Instuitional Investor - Talos Asset Management Lp

Fund Profile
Filing Period:
Fund Name: Talos Asset Management Lp
Portfolio Value $235,852,658
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. NVDA 281,700 $30,530,646 12.94%
2. CDNS 103,300 $26,272,289 11.14%
3. TXN 122,300 $21,977,310 9.32%
4. GLW 417,949 $19,133,705 8.11%
5. CIEN 297,162 $17,957,500 7.61%