Eleva Capital Sas Portfolio Holdings by Sector
Eleva Capital Sas
- $464 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$251 Million
80.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM 2 stocks |
$10.8 Million
3.45% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT MDB 2 stocks |
$8.95 Million
2.87% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
MELI BABA SE 3 stocks |
$8.64 Million
2.77% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
DDOG UBER NOW SHOP HUBS FICO 6 stocks |
$7.39 Million
2.37% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$5.25 Million
1.68% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
APO 1 stocks |
$3.67 Million
1.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$3.07 Million
0.98% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
OTIS 1 stocks |
$2.68 Million
0.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$1.92 Million
0.62% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
EH PL 2 stocks |
$1.59 Million
0.51% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
BMRN 1 stocks |
$1.29 Million
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$1.29 Million
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$1.23 Million
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$1.06 Million
0.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$1.03 Million
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
BE 1 stocks |
$980,337
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI 1 stocks |
$902,598
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|