StockDriftsStockDriftsTop 23 Talos Eurisko Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | 8.03% | 173.8K | $47.0M | -15.98%(-33.04K) | $52.31(+835.19%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 7.08% | 31.4K | $41.4M | -18.35%(-7.05K) | $821.94(+92.78%) | 2026-03-31 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 6.3% | 130.6K | $36.9M | +43.87%(+39.84K) | $198.24(+82.38%) | 2026-03-31 | |
| FFIV | F5 INC | 5.93% | 120.0K | $34.7M | +68.11%(+48.60K) | $282.37(+29.12%) | 2026-03-31 | |
| ONTO | ONTO INNOVATION INC | 5.79% | 165.4K | $33.9M | new | $181.47(+52.80%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 5.69% | 52.4K | $33.3M | new | $47.16(+2831.98%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 5.69% | 263.4K | $33.3M | +221.61%(+181.50K) | $114.62(+12.71%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 5.11% | 119.3K | $29.9M | +5.51%(+6.23K) | $147.47(+155.13%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 5.1% | 93.8K | $29.8M | +38.78%(+26.22K) | $244.74(+74.38%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 4.62% | 38.4K | $27.0M | -34.11%(-19.91K) | $265.65(+277.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +72.81% | +416.07% |
| Top 20 Holdings Unweighted | +85.75% | +540.85% |
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