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Eleva Capital SAS

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2054496

$86.0M

disclosed book value

24

positions

324.5%

largest position share

Positions, as of 2026-06-30

top 24 of 24 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1CRH PLC2.7M$279.1M324.5%
2AMER SPORTS INC298,802$9.8M11.4%
3NVDANVIDIA CORPORATION52,002$9.1M10.5%
4NFLXNETFLIX INC87,190$8.4M9.7%
5GOOGLALPHABET INC27,967$8.0M9.4%
6TSMTAIWAN SEMICONDUCTOR MFG LT21,411$6.5M7.6%
7ANETARISTA NETWORKS INC46,957$5.8M6.7%
8AMZNAMAZON COM INC16,155$3.4M3.9%
9TMUST-MOBILE US INC14,347$3.0M3.5%
10HOODROBINHOOD MKTS INC31,625$2.2M2.5%
11ON HLDG AG50,150$1.7M2%
12BSXBOSTON SCIENTIFIC CORP26,667$1.7M1.9%
13SPOTIFY TECHNOLOGY S A2,715$1.3M1.5%
14NEWAMSTERDAM PHARMA COMPANY25,721$823,3291%
15CGONCG ONCOLOGY INC8,289$561,0000.7%
16ESPERION THERAPEUTICS INC183,047$501,5490.6%
17MLYSMINERALYS THERAPEUTICS INC17,081$462,7240.5%
18FENCFENNEC PHARMACEUTICALS INC53,234$327,3890.4%
19IRONDISC MEDICINE INC5,115$327,0530.4%
20VRDNVIRIDIAN THERAPEUTICS INC7,126$139,3850.2%
21FCXFREEPORT MCMORAN INC2,258$132,7250.2%
22ACHRARCHER AVIATION INC21,534$111,3310.1%
23EWTXEDGEWISE THERAPEUTICS INC17,460$54,9900.1%
24AQSTAQUESTIVE THERAPEUTICS INC2,720$11,2880%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.