Talos Asset Management LP Portfolio Holdings by Sector

Talos Asset Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology MRVL NVDA TSM TXN ADI ALGM ON QRVO 8 stocks	$240 Million 62.55% of portfolio	8	-	8	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML TER AMAT 3 stocks	$49.5 Million 12.87% of portfolio	3	-	3	-	0 Calls 0 Puts
Electronic Components \| Technology GLW APH 2 stocks	$33.1 Million 8.6% of portfolio	2	-	2	-	0 Calls 0 Puts
Computer Hardware \| Technology STX NTAP 2 stocks	$21.7 Million 5.64% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$16.8 Million 4.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$13.7 Million 3.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology NOK 1 stocks	$9.15 Million 2.38% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Talos Asset Management LP, based on Form 13F filings with the SEC.

Stay updated on Talos Asset Management LP with notifications on news.