StockDriftsStockDriftsTop 26 Eleva Capital Sas Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 14% | 63.6K | $15.8M | +293.67%(+47.44K) | $237.60(+10.46%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 11.32% | 28.1K | $12.8M | +31.20%(+6.68K) | $273.26(+53.78%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 9.93% | 32.0K | $11.2M | new | $364.47(-8.20%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 9.89% | 21.8K | $11.2M | new | $441.77(+20.77%) | 2026-09-30 | |
| TBBB | BBB FOODS INC-CLASS A | 7.73% | 166.1K | $8.7M | new | $47.15(+23.83%) | 2026-09-30 | |
| AU | ANGLOGOLD ASHANTI PLC | 7.41% | 89.3K | $8.4M | new | $76.73(+19.28%) | 2026-09-30 | |
| GOOGL | ALPHABET INC-CL A | 6.42% | 21.1K | $7.3M | -24.54%(-6.86K) | $165.28(+108.24%) | 2026-09-30 | |
| HOOD | ROBINHOOD MKTS INC | 5.51% | 55.5K | $6.2M | +75.40%(+23.84K) | $97.73(-1.24%) | 2026-09-30 | |
| ANET | ARISTA NETWORKS INC | 5.09% | 28.3K | $5.8M | -39.72%(-18.65K) | $124.81(+46.58%) | 2026-09-30 | |
| TWLO | TWILIO INC - A | 2.67% | 10.3K | $3.0M | new | $249.39(+3.17%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -3.20% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.47% |
Eleva Capital Sas reports $113.18M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (14.0%), TSM (11.3%) and AVGO (9.9%). The top 20 holdings account for 94.42% of reported assets. Its disclosed equity book has returned -3.20% cumulatively over 4 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eleva Capital Sas’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054496). View Eleva Capital Sas’s 13F filings on SEC