Eurizon SLJ Capital Ltd 13F Holdings · Q2 2026
Eurizon SLJ Capital Ltd reported 172 securities worth $271.17M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMAT (7.41%), LRCX (6.79%), GOOGL (4.59%). Among its top 25 positions this quarter: 3 new, 8 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $20.1M | 7.41% | 27,775 | Added |
| 2 | LRCX | LAM RESEARCH CORP | $18.4M | 6.79% | 42,462 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $12.5M | 4.59% | 34,845 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $12.4M | 4.59% | 62,174 | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.9M | 4.38% | 24,891 | Added |
| 6 | MSFT | MICROSOFT CORP | $11.5M | 4.25% | 30,876 | Added |
| 7 | VRTX | VERTEX PHARMACEUTICALS INC | $11.4M | 4.21% | 22,969 | Added |
| 8 | V | VISA INC | $11.2M | 4.12% | 32,595 | Trimmed |
| 9 | A | AGILENT TECHNOLOGIES INC | $10.1M | 3.74% | 76,249 | New |
| 10 | TJX | TJX COS INC NEW | $9.6M | 3.53% | 63,106 | Added |
| 11 | NFLX | NETFLIX INC. | $8.0M | 2.97% | 112,680 | Trimmed |
| 12 | CME | CME GROUP INC | $7.8M | 2.89% | 35,435 | Added |
| 13 | EMBJ | EMBRAER S.A. | $6.4M | 2.34% | 99,643 | Added |
| 14 | ANET | ARISTA NETWORKS INC | $6.3M | 2.32% | 36,972 | Trimmed |
| 15 | FTNT | FORTINET INC | $5.4M | 1.98% | 34,990 | Added |
| 16 | ADP | AUTOMATIC DATA PROCESSING IN | $5.3M | 1.96% | 23,700 | Trimmed |
| 17 | MEDP | MEDPACE HLDGS INC | $5.0M | 1.85% | 9,448 | Trimmed |
| 18 | PYPL | PAYPAL HLDGS INC | $4.8M | 1.77% | 111,184 | New |
| 19 | INFY | INFOSYS LTD | $4.0M | 1.48% | 381,803 | Trimmed |
| 20 | GWW | WW GRAINGER INC | $3.9M | 1.44% | 2,877 | Trimmed |
| 21 | FIX | COMFORT SYS USA INC | $3.9M | 1.43% | 1,957 | New |
| 22 | ADBE | ADOBE INC | $3.7M | 1.38% | 18,264 | Trimmed |
| 23 | AAPL | APPLE INC | $3.2M | 1.17% | 11,011 | Hold |
| 24 | CTAS | CINTAS CORP | $2.9M | 1.09% | 17,300 | Trimmed |
| 25 | TER | TERADYNE INC | $2.8M | 1.03% | 5,788 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR