Eleva Capital SAS
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Eleva Capital SAS reported 33 stock positions worth $463.7 million. Its top holding was CRH (CRH) at 54.0% of the portfolio, followed by Flutter Entertainment PLC-Di (FLUT, 31.3%) and Microsoft (MSFT, 1.8%).
- Most Recent 13F
- Q2 2026
- Location
- PARIS, I0
- CIK
- 0002054496
- Portfolio Value
- $463.7M (Q2 2025)
- SEC Filing
- 0002054496-25-000002 ↗ filed Aug 5, 2025
Holdings Value
Holdings 33 stocks · $463.7M
| CRH CRH PLC | 54.04% | 2,729,422 | $250.6M | — |
| FLUT Flutter Entertainment PLC-Di | 31.33% | 508,574 | $145.3M | — |
| MSFT Microsoft Corp. | 1.76% | 16,363 | $8.1M | — |
| NVDA Nvidia Corp. | 1.42% | 41,596 | $6.6M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.90% | 18,504 | $4.2M | — |
| AS Amer Sports Inc. | 0.85% | 101,694 | $3.9M | — |
| APO Apollo Global Management Inc. | 0.79% | 25,835 | $3.7M | — |
| MELI MercadoLibre Inc. | 0.71% | 1,255 | $3.3M | — |
| BABA Alibaba Group Holding-SP ADR | 0.66% | 27,137 | $3.1M | — |
| TPR Tapestry Inc. | 0.66% | 34,949 | $3.1M | — |
| GOOGL Alphabet Inc. Class A | 0.65% | 17,141 | $3.0M | — |
| OTIS Otis Worldwide Corp. | 0.58% | 27,031 | $2.7M | — |
| SE Sea Ltd.-ADR | 0.49% | 14,243 | $2.3M | — |
| GOOG Alphabet Inc. Class C | 0.48% | 12,560 | $2.2M | — |
| DDOG Datadog Inc. Class A | 0.46% | 15,837 | $2.1M | — |
| UBER Uber Technologies Inc. | 0.42% | 21,021 | $2.0M | — |
| NFLX Netflix Inc. | 0.41% | 1,437 | $1.9M | — |
| BMRN Biomarin Pharmaceutical Inc. | 0.28% | 23,419 | $1.3M | — |
| LLY Eli Lilly & Co. | 0.28% | 1,651 | $1.3M | — |
| PGR Progressive Corp. | 0.27% | 4,609 | $1.2M | — |
| COHR Coherent Corp. | 0.25% | 13,242 | $1.2M | — |
| NOW ServiceNow Inc. | 0.24% | 1,087 | $1.1M | — |
| V Visa Inc. Class A | 0.23% | 2,984 | $1.1M | — |
| PONY Pony AI Inc. | 0.22% | 78,782 | $1.0M | — |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.22% | 19,738 | $1.0M | — |
| BE Bloom Energy Corp. Class A | 0.21% | 40,984 | $980K | — |
| SHOP Shopify Inc. Class A | 0.20% | 8,111 | $936K | — |
| HUBS HubSpot Inc. | 0.20% | 1,625 | $905K | — |
| MSCI MSCI Inc. | 0.19% | 1,565 | $903K | — |
| MDB Mongodb Inc. | 0.18% | 3,880 | $815K | — |
| EH Ehang Holdings Ltd.-SPS ADR | 0.17% | 46,336 | $804K | — |
| PL Planet Labs PBC | 0.17% | 129,008 | $787K | — |
| FICO Fair Isaac Corp. | 0.07% | 187 | $342K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.