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Eleva Capital SAS Portfolio
$113.2M across 26 positions as of 2026-09-30, with 80% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AMZNAmazon.com Inc | $15.8M | 14.0% | 63,597 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $12.8M | 11.3% | 28,092 |
| AVGOBroadcom Inc | $11.2M | 9.9% | 31,991 |
| MSFTMicrosoft Corp | $11.2M | 9.9% | 21,817 |
| BBB FOODS INC-CLASS A | $8.7M | 7.7% | 166,147 |
| ANGLOGOLD ASHANTI PLC | $8.4M | 7.4% | 89,278 |
| GOOGLAlphabet Inc | $7.3M | 6.4% | 21,105 |
| HOODRobinhood Markets Inc | $6.2M | 5.5% | 55,470 |
| ANETArista Networks Inc | $5.8M | 5.1% | 28,305 |
| TWLOTwilio Inc | $3M | 2.7% | 10,326 |
| CLSCelestica Inc | $2.4M | 2.1% | 6,564 |
| BNBrookfield Corporation Class A Limited Voting Shares | $1.9M | 1.7% | 51,719 |
| OKTAOkta Inc | $1.8M | 1.6% | 8,843 |
| DTDynatrace Inc | $1.7M | 1.5% | 29,186 |
| NOWServiceNow Inc | $1.7M | 1.5% | 12,324 |
| NVDANVIDIA Corp | $1.6M | 1.4% | 7,179 |
| SHOPShopify Inc | $1.6M | 1.4% | 10,663 |
| JNJJohnson & Johnson | $1.4M | 1.3% | 5,446 |
| EQHEquitable Holdings Inc | $1.1M | 1.0% | 16,097 |
| COHRCoherent Corp | $1.1M | 1.0% | 3,852 |
| MRVLMarvell Technology Inc | $1.1M | 1.0% | 4,108 |
| AAPLApple Inc | $1.1M | 0.9% | 3,200 |
| PANWPalo Alto Networks Inc | $1.1M | 0.9% | 2,665 |
| BEBloom Energy Corp | $1.1M | 0.9% | 3,801 |
| FCXFreeport-McMoRan Inc | $1M | 0.9% | 16,684 |
| RLRalph Lauren Corp | $1M | 0.9% | 2,889 |
Quarter ending 2026-09-30.
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