Talos Eurisko Asset Management LP
Talos Eurisko Asset Management LP reported 25 positions worth $703.4M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: CRDO (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CRDO | SH | $60.9M | 8.65% | 223,836 | — | — | |
| ▸ 2 | ALAB | SH | $57.8M | 8.22% | 119,641 | — | — | |
| ▸ 3 | SNPS | SH | $47.5M | 6.75% | 106,520 | — | — | |
| ▸ 4 | ONTO | SH | $40.3M | 5.72% | 106,373 | — | — | |
| ▸ 5 | AMD | SH | $40.2M | 5.71% | 69,200 | — | — | |
| ▸ 6 | APH | SH | $37.6M | 5.34% | 213,199 | — | — | |
| ▸ 7 | AMAT | SH | $37.3M | 5.31% | 51,640 | — | — | |
| ▸ 8 | STX | SH | $33.8M | 4.80% | 35,000 | — | — | |
| ▸ 9 | STM | SH | $31.0M | 4.41% | 414,100 | — | — | |
| ▸ 10 | P | SH | $30.8M | 4.38% | 390,900 | — | — |
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Frequently Asked Questions
What stocks does Talos Eurisko Asset Management LP hold as of Q2 2026?
Talos Eurisko Asset Management LP reported 25 positions worth $703.4M in its Q2 2026 13F filing. Largest positions: CRDO (8.7%), ALAB (8.2%), SNPS (6.8%), ONTO (5.7%) and AMD (5.7%).
What did Talos Eurisko Asset Management LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Talos Eurisko Asset Management LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.