ELEVA CAPITAL SAS 13F Portfolio
ELEVA CAPITAL SAS runs ELEVA CAPITAL SAS and currently holds 26 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $113.18M. Their top holdings are AMZN, TSM, AVGO, MSFT, AU. The top five represent 52.5% of reported portfolio weight. ELEVA CAPITAL SAS ranks #956 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ELEVA CAPITAL SAS initiated 18 new positions. They added to 4 existing positions. They trimmed 3 positions. Their current best-performing preview position is ANET with returns of +27.46%.
Portfolio Value
$113.18M
Alpha Score
16.4
#956 of 1000
Holdings
26
ELEVA CAPITAL SAS Current 13F Holdings
Reported holdings from ELEVA CAPITAL SAS's latest SEC 13F filing, ranked by portfolio weight.
26 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AMZN AMAZON COM INC | 14.00% | $238.77 | $262.43 | +9.91% | Added +293.67% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 11.32% | $366.07 | $453.28 | +23.82% | Added +31.20% |
 AVGO BROADCOM INC | 9.93% | $351.19 | $361.54 | +2.95% | New Buy |
 MSFT MICROSOFT CORP | 9.89% | $512.90 | $535.07 | +4.32% | New Buy |
 AU ANGLOGOLD ASHANTI PLC | 7.41% | $93.95 | $94.19 | +0.26% | New Buy |
 GOOGL ALPHABET INC-CL A | 6.42% | $287.56 | $351.66 | +22.29% | Trimmed -24.54% |
 HOOD ROBINHOOD MKTS INC | 5.51% | $87.87 | $109.02 | +24.07% | Added +75.40% |
 ANET ARISTA NETWORKS INC | 5.09% | $122.78 | $216.71 | +76.50% | Trimmed -39.72% |
 TWLO TWILIO INC - A | 2.67% | $292.46 | $289.22 | -1.11% | New Buy |
 CLS CELESTICA INC | 2.10% | $361.43 | $362.09 | +0.18% | New Buy |
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