Eleva Capital SAS 13F Holdings · Q3 2026
Eleva Capital SAS reported 26 securities worth $113.18M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: AMZN (14.00%), TSM (11.32%), AVGO (9.93%). Among its top 25 positions this quarter: 18 new, 4 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $15.8M | 14.00% | 63,597 | Added |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $12.8M | 11.32% | 28,092 | Added |
| 3 | AVGO | BROADCOM INC | $11.2M | 9.93% | 31,991 | New |
| 4 | MSFT | MICROSOFT CORP | $11.2M | 9.89% | 21,817 | New |
| 5 | TBBB | BBB FOODS INC-CLASS A | $8.7M | 7.73% | 166,147 | New |
| 6 | AU | ANGLOGOLD ASHANTI PLC | $8.4M | 7.41% | 89,278 | New |
| 7 | GOOGL | ALPHABET INC-CL A | $7.3M | 6.42% | 21,105 | Trimmed |
| 8 | HOOD | ROBINHOOD MKTS INC | $6.2M | 5.51% | 55,470 | Added |
| 9 | ANET | ARISTA NETWORKS INC | $5.8M | 5.09% | 28,305 | Trimmed |
| 10 | TWLO | TWILIO INC - A | $3.0M | 2.67% | 10,326 | New |
| 11 | CLS | CELESTICA INC | $2.4M | 2.10% | 6,564 | New |
| 12 | BN | BROOKFIELD CORP | $1.9M | 1.67% | 51,719 | New |
| 13 | OKTA | OKTA INC | $1.8M | 1.63% | 8,843 | New |
| 14 | DT | DYNATRACE INC | $1.7M | 1.49% | 29,186 | New |
| 15 | NOW | SERVICENOW INC | $1.7M | 1.46% | 12,324 | New |
| 16 | NVDA | NVIDIA CORP | $1.6M | 1.45% | 7,179 | Trimmed |
| 17 | SHOP | SHOPIFY INC | $1.6M | 1.40% | 10,663 | New |
| 18 | JNJ | JOHNSON & JOHNSON | $1.4M | 1.27% | 5,446 | New |
| 19 | EQH | EQUITABLE HLDGS INC | $1.1M | 1.00% | 16,097 | New |
| 20 | COHR | COHERENT CORP | $1.1M | 0.98% | 3,852 | New |
| 21 | MRVL | MARVELL TECHNOLOGY INC | $1.1M | 0.96% | 4,108 | New |
| 22 | AAPL | APPLE INC | $1.1M | 0.94% | 3,200 | New |
| 23 | PANW | PALO ALTO NETWORKS INC | $1.1M | 0.94% | 2,665 | New |
| 24 | BE | BLOOM ENERGY CORP | $1.1M | 0.93% | 3,801 | New |
| 25 | FCX | FREEPORT MCMORAN INC | $1.0M | 0.93% | 16,684 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR