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Home > Institutional Investor > Talos Asset Management Lp > Profile

Instuitional Investor - Talos Asset Management Lp

Fund Profile
Filing Period:
Fund Name: Talos Asset Management Lp
Portfolio Value $417,396,491
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 284,400 $44,932,356 10.76%
2.
Arista Networks Inc.
 ANET 415,600 $42,520,036 10.19%
3.
Texas Instruments Inc
 TXN 147,500 $30,623,950 7.34%
4.
Western Digital Corp
 WDC 451,000 $28,859,490 6.91%
5.
Coherent Corp.
 COHR 319,761 $28,525,879 6.83%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)