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Portfolio (Quarterly) Guide ↗

Eurizon SLJ Capital Ltd

· CIK 0002107309
13F Portfolio $252M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 2 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EME EMCOR GROUP INC Industrials 4,708.0 $2.9M 1.14% NEW $611.79 +39.8%
22 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 33,305.0 $2.7M 1.08% NEW $82.12 -45.4%
23 CBOE CBOE GLOBAL MKTS INC Financial Services 10,521.0 $2.6M 1.05% NEW $251.00 +38.5%
24 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 17,822.0 $2.6M 1.03% NEW $146.58 -12.8%
25 LULU LULULEMON ATHLETICA INC Consumer Cyclical 11,520.0 $2.4M 0.95% NEW $207.81 -36.9%
26 AMZN AMAZON COM INC Consumer Cyclical 10,090.0 $2.3M 0.92% NEW $230.82 +17.8%
27 WSM WILLIAMS SONOMA INC Consumer Cyclical 12,917.0 $2.3M 0.91% NEW $178.59 +11.1%
28 AVGO BROADCOM INC Technology 6,441.0 $2.2M 0.88% NEW $346.10 +21.9%
29 SE SEA LTD Consumer Cyclical 14,387.0 $1.8M 0.73% NEW $127.57 -26.7%
30 FORTINET INC 21,966.0 $1.7M 0.69% NEW $79.41
31 NU NU HLDGS LTD Financial Services 104,164.0 $1.7M 0.69% NEW $16.74 -22.2%
32 GOOG ALPHABET INC Communication Services 5,536.0 $1.7M 0.69% NEW $313.80 +22.6%
33 GRMN GARMIN LTD Technology 8,445.0 $1.7M 0.68% NEW $202.85 +17.3%
34 DECK DECKERS OUTDOOR CORP Consumer Cyclical 15,854.0 $1.6M 0.65% NEW $103.67 +10.3%
35 TSLA TESLA INC Consumer Cyclical 3,568.0 $1.6M 0.64% NEW $449.72 -2.1%
36 CX CEMEX SAB DE CV Basic Materials 130,574.0 $1.5M 0.59% NEW $11.49 +15.0%
37 HDB HDFC BANK LTD Financial Services 37,310.0 $1.4M 0.54% NEW $36.54 -34.9%
38 XOM EXXON MOBIL CORP Energy 11,079.0 $1.3M 0.53% NEW $120.34 +24.5%
39 GRAB GRAB HOLDINGS LIMITED Technology 265,823.0 $1.3M 0.53% NEW $4.99 -27.1%
40 JPM JPMORGAN CHASE & CO. Financial Services 3,812.0 $1.2M 0.49% NEW $322.22 -7.1%
Page 2 of 7  ·  138 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.6%
Financial Services 14.1%
Industrials 11.2%
Healthcare 10.7%
Communication Services 10.5%
Consumer Cyclical 8.0%
Real Estate 1.7%
Basic Materials 1.4%
Energy 1.3%
Consumer Defensive 1.0%