Eurizon SLJ Capital Ltd
Net buyer this quarter
$271M
172
+$33M
47.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMAT | $20.1M | 7.41% | 0.00% | +2975.9% | Q1 2026 |
 LRCX | $18.4M | 6.79% | 0.00% | -9.7% | Q4 2025 |
 GOOGL | $12.5M | 4.59% | 0.00% | -13.1% | Q4 2025 |
 NVDA | $12.4M | 4.59% | 0.00% | -12.1% | Q4 2025 |
 TSM | $11.9M | 4.38% | 0.00% | +228.0% | Q1 2026 |
 MSFT | $11.5M | 4.25% | 0.00% | +11.2% | Q4 2025 |
 VRTX | $11.4M | 4.21% | 0.01% | +6.7% | Q4 2025 |
 V | $11.2M | 4.12% | 0.00% | -4.7% | Q4 2025 |
 A | $10.1M | 3.74% | 0.03% | New | Q2 2026 |
 TJX | $9.56M | 3.53% | 0.01% | +4021.9% | Q1 2026 |
 NFLX | $8.05M | 2.97% | 0.00% | -14.7% | Q4 2025 |
 CME | $7.83M | 2.89% | 0.01% | +0.4% | Q4 2025 |
 EMBJ | $6.36M | 2.34% | 0.01% | +246.5% | Q4 2025 |
 ANET | $6.28M | 2.32% | 0.00% | -24.4% | Q4 2025 |
 FTNT | $5.38M | 1.98% | 0.00% | +60.7% | Q4 2025 |
 ADP | $5.31M | 1.96% | 0.01% | -33.3% | Q4 2025 |
 MEDP | $5M | 1.85% | 0.03% | -19.1% | Q4 2025 |
 PYPL | $4.8M | 1.77% | 0.01% | New | Q2 2026 |
 INFY | $4.01M | 1.48% | 0.01% | -22.3% | Q4 2025 |
 GWW | $3.91M | 1.44% | 0.01% | -31.1% | Q4 2025 |
 FIX | $3.88M | 1.43% | 0.01% | New | Q2 2026 |
 ADBE | $3.74M | 1.38% | 0.00% | -32.1% | Q4 2025 |
 AAPL | $3.19M | 1.17% | 0.00% | Not reported | Q4 2025 |
 CTAS | $2.94M | 1.09% | 0.00% | -40.6% | Q4 2025 |
 TER | $2.8M | 1.03% | 0.00% | -25.9% | Q1 2026 |
 ACN | $2.59M | 0.95% | 0.00% | -25.7% | Q4 2025 |
 CBOE | $2.56M | 0.94% | 0.01% | -8.9% | Q4 2025 |
 SE | $2.3M | 0.85% | 0.01% | Not reported | Q4 2025 |
 IDXX | $1.96M | 0.72% | 0.00% | -44.0% | Q4 2025 |
 AMP | $1.89M | 0.70% | 0.00% | New | Q2 2026 |
 AMZN | $1.82M | 0.67% | 0.00% | Not reported | Q4 2025 |
 WSM | $1.81M | 0.67% | 0.01% | -35.1% | Q4 2025 |
 GRMN | $1.45M | 0.54% | 0.00% | -21.5% | Q4 2025 |
 XOM | $1.39M | 0.51% | 0.00% | Not reported | Q4 2025 |
 NU | $1.38M | 0.51% | Not reported | +0.9% | Q4 2025 |
 ADSK | $1.38M | 0.51% | 0.00% | New | Q2 2026 |
 AVGO | $1.33M | 0.49% | 0.00% | Not reported | Q4 2025 |
 MU | $1.14M | 0.42% | 0.00% | Not reported | Q1 2026 |
 FFIV | $1.06M | 0.39% | 0.00% | -40.7% | Q4 2025 |
 NEM | $1.05M | 0.39% | 0.00% | +192.4% | Q1 2026 |
 CVX | $992K | 0.37% | 0.00% | Not reported | Q4 2025 |
 TSLA | $967K | 0.36% | 0.00% | Not reported | Q4 2025 |
 GGG | $949K | 0.35% | 0.01% | Not reported | Q1 2026 |
 META | $919K | 0.34% | Not reported | Not reported | Q1 2026 |
 AVBC | $914K | 0.34% | 0.02% | Not reported | Q4 2025 |
 AMD | $829K | 0.31% | 0.00% | Not reported | Q1 2026 |
 CAT | $795K | 0.29% | 0.00% | Not reported | Q4 2025 |
 DECK | $784K | 0.29% | 0.01% | -50.2% | Q4 2025 |
 PLD | $776K | 0.29% | 0.00% | Not reported | Q4 2025 |
 LLY | $763K | 0.28% | 0.00% | -37.5% | Q4 2025 |
| Q1 2026 | |||||
| NFLX | $12.3M | 5.85% | 0.00% | +39.4% | Q4 2025 |
| NVDA | $11.9M | 5.64% | 0.00% | -14.5% | Q4 2025 |
| GOOGL | $11.1M | 5.26% | 0.00% | -10.2% | Q4 2025 |
| CME | $10.5M | 4.99% | 0.01% | -11.0% | Q4 2025 |
| V | $10.3M | 4.87% | 0.00% | -3.1% | Q4 2025 |
| MSFT | $10M | 4.77% | 0.00% | -6.0% | Q4 2025 |
| VRTX | $9.54M | 4.54% | 0.01% | -10.9% | Q4 2025 |
| LRCX | $9.42M | 4.48% | 0.00% | -30.2% | Q4 2025 |
| ADP | $7.3M | 3.47% | 0.01% | -1.9% | Q4 2025 |
| INFY | $6.51M | 3.09% | 0.01% | +13.3% | Q4 2025 |
| ADBE | $6.49M | 3.09% | 0.01% | +19.7% | Q4 2025 |
| ANET | $5.69M | 2.71% | 0.00% | +11.5% | Q4 2025 |
| ACN | $5.53M | 2.63% | 0.00% | +23.9% | Q4 2025 |
| MEDP | $5.38M | 2.56% | 0.04% | +20.3% | Q4 2025 |
| CTAS | $4.92M | 2.34% | 0.01% | -19.8% | Q4 2025 |
| GWW | $4.41M | 2.10% | 0.01% | -8.0% | Q4 2025 |
 MPWR | $3.99M | 1.90% | 0.01% | -29.7% | Q4 2025 |
| IDXX | $3.7M | 1.76% | 0.01% | -21.7% | Q4 2025 |
| CBOE | $3.27M | 1.55% | 0.01% | +10.0% | Q4 2025 |
 CMG | $2.94M | 1.40% | 0.01% | New | Q1 2026 |
| AAPL | $2.79M | 1.33% | 0.00% | -27.8% | Q4 2025 |
| TSM | $2.4M | 1.14% | 0.00% | New | Q1 2026 |
| TER | $2.16M | 1.03% | 0.01% | New | Q1 2026 |
| WSM | $2.12M | 1.01% | 0.01% | -7.2% | Q4 2025 |
| GRMN | $1.76M | 0.84% | 0.00% | -7.7% | Q4 2025 |
| XOM | $1.73M | 0.82% | 0.00% | -8.1% | Q4 2025 |
| FTNT | $1.72M | 0.82% | 0.00% | -0.9% | Q4 2025 |
| EMBJ | $1.6M | 0.76% | 0.00% | +65.5% | Q4 2025 |
| AMZN | $1.59M | 0.76% | 0.00% | -24.4% | Q4 2025 |
 TOST | $1.57M | 0.75% | 0.03% | New | Q1 2026 |
| DECK | $1.5M | 0.72% | 0.01% | -0.1% | Q4 2025 |
| NU | $1.47M | 0.70% | Not reported | -1.8% | Q4 2025 |
| CVX | $1.24M | 0.59% | 0.00% | +15.3% | Q4 2025 |
| FFIV | $1.2M | 0.57% | 0.01% | +11.9% | Q4 2025 |
| AVGO | $1.09M | 0.52% | 0.00% | -45.5% | Q4 2025 |
| GGG | $1.06M | 0.51% | 0.01% | New | Q1 2026 |
| META | $934K | 0.44% | Not reported | New | Q1 2026 |
| LLY | $924K | 0.44% | 0.00% | +73.7% | Q4 2025 |
| TSLA | $855K | 0.41% | 0.00% | -35.5% | Q4 2025 |
 LULU | $821K | 0.39% | 0.01% | -51.1% | Q4 2025 |
| AVBC | $792K | 0.38% | 0.02% | +1027.0% | Q4 2025 |
 CSCO | $788K | 0.37% | 0.00% | +15.8% | Q4 2025 |
| PLD | $758K | 0.36% | 0.00% | -4.9% | Q4 2025 |
 FDS | $708K | 0.34% | 0.01% | New | Q1 2026 |
 CRUS | $681K | 0.32% | 0.01% | New | Q1 2026 |
 RTX | $680K | 0.32% | 0.00% | +309.2% | Q4 2025 |
 WELL | $652K | 0.31% | 0.00% | -25.5% | Q4 2025 |
 XP | $580K | 0.28% | Not reported | New | Q1 2026 |
 JPM | $565K | 0.27% | 0.00% | -49.6% | Q4 2025 |
 LIN | $550K | 0.26% | 0.00% | -11.1% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $15.4M | 6.11% | 0.00% | New | Q4 2025 |
| MSFT | $14.3M | 5.66% | 0.00% | New | Q4 2025 |
| GOOGL | $14M | 5.53% | 0.00% | New | Q4 2025 |
| V | $12.4M | 4.91% | 0.00% | New | Q4 2025 |
| LRCX | $11.5M | 4.57% | 0.01% | New | Q4 2025 |
| VRTX | $11M | 4.34% | 0.01% | New | Q4 2025 |
| CME | $10.8M | 4.29% | 0.01% | New | Q4 2025 |
| ADP | $9.32M | 3.69% | 0.01% | New | Q4 2025 |
| NFLX | $8.89M | 3.52% | 0.00% | New | Q4 2025 |
 QCOM | $8.29M | 3.28% | 0.00% | New | Q4 2025 |
| ADBE | $7.87M | 3.12% | 0.01% | New | Q4 2025 |
| INFY | $7.73M | 3.06% | 0.01% | New | Q4 2025 |
| CTAS | $6.84M | 2.71% | 0.01% | New | Q4 2025 |
| ACN | $6.06M | 2.40% | 0.00% | New | Q4 2025 |
| ANET | $5.75M | 2.28% | 0.00% | New | Q4 2025 |
| IDXX | $5.74M | 2.27% | 0.01% | New | Q4 2025 |
| MEDP | $5.45M | 2.16% | 0.03% | New | Q4 2025 |
| MPWR | $5.14M | 2.04% | 0.01% | New | Q4 2025 |
| GWW | $4.58M | 1.81% | 0.01% | New | Q4 2025 |
| AAPL | $4.15M | 1.64% | 0.00% | New | Q4 2025 |
 EME | $2.88M | 1.14% | 0.01% | New | Q4 2025 |
 MMYT | $2.74M | 1.08% | Not reported | New | Q4 2025 |
| CBOE | $2.64M | 1.05% | 0.01% | New | Q4 2025 |
 BABA | $2.61M | 1.03% | 0.00% | New | Q4 2025 |
| LULU | $2.39M | 0.95% | 0.01% | New | Q4 2025 |
| AMZN | $2.33M | 0.92% | 0.00% | New | Q4 2025 |
| WSM | $2.31M | 0.91% | 0.01% | New | Q4 2025 |
| AVGO | $2.23M | 0.88% | 0.00% | New | Q4 2025 |
| SE | $1.84M | 0.73% | 0.01% | New | Q4 2025 |
| FTNT | $1.74M | 0.69% | 0.00% | New | Q4 2025 |
| NU | $1.74M | 0.69% | Not reported | New | Q4 2025 |
| GOOG | $1.74M | 0.69% | Not reported | New | Q4 2025 |
| GRMN | $1.71M | 0.68% | 0.00% | New | Q4 2025 |
| DECK | $1.64M | 0.65% | 0.01% | New | Q4 2025 |
| TSLA | $1.6M | 0.64% | 0.00% | New | Q4 2025 |
 CX | $1.5M | 0.59% | 0.00% | New | Q4 2025 |
 HDB | $1.36M | 0.54% | 0.00% | New | Q4 2025 |
| XOM | $1.33M | 0.53% | 0.00% | New | Q4 2025 |
 GRAB | $1.33M | 0.53% | Not reported | New | Q4 2025 |
| JPM | $1.23M | 0.49% | 0.00% | New | Q4 2025 |
| EMBJ | $1.12M | 0.44% | 0.00% | New | Q4 2025 |
| FFIV | $981K | 0.39% | 0.01% | New | Q4 2025 |
 CHKP | $825K | 0.33% | 0.00% | New | Q4 2025 |
| WELL | $822K | 0.33% | 0.00% | New | Q4 2025 |
 WMT | $809K | 0.32% | 0.00% | New | Q4 2025 |
| CAT | $796K | 0.32% | 0.00% | New | Q4 2025 |
 EQIX | $795K | 0.32% | 0.00% | New | Q4 2025 |
| CVX | $791K | 0.31% | 0.00% | New | Q4 2025 |
 MA | $770K | 0.30% | 0.00% | New | Q4 2025 |
| PLD | $769K | 0.30% | 0.00% | New | Q4 2025 |