Eurizon SLJ Capital Ltd

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Eurizon SLJ Capital Ltd reported 138 stock positions worth $252.4 million. Its top holding was Nvidia (NVDA) at 6.1% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Alphabet Class A (GOOGL, 5.5%).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0002107309
Portfolio Value
$252.4M (Q4 2025)
SEC Filing
0002107309-26-000001 ↗ filed Feb 10, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q4 2025: $252.4M $252.4M Q4 2025 Q1 2026: $210.3M Q1 2026 Q2 2026: $271.2M Q2 2026

Holdings 138 stocks · $252.4M

NVDA Nvidia Corp. 6.11% 82,718 $15.4M —
MSFT Microsoft Corp. 5.66% 29,549 $14.3M —
GOOGL Alphabet Inc. Class A 5.53% 44,611 $14.0M —
V Visa Inc. Class A 4.91% 35,308 $12.4M —
LRCX Lam Research Corp. 4.57% 67,386 $11.5M —
VRTX Vertex Pharmaceuticals Inc. 4.34% 24,156 $11.0M —
CME Cme Group Inc. 4.29% 39,650 $10.8M —
ADP Automatic Data Processing 3.69% 36,215 $9.3M —
NFLX Netflix Inc. 3.52% 94,769 $8.9M —
QCOM Qualcomm Inc. 3.28% 48,443 $8.3M —
ADBE Adobe Inc. 3.12% 22,483 $7.9M —
INFY Infosys Ltd.-SP ADR 3.06% 433,600 $7.7M —
CTAS Cintas Corp. 2.71% 36,345 $6.8M —
ACN Accenture PLC Class A 2.40% 22,581 $6.1M —
ANET Arista Networks Inc. 2.28% 43,890 $5.8M —
IDXX Idexx Laboratories Inc. 2.27% 8,485 $5.7M —
MEDP Medpace Holdings Inc. 2.16% 9,711 $5.5M —
MPWR Monolithic Power Systems Inc. 2.04% 5,668 $5.1M —
GWW WW Grainger Inc. 1.81% 4,538 $4.6M —
AAPL Apple Inc. 1.64% 15,249 $4.1M —
EME Emcor Group Inc. 1.14% 4,708 $2.9M —
MMYT Makemytrip Ltd. 1.08% 33,305 $2.7M —
CBOE Cboe Global Markets Inc. 1.05% 10,521 $2.6M —
BABA Alibaba Group Holding-SP ADR 1.03% 17,822 $2.6M —
LULU Lululemon Athletica Inc. 0.95% 11,520 $2.4M —
AMZN Amazon.com Inc. 0.92% 10,090 $2.3M —
WSM Williams-Sonoma Inc. 0.91% 12,917 $2.3M —
AVGO Broadcom Inc. 0.88% 6,441 $2.2M —
SE Sea Ltd.-ADR 0.73% 14,387 $1.8M —
FTNT Fortinet Inc. 0.69% 21,966 $1.7M —
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.69% 104,164 $1.7M —
GOOG Alphabet Inc. Class C 0.69% 5,536 $1.7M —
GRMN Garmin Ltd. 0.68% 8,445 $1.7M —
DECK Deckers Outdoor Corp. 0.65% 15,854 $1.6M —
TSLA Tesla Inc. 0.64% 3,568 $1.6M —
CX Cemex Sab-Spons ADR Part Cer 0.59% 130,574 $1.5M —
HDB HDFC Bank Ltd.-ADR 0.54% 37,310 $1.4M —
XOM Exxon Mobil Corp. 0.53% 11,079 $1.3M —
GRAB Grab Holdings Ltd. Class A 0.53% 265,823 $1.3M —
JPM JPMorgan Chase & Co. 0.49% 3,812 $1.2M —
EMBJ Embraer SA-Spon ADR 0.44% 17,374 $1.1M —
FFIV F5 Inc. 0.39% 3,845 $981K —
CHKP Check Point Software Tech 0.33% 4,445 $825K —
WELL Welltower Inc. 0.33% 4,427 $822K —
WMT Walmart Inc. 0.32% 7,261 $809K —
CAT Caterpillar Inc. 0.32% 1,390 $796K —
EQIX Equinix Inc. 0.32% 1,038 $795K —
CVX Chevron Corp. 0.31% 5,192 $791K —
MA Mastercard Inc. Class A 0.30% 1,348 $770K —
PLD Prologis Inc. 0.30% 6,024 $769K —
ABBV Abbvie Inc. 0.30% 3,352 $766K —
UBER Uber Technologies Inc. 0.30% 9,241 $755K —
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 13,514 $743K —
ECL Ecolab Inc. 0.28% 2,669 $701K —
GS Goldman Sachs Group Inc. 0.28% 797 $701K —
WFC Wells Fargo & Co. 0.27% 7,301 $680K —
CSCO Cisco Systems Inc. 0.27% 8,814 $679K —
BRK.B Berkshire Hathaway Inc. Class B 0.27% 1,349 $678K —
ORCL Oracle Corp. 0.27% 3,444 $671K —
MRK Merck & Co. Inc. 0.27% 6,355 $669K —
LLY Eli Lilly & Co. 0.25% 586 $630K —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.25% 2,126 $630K —
MS Morgan Stanley 0.25% 3,522 $625K —
COST Costco Wholesale Corp. 0.24% 717 $618K —
NOW ServiceNow Inc. 0.24% 4,015 $615K —
PG The Procter & Gamble Co. 0.24% 4,204 $602K —
HD Home Depot Inc. 0.24% 1,725 $594K —
AXP American Express Co. 0.23% 1,598 $591K —
PDD PDD Holdings Inc. 0.23% 5,139 $583K —
KO The Coca-Cola Co. 0.22% 7,896 $552K —
NEE Nextera Energy Inc. 0.22% 6,804 $546K —
JNJ Johnson & Johnson 0.22% 2,634 $545K —
VZ Verizon Communications Inc. 0.21% 13,192 $537K —
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.21% 4,694 $534K —
MCD McDonald's Corp. 0.21% 1,743 $533K —
LIN Linde PLC 0.21% 1,247 $532K —
PH Parker Hannifin Corp. 0.21% 596 $524K —
ABT Abbott Laboratories 0.21% 4,159 $521K —
CLS Celestica Inc. 0.21% 1,757 $519K —
CB Chubb Ltd. 0.20% 1,617 $505K —
CRM Salesforce Inc. 0.20% 1,901 $504K —
ISRG Intuitive Surgical Inc. 0.20% 887 $502K —
UNH Unitedhealth Group Inc. 0.19% 1,484 $490K —
T AT&T Inc. 0.19% 19,501 $484K —
SPGI S&P Global Inc. 0.19% 912 $477K —
CEG Constellation Energy 0.19% 1,344 $475K —
ETN Eaton Corp. PLC 0.18% 1,449 $462K —
PAGS Pagseguro Digital Ltd. Class A 0.18% 47,715 $460K —
BKNG Booking Holdings Inc. 0.18% 84 $450K —
UNP Union Pacific Corp. 0.17% 1,902 $440K —
DE Deere & Co. 0.17% 935 $435K —
WM Waste Management Inc. 0.16% 1,840 $404K —
SHW The Sherwin-Williams Co. 0.15% 1,159 $376K —
PLTR Palantir Technologies Inc. Class A 0.15% 2,083 $370K —
PANW Palo Alto Networks Inc. 0.14% 1,921 $354K —
PODD Insulet Corp. 0.14% 1,227 $349K —
MOD Modine Manufacturing Co. 0.14% 2,592 $346K —
APD Air Products & Chemicals Inc. 0.12% 1,264 $312K —
COP Conocophillips 0.09% 2,488 $233K —
SO The Southern Co. 0.09% 2,527 $220K —

Show all 138 holdings

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 172$271.2MAMAT, LRCX, GOOGL, NVDA, TSM
Q1 2026 167$210.3MNFLX, NVDA, GOOGL, CME, V
Q4 2025 138$252.4MNVDA, MSFT, GOOGL, V, LRCX