Eurizon SLJ Capital Ltd holds a diversified book of 172 stocks worth $271.2M as of Q2 2026 (disclosed Aug 3, 2026, a ~45-day 13F lag). This quarter they opened Agilent Technologies Inc and trimmed Lam Research Corp. Their largest long position is Applied Materials Inc at 7% of the equity book. Cloning the disclosed picks since 2026 would be +6% (+12.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Eurizon SLJ Capital Ltd's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.9 points over this window.
Growth of $10,000 cloning Eurizon SLJ Capital Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Applied Matls Inc COM | $20.1M | 27.8K | 7.4% | ▲31× Added · +27K sh | |
| 2 | Lam Research Corp COM NEW | $18.4M | 42.5K | 6.8% | ▼−9.7% Reduced · −5K sh | |
| 3 | Alphabet Inc CAP STK CL A | $12.5M | 34.8K | 4.6% | ▼−13% Reduced · −5K sh | |
| 4 | Nvidia Corporation COM | $12.4M | 62.2K | 4.6% | ▼−12% Reduced · −9K sh | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.9M | 24.9K | 4.4% | ▲+228% Added · +17K sh | |
| 6 | Microsoft Corp COM | $11.5M | 30.9K | 4.2% | ▲+11% Added · +3K sh | |
| 7 | Vertex Pharmaceuticals Inc COM | $11.4M | 23.0K | 4.2% | ▲+6.7% Added · +1K sh | |
| 8 | Visa Inc COM CL A | $11.2M | 32.6K | 4.1% | ▼−4.7% Reduced · −2K sh | |
| 9 | Agilent Technologies Inc COM | $10.1M | 76.2K | 3.7% | ▲New New position | |
| 10 | TJX Cos Inc New COM | $9.6M | 63.1K | 3.5% | ▲41× Added · +62K sh | |
| 11 | Netflix Inc. COM | $8.0M | 112.7K | 3.0% | ▼−15% Reduced · −19K sh | |
| 12 | Cme Group Inc COM | $7.8M | 35.4K | 2.9% | ▲+0.4% Added · +156 sh | |
| 13 | Embraer S.A. SPONSORED ADS | $6.4M | 99.6K | 2.3% | ▲+246% Added · +71K sh | |
| 14 | Arista Networks Inc COM SHS | $6.3M | 37.0K | 2.3% | ▼−24% Reduced · −12K sh | |
| 15 | Fortinet Inc COM | $5.4M | 35.0K | 2.0% | ▲+61% Added · +13K sh | |
| 16 | Automatic Data Processing In COM | $5.3M | 23.7K | 2.0% | ▼−33% Reduced · −12K sh | |
| 17 | Medpace Hldgs Inc COM | $5.0M | 9.4K | 1.8% | ▼−19% Reduced · −2K sh | |
| 18 | PayPal Hldgs Inc COM | $4.8M | 111.2K | 1.8% | ▲New New position | |
| 19 | Infosys Ltd SPONSORED ADR | $4.0M | 381.8K | 1.5% | ▼−22% Reduced · −109K sh | |
| 20 | WW Grainger Inc COM | $3.9M | 2.9K | 1.4% | ▼−31% Reduced · −1K sh | |
| 21 | Comfort Sys USA Inc COM | $3.9M | 2.0K | 1.4% | ▲New New position | |
| 22 | Adobe Inc COM | $3.7M | 18.3K | 1.4% | ▼−32% Reduced · −9K sh | |
| 23 | Apple Inc COM | $3.2M | 11.0K | 1.2% | —Held | |
| 24 | Cintas Corp COM | $2.9M | 17.3K | 1.1% | ▼−41% Reduced · −12K sh | |
| 25 | Teradyne Inc COM | $2.8M | 5.8K | 1.0% | ▼−26% Reduced · −2K sh | |
| 26 | Accenture PLC Ireland SHS CLASS A | $2.6M | 20.8K | 1.0% | ▼−26% Reduced · −7K sh | |
| 27 | Cboe Global MKTS Inc COM | $2.6M | 10.5K | 0.9% | ▼−8.9% Reduced · −1K sh | |
| 28 | Sea Ltd SPONSORD ADS | $2.3M | 24.0K | 0.8% | ▲New New position | |
| 29 | Idexx Labs Inc COM | $2.0M | 3.7K | 0.7% | ▼−44% Reduced · −3K sh | |
| 30 | Ameriprise Finl Inc COM | $1.9M | 4.1K | 0.7% | ▲New New position | |
| 31 | Amazon Com Inc COM | $1.8M | 7.6K | 0.7% | —Held | |
| 32 | Williams Sonoma Inc COM | $1.8M | 7.8K | 0.7% | ▼−35% Reduced · −4K sh | |
| 33 | Garmin Ltd SHS | $1.5M | 6.1K | 0.5% | ▼−22% Reduced · −2K sh | |
| 34 | Exxon Mobil Corp COM | $1.4M | 10.2K | 0.5% | —Held | |
| 35 | Nu Hldgs Ltd ORD SHS CL A | $1.4M | 103.2K | 0.5% | ▲+0.9% Added · +946 sh | |
| 36 | Autodesk Inc COM | $1.4M | 7.1K | 0.5% | ▲New New position | |
| 37 | Broadcom Inc COM | $1.3M | 3.5K | 0.5% | —Held | |
| 38 | Micron Technology Inc COM | $1.1M | 987 | 0.4% | —Held | |
| 39 | F5 Inc COM | $1.1M | 2.6K | 0.4% | ▼−41% Reduced · −2K sh | |
| 40 | Newmont Corp COM | $1.0M | 11.2K | 0.4% | ▲+192% Added · +7K sh | |
| 41 | Chevron Corporation COM | $992K | 6.0K | 0.4% | —Held | |
| 42 | Tesla Inc COM | $967K | 2.3K | 0.4% | —Held | |
| 43 | Graco Inc COM | $949K | 12.5K | 0.3% | —Held | |
| 44 | Meta Platforms Inc CL A | $919K | 1.6K | 0.3% | —Held | |
| 45 | Avalonbay Cmntys Inc COM | $914K | 4.8K | 0.3% | —Held | |
| 46 | Advanced Micro Devices Inc COM | $829K | 1.4K | 0.3% | —Held | |
| 47 | Caterpillar Inc COM | $795K | 747 | 0.3% | —Held | |
| 48 | Deckers Outdoor Corp COM | $784K | 7.9K | 0.3% | ▼−50% Reduced · −8K sh | |
| 49 | Prologis Inc. COM | $776K | 5.7K | 0.3% | —Held | |
| 50 | Eli Lilly & Co COM | $763K | 636 | 0.3% | ▼−38% Reduced · −382 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.