Back to Eleva Capital SAS
Q3 2026 13F filing
Updated 30 days ago26 disclosed positions worth $113.2M
Portfolio value
$113.2M
Total holdings
26
New positions
19
Closed positions
17
Increased
4
Decreased
3
Turnover
138.5%
Filed
2026-10-06
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMAZON COM INC | $15.8M | 63.6K | 14.00% | Added(+293.7%) |
| 2 | T TAIWAN SEMICONDUCTOR MANUFAC | $12.8M | 28.1K | 11.32% | Added(+31.2%) |
| 3 | A BROADCOM INC | $11.2M | 32.0K | 9.93% | — |
| 4 | M MICROSOFT CORP | $11.2M | 21.8K | 9.89% | — |
| 5 | T BBB FOODS INC-CLASS A | $8.7M | 166.1K | 7.73% | — |
| 6 | A ANGLOGOLD ASHANTI PLC | $8.4M | 89.3K | 7.41% | — |
| 7 | G ALPHABET INC-CL A | $7.3M | 21.1K | 6.42% | Trimmed(-24.5%) |
| 8 | H ROBINHOOD MKTS INC | $6.2M | 55.5K | 5.51% | Added(+75.4%) |
| 9 | A ARISTA NETWORKS INC | $5.8M | 28.3K | 5.09% | Trimmed(-39.7%) |
| 10 | T TWILIO INC - A | $3M | 10.3K | 2.67% | — |
| 11 | C CELESTICA INC | $2.4M | 6.6K | 2.10% | — |
| 12 | B BROOKFIELD CORP | $1.9M | 51.7K | 1.67% | — |
| 13 | O OKTA INC | $1.8M | 8.8K | 1.63% | — |
| 14 | D DYNATRACE INC | $1.7M | 29.2K | 1.49% | — |
| 15 | N SERVICENOW INC | $1.7M | 12.3K | 1.46% | — |
| 16 | N NVIDIA CORP | $1.6M | 7.2K | 1.45% | Trimmed(-86.2%) |
| 17 | S SHOPIFY INC | $1.6M | 10.7K | 1.40% | — |
| 18 | J JOHNSON & JOHNSON | $1.4M | 5.4K | 1.27% | — |
| 19 | E EQUITABLE HLDGS INC | $1.1M | 16.1K | 1.00% | — |
| 20 | C COHERENT CORP | $1.1M | 3.9K | 0.98% | — |
| 21 | M MARVELL TECHNOLOGY INC | $1.1M | 4.1K | 0.96% | — |
| 22 | A APPLE INC | $1.1M | 3.2K | 0.94% | — |
| 23 | P PALO ALTO NETWORKS INC | $1.1M | 2.7K | 0.94% | — |
| 24 | B BLOOM ENERGY CORP | $1.1M | 3.8K | 0.93% | — |
| 25 | F FREEPORT MCMORAN INC | $1M | 16.7K | 0.93% | Added(+638.9%) |
| 26 | R RALPH LAUREN CORP | $1M | 2.9K | 0.91% | — |