Talos Eurisko Asset Management LP

Position in ONTO — Onto Innovation Inc.

CIK 2041062 NEW YORK, NY

Position in ONTO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$40,256,861

+$6,343,820 QoQ

Shares Held

106,373

-35.7% QoQ

Ownership

0.217%

of shares outstanding

% of Portfolio

6.25%

of 13F equity value

Holder Rank

#90

of 688 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Talos Eurisko Asset Management LP holds $119,686,179 across 4 Semiconductor Equipment & Materials names. ONTO ranks #1 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc. This page	106,373	$40,256,861
2	AMAT	Applied Materials Inc /De	51,640	$37,335,720
3	TER	Teradyne, Inc	51,720	$25,024,204
4	ASML	Asml Holding NV	8,580	$17,069,394

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,256,861	106,373	-35.7%	Shares	Sole	2026-08-12
2026-03-31	$33,913,041	165,373	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.