Eleva Capital SAS

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 2, 2026), Eleva Capital SAS reported 24 stock positions worth $343.4 million. Its top holding was CRH (CRH) at 81.3% of the portfolio, followed by Amer Sports (AS, 2.9%) and Nvidia (NVDA, 2.6%). Its holdings were unchanged from Q1 2026.

Most Recent 13F
Q2 2026
Location
PARIS, I0
CIK
0002054496
Portfolio Value
$343.4M (Q2 2026)
SEC Filing
0002054496-26-000003 ↗ filed Jul 2, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q2 2025: $463.7M Q2 2025 Q3 2025: $378.8M Q3 2025 Q1 2026: $343.4M Q1 2026 Q2 2026: $343.4M $343.4M Q2 2026

Holdings 24 stocks · $343.4M

CRH CRH PLC 81.27% 2,654,974 $279.1M No change
AS Amer Sports Inc. 2.86% 298,802 $9.8M No change
NVDA Nvidia Corp. 2.64% 52,002 $9.1M No change
NFLX Netflix Inc. 2.44% 87,190 $8.4M No change
GOOGL Alphabet Inc. Class A 2.34% 27,967 $8.0M No change
TSM Taiwan Semiconductor-SP ADR 1.89% 21,411 $6.5M No change
ANET Arista Networks Inc. 1.68% 46,957 $5.8M No change
AMZN Amazon.com Inc. 0.98% 16,155 $3.4M No change
TMUS T-Mobile US Inc. 0.88% 14,347 $3.0M No change
HOOD Robinhood Markets Inc. Class A 0.64% 31,625 $2.2M No change
ONON On Holding AG Class A filed as ON HLDG AG 0.50% 50,150 $1.7M No change
BSX Boston Scientific Corp. 0.49% 26,667 $1.7M No change
SPOT Spotify Technology SA 0.38% 2,715 $1.3M No change
NAMS Newamsterdam Pharma Co. NV 0.24% 25,721 $823K No change
CGON CG Oncology Inc. 0.16% 8,289 $561K No change
ESPR Esperion Therapeutics Inc. 0.15% 183,047 $502K No change
MLYS Mineralys Therapeutics Inc. 0.13% 17,081 $463K No change
FENC Fennec Pharmaceuticals Inc. 0.10% 53,234 $327K No change
IRON Disc Medicine Inc. 0.10% 5,115 $327K No change
VRDN Viridian Therapeutics Inc. 0.04% 7,126 $139K No change
FCX Freeport-McMoran Inc. 0.04% 2,258 $133K No change
ACHR Archer Aviation Inc. Class A 0.03% 21,534 $111K No change
EWTX Edgewise Therapeutics Inc. 0.02% 17,460 $55K No change
AQST Aquestive Therapeutics Inc. 0.00% 2,720 $11K No change

Portfolio Sells Q1 2026 → Q2 2026

None this quarter.

Portfolio Buys Q1 2026 → Q2 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 24$343.4MCRH, AS, NVDA, NFLX, GOOGL
Q1 2026 24$343.4MCRH, AS, NVDA, NFLX, GOOGL
Q3 2025 15$378.8MCRH, MELI, ANET, AS, MSFT
Q2 2025 33$463.7MCRH, FLUT, MSFT, NVDA, TSM