Eleva Capital SAS
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Eleva Capital SAS reported 15 stock positions worth $378.8 million. Its top holding was CRH (CRH) at 91.3% of the portfolio, followed by MercadoLibre (MELI, 1.6%) and Arista Networks (ANET, 1.3%). Compared with Q2 2025, it opened 4 new positions, sold out of 22, added to 6 and reduced 3. The biggest buy was CRH (CRH, shares +6%) and the biggest sale an exit from Flutter Entertainment PLC-Di (FLUT).
- Most Recent 13F
- Q2 2026
- Location
- PARIS, I0
- CIK
- 0002054496
- Portfolio Value
- $378.8M (Q3 2025)
- SEC Filing
- 0002054496-25-000005 ↗ filed Nov 10, 2025
Holdings Value
Holdings 15 stocks · $378.8M
| CRH CRH PLC | 91.33% | 2,885,796 | $346.0M | Add +5.7% |
| MELI MercadoLibre Inc. | 1.59% | 2,581 | $6.0M | Add +105.7% |
| ANET Arista Networks Inc. | 1.30% | 33,928 | $4.9M | New |
| AS Amer Sports Inc. | 1.01% | 110,218 | $3.8M | Add +8.4% |
| MSFT Microsoft Corp. | 0.73% | 5,363 | $2.8M | Reduce -67.2% |
| AU Anglogold Ashanti PLC | 0.60% | 32,386 | $2.3M | New |
| KGC Kinross Gold Corp. | 0.59% | 89,978 | $2.2M | New |
| PL Planet Labs PBC | 0.48% | 141,249 | $1.8M | Add +9.5% |
| NFLX Netflix Inc. | 0.45% | 1,437 | $1.7M | No change |
| BMRN Biomarin Pharmaceutical Inc. | 0.45% | 31,339 | $1.7M | Add +33.8% |
| PONY Pony AI Inc. | 0.41% | 68,462 | $1.5M | Reduce -13.1% |
| DECK Deckers Outdoor Corp. | 0.28% | 10,569 | $1.1M | New |
| COHR Coherent Corp. | 0.27% | 9,375 | $1.0M | Reduce -29.2% |
| FICO Fair Isaac Corp. | 0.26% | 647 | $968K | Add +246.0% |
| MSCI MSCI Inc. | 0.23% | 1,565 | $888K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −31.33 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −1.42 |
| MSFT Microsoft Corp. | Reduce -67.2% | 0.73% | −1.02 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.90 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.79 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.66 |
| TPR Tapestry Inc. | Sold out | 0.00% | −0.66 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.65 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.58 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.49 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.48 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.46 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.42 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.28 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.27 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.24 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.23 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.22 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.21 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.20 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.20 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.18 |
| EH Ehang Holdings Ltd.-SPS ADR | Sold out | 0.00% | −0.17 |
| COHR Coherent Corp. | Reduce -29.2% | 0.27% | +0.01 |
| PONY Pony AI Inc. | Reduce -13.1% | 0.41% | +0.18 |
Portfolio Buys Q2 2025 → Q3 2025
| CRH CRH PLC | Add +5.7% | 91.33% | +37.30 |
| ANET Arista Networks Inc. | New | 1.30% | +1.30 |
| MELI MercadoLibre Inc. | Add +105.7% | 1.59% | +0.88 |
| AU Anglogold Ashanti PLC | New | 0.60% | +0.60 |
| KGC Kinross Gold Corp. | New | 0.59% | +0.59 |
| PL Planet Labs PBC | Add +9.5% | 0.48% | +0.31 |
| DECK Deckers Outdoor Corp. | New | 0.28% | +0.28 |
| FICO Fair Isaac Corp. | Add +246.0% | 0.26% | +0.18 |
| BMRN Biomarin Pharmaceutical Inc. | Add +33.8% | 0.45% | +0.17 |
| AS Amer Sports Inc. | Add +8.4% | 1.01% | +0.16 |