M | 108k | 218.10 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 5.4 | $23M | 157k | 144.33 | |
| Apple (AAPL) | 4.9 | $20M | 99k | 205.17 | |
| Advanced Micro Devices (AMD) | 4.4 | $18M | 128k | 141.90 | |
| Synopsys (SNPS) | 4.1 | $17M | 33k | 512.68 | |
| Qorvo (QRVO) | 4.0 | $17M | 198k | 84.91 | |
| Amphenol Corp Cl A (APH) | 3.9 | $16M | 166k | 98.75 | |
| Sandisk Corp (SNDK) | 3.4 | $14M | 315k | 45.35 | |
| Celestica (CLS) | 2.8 | $12M | 75k | 156.11 |
