Talos Eurisko Asset Management LP — 13F holdings

Talos Eurisko Asset Management LP reported 25 holdings worth $703M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. CRDO CREDO TECHNOLOGY GROUP HOLDI — $60.9M (8.7%)
2. ALAB ASTERA LABS INC — $57.8M (8.2%)
3. SNPS Synopsys Inc — $47.5M (6.8%)
4. ONTO ONTO INNOVATION INC — $40.3M (5.7%)
5. AMD ADVANCED MICRO DEVICES INC — $40.2M (5.7%)
6. APH AMPHENOL CORP NEW — $37.6M (5.3%)
7. AMAT APPLIED MATLS INC — $37.3M (5.3%)
8. STX SEAGATE TECHNOLOGY HLDNGS PL — $33.8M (4.8%)
9. STM STMICROELECTRONICS N V — $31.0M (4.4%)
10. P PURE STORAGE INC — $30.8M (4.4%)