Eurizon SLJ Capital Ltd

LONDON, X0 · CIK 2107309 · 13F filing filed 2026-05-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$210.3m reported value -16.7% vs Q4 2025

167positions

47.0%in top 10

51 new 42 added 74 reduced 22 sold out vs Q4 2025

This report includes the holdings of 1 other manager that shares the investment decisions:

Intesa Sanpaolo S.p.A. – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NETFLIX INC COM NFLX	NFLX	132,111	$12.3m5.85%	5.85%	Added +37.3k	+37,342 39.4%
2	NVIDIA CORPORATION COM NVDA	NVDA	70,733	$11.9m5.64%	5.64%	Reduced -12.0k	-11,985 -14.5%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	40,075	$11.1m5.26%	5.26%	Reduced -4.5k	-4,536 -10.2%
4	CME GROUP INC COM CME	CME	35,279	$10.5m4.99%	4.99%	Reduced -4.4k	-4,371 -11.0%
5	VISA INC COM CL A V	V	34,207	$10.3m4.87%	4.87%	Reduced -1.1k	-1,101 -3.1%
6	MICROSOFT CORP COM MSFT	MSFT	27,779	$10.0m4.77%	4.77%	Reduced -1.8k	-1,770 -6.0%
7	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	21,523	$9.5m4.54%	4.54%	Reduced -2.6k	-2,633 -10.9%
8	LAM RESEARCH CORP COM NEW LRCX	LRCX	47,009	$9.4m4.48%	4.48%	Reduced -20.4k	-20,377 -30.2%
9	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	35,544	$7.3m3.47%	3.47%	Reduced -671	-671 -1.9%
10	INFOSYS LTD SPONSORED ADR INFY	INFY	491,038	$6.5m3.09%	3.09%	Added +57.4k	+57,438 13.2%
11	ADOBE INC COM ADBE	ADBE	26,901	$6.5m3.09%	3.09%	Added +4.4k	+4,418 19.6%
12	ARISTA NETWORKS INC COM SHS ANET	ANET	48,933	$5.7m2.71%	2.71%	Added +5.0k	+5,043 11.5%
13	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	27,978	$5.5m2.63%	2.63%	Added +5.4k	+5,397 23.9%
14	MEDPACE HLDGS INC COM MEDP	MEDP	11,680	$5.4m2.56%	2.56%	Added +2.0k	+1,969 20.3%
15	CINTAS CORP COM CTAS	CTAS	29,143	$4.9m2.34%	2.34%	Reduced -7.2k	-7,202 -19.8%
16	GRAINGER W W INC COM GWW	GWW	4,176	$4.4m2.10%	2.10%	Reduced -362	-362 -8.0%
17	MONOLITHIC PWR SYS INC COM MPWR	MPWR	3,984	$4.0m1.90%	1.90%	Reduced -1.7k	-1,684 -29.7%
18	IDEXX LABS INC COM IDXX	IDXX	6,640	$3.7m1.76%	1.76%	Reduced -1.8k	-1,845 -21.7%
19	CBOE GLOBAL MKTS INC COM CBOE	CBOE	11,568	$3.3m1.55%	1.55%	Added +1.0k	+1,047 9.9%
20	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	94,510	$2.9m1.40%	1.40%	New
21	APPLE INC COM AAPL	AAPL	11,011	$2.8m1.33%	1.33%	Reduced -4.2k	-4,238 -27.8%
22	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	7,589	$2.4m1.14%	1.14%	New
23	TERADYNE INC COM TER	TER	7,806	$2.2m1.03%	1.03%	New
24	WILLIAMS SONOMA INC COM WSM	WSM	11,984	$2.1m1.01%	1.01%	Reduced -933	-933 -7.2%
25	GARMIN LTD SHS GRMN	GRMN	7,791	$1.8m0.84%	0.84%	Reduced -654	-654 -7.7%
26	EXXON MOBIL CORP COM XOM	XOM	10,178	$1.7m0.82%	0.82%	Reduced -901	-901 -8.1%
27	FORTINET INC COM FTNT	FTNT	21,772	$1.7m0.82%	0.82%	Reduced -194	-194 -0.9%
28	EMBRAER S.A. SPONSORED ADS EMBJ	EMBJ	28,757	$1.6m0.76%	0.76%	Added +11.4k	+11,383 65.5%
29	AMAZON COM INC COM AMZN	AMZN	7,633	$1.6m0.76%	0.76%	Reduced -2.5k	-2,457 -24.4%
30	TOAST INC CL A TOST	TOST	60,407	$1.6m0.75%	0.75%	New
31	DECKERS OUTDOOR CORP COM DECK	DECK	15,846	$1.5m0.72%	0.72%	Reduced -8	-8 -0.1%
32	NU HLDGS LTD ORD SHS CL A NU	NU	102,297	$1.5m0.70%	0.70%	Reduced -1.9k	-1,867 -1.8%
33	CHEVRON CORP NEW COM CVX	CVX	5,987	$1.2m0.59%	0.59%	Added +795	+795 15.3%
34	F5 INC COM FFIV	FFIV	4,301	$1.2m0.57%	0.57%	Added +456	+456 11.9%
35	BROADCOM INC COM AVGO	AVGO	3,513	$1.1m0.52%	0.52%	Reduced -2.9k	-2,928 -45.5%
36	GRACO INC COM GGG	GGG	12,548	$1.1m0.51%	0.51%	New
37	META PLATFORMS INC CL A META	META	1,632	$933.7k0.44%	0.44%	New
38	ELI LILLY & CO COM LLY	LLY	1,018	$923.7k0.44%	0.44%	Added +432	+432 73.7%
39	TESLA INC COM TSLA	TSLA	2,300	$855.0k0.41%	0.41%	Reduced -1.3k	-1,268 -35.5%
40	LULULEMON ATHLETICA INC COM LULU	LULU	5,633	$821.5k0.39%	0.39%	Reduced -5.9k	-5,887 -51.1%
41	AVALONBAY CMNTYS INC COM AVB	AVB	4,846	$791.6k0.38%	0.38%	Added +4.4k	+4,416 1027.0%
42	CISCO SYS INC COM CSCO	CSCO	10,204	$787.8k0.37%	0.37%	Added +1.4k	+1,390 15.8%
43	PROLOGIS INC. COM PLD	PLD	5,731	$757.5k0.36%	0.36%	Reduced -293	-293 -4.9%
44	FACTSET RESH SYS INC COM FDS	FDS	3,461	$707.9k0.34%	0.34%	New
45	CIRRUS LOGIC INC COM CRUS	CRUS	4,926	$681.4k0.32%	0.32%	New
46	RTX CORPORATION COM RTX	RTX	3,523	$679.6k0.32%	0.32%	Added +2.7k	+2,662 309.2%
47	WELLTOWER INC COM WELL	WELL	3,297	$651.9k0.31%	0.31%	Reduced -1.1k	-1,130 -25.5%
48	XP INC CL A XP	XP	30,485	$580.4k0.28%	0.28%	New
49	JPMORGAN CHASE & CO COM JPM	JPM	1,922	$565.4k0.27%	0.27%	Reduced -1.9k	-1,890 -49.6%
50	LINDE PLC SHS LIN	LIN	1,109	$549.8k0.26%	0.26%	Reduced -138	-138 -11.1%
51	PAGSEGURO DIGITAL LTD COM CL A PAGS	PAGS	55,194	$535.9k0.25%	0.25%	Added +7.5k	+7,479 15.7%
52	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	1,748	$531.5k0.25%	0.25%	New
53	CATERPILLAR INC COM CAT	CAT	747	$529.2k0.25%	0.25%	Reduced -643	-643 -46.3%
54	EATON CORP PLC SHS ETN	ETN	1,495	$528.6k0.25%	0.25%	Added +46	+46 3.2%
55	EXLSERVICE HOLDINGS INC COM EXLS	EXLS	16,444	$502.5k0.24%	0.24%	Added +16.1k	+16,053 4105.6%
56	CELESTICA INC COM CLS	CLS	1,927	$495.8k0.24%	0.24%	Added +170	+170 9.7%
57	MASTERCARD INCORPORATED CL A MA	MA	958	$478.7k0.23%	0.23%	Reduced -390	-390 -28.9%
58	PRICE T ROWE GROUP INC COM TROW	TROW	4,974	$448.4k0.21%	0.21%	New
59	ALPHABET INC CAP STK CL C GOOG	GOOG	1,452	$416.5k0.20%	0.20%	Reduced -4.1k	-4,084 -73.8%
60	NEWMONT CORP COM NEM	NEM	3,832	$414.8k0.20%	0.20%	New
61	VERIZON COMMUNICATIONS INC COM VZ	VZ	8,201	$411.7k0.20%	0.20%	Reduced -5.0k	-4,991 -37.8%
62	ABBVIE INC COM ABBV	ABBV	1,808	$393.2k0.19%	0.19%	Reduced -1.5k	-1,544 -46.1%
63	EMCOR GROUP INC COM EME	EME	555	$389.1k0.19%	0.19%	Reduced -4.2k	-4,153 -88.2%
64	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	2,737	$386.5k0.18%	0.18%	Reduced -1.7k	-1,708 -38.4%
65	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	799	$382.9k0.18%	0.18%	Reduced -550	-550 -40.8%
66	WALMART INC COM WMT	WMT	3,076	$382.3k0.18%	0.18%	Reduced -4.2k	-4,185 -57.6%
67	HOME DEPOT INC COM HD	HD	1,147	$377.2k0.18%	0.18%	Reduced -578	-578 -33.5%
68	TRANE TECHNOLOGIES PLC SHS TT	TT	869	$362.1k0.17%	0.17%	New
69	JOHNSON & JOHNSON COM JNJ	JNJ	1,473	$360.1k0.17%	0.17%	Reduced -1.2k	-1,161 -44.1%
70	COSTCO WHSL CORP NEW COM COST	COST	361	$359.7k0.17%	0.17%	Reduced -356	-356 -49.6%
71	PROCTER AND GAMBLE CO COM PG	PG	2,475	$357.5k0.17%	0.17%	Reduced -1.7k	-1,729 -41.1%
72	MORGAN STANLEY COM NEW MS	MS	2,153	$354.3k0.17%	0.17%	Reduced -1.4k	-1,369 -38.9%
73	GOLDMAN SACHS GROUP INC COM GS	GS	418	$353.6k0.17%	0.17%	Reduced -379	-379 -47.5%
74	MODINE MFG CO COM MOD	MOD	1,711	$345.9k0.16%	0.16%	Reduced -881	-881 -34.0%
75	PARKER-HANNIFIN CORP COM PH	PH	382	$342.0k0.16%	0.16%	Reduced -214	-214 -35.9%
76	MICRON TECHNOLOGY INC COM MU	MU	987	$333.4k0.16%	0.16%	New
77	AMERICAN EXPRESS CO COM AXP	AXP	1,078	$326.1k0.16%	0.16%	Reduced -520	-520 -32.5%
78	CAPITAL ONE FINL CORP COM COF	COF	1,786	$325.8k0.15%	0.15%	New
79	DEERE & CO COM DE	DE	575	$323.9k0.15%	0.15%	Reduced -360	-360 -38.5%
80	APPLIED MATLS INC COM AMAT	AMAT	903	$308.6k0.15%	0.15%	New
81	BANK AMERICA CORP COM BAC	BAC	6,278	$306.1k0.15%	0.15%	Reduced -7.2k	-7,236 -53.5%
82	KLA CORP COM NEW KLAC	KLAC	206	$303.3k0.14%	0.14%	New
83	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,056	$300.8k0.14%	0.14%	Reduced -27	-27 -1.3%
84	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,427	$290.3k0.14%	0.14%	New
85	GE VERNOVA INC COM GEV	GEV	332	$289.8k0.14%	0.14%	New
86	MERCK & CO INC COM MRK	MRK	2,367	$284.7k0.14%	0.14%	Reduced -4.0k	-3,988 -62.8%
87	COCA COLA CO COM KO	KO	3,678	$279.7k0.13%	0.13%	Reduced -4.2k	-4,218 -53.4%
88	AMPHENOL CORP CL A APH	APH	2,206	$278.7k0.13%	0.13%	New
89	SERVICENOW INC COM NOW	NOW	2,661	$278.2k0.13%	0.13%	Reduced -1.4k	-1,354 -33.7%
90	PFIZER INC COM PFE	PFE	9,906	$278.2k0.13%	0.13%	New
91	DISNEY WALT CO COM DIS	DIS	2,860	$275.6k0.13%	0.13%	Reduced -1.8k	-1,834 -39.1%
92	NEXTERA ENERGY INC COM NEE	NEE	2,941	$273.2k0.13%	0.13%	Reduced -3.9k	-3,863 -56.8%
93	UNION PAC CORP COM UNP	UNP	1,116	$270.8k0.13%	0.13%	Reduced -786	-786 -41.3%
94	EQUINIX INC COM EQIX	EQIX	274	$268.6k0.13%	0.13%	Reduced -764	-764 -73.6%
95	STRYKER CORPORATION COM SYK	SYK	805	$264.5k0.13%	0.13%	New
96	PHILIP MORRIS INTL INC COM PM	PM	1,596	$263.9k0.13%	0.13%	New
97	CITIGROUP INC COM NEW C	C	2,321	$263.2k0.13%	0.13%	New
98	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,084	$262.8k0.12%	0.12%	Reduced -1.0k	-1,042 -49.0%
99	PALO ALTO NETWORKS INC COM PANW	PANW	1,528	$245.0k0.12%	0.12%	Reduced -393	-393 -20.5%
100	TJX COS INC NEW COM TJX	TJX	1,531	$244.5k0.12%	0.12%	New

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
MAKEMYTRIP LIMITED MAURITIUS MMYT	MMYT	33,305	$2.7m33.3k shares
ALIBABA GROUP HLDG LTD BABA	BABA	17,822	$2.6m17.8k shares
SEA LTD SE	SE	14,387	$1.8m14.4k shares
CEMEX SAB DE CV CX	CX	130,574	$1.5m130.6k shares
HDFC BANK LTD HDB	HDB	37,310	$1.4m37.3k shares
GRAB HOLDINGS LIMITED GRAB	GRAB	265,823	$1.3m265.8k shares
ECOLAB INC ECL	ECL	2,669	$700.7k2.7k shares
PDD HOLDINGS INC PDD	PDD	5,139	$582.7k5.1k shares
CHUBB LIMITED CB	CB	1,617	$504.7k1.6k shares
CONSTELLATION ENERGY CORP CEG	CEG	1,344	$474.8k1.3k shares
WASTE MGMT INC DEL WM	WM	1,840	$404.3k1.8k shares
SHERWIN WILLIAMS CO SHW	SHW	1,159	$375.6k1.2k shares
INSULET CORP PODD	PODD	1,227	$348.8k1.2k shares
AIR PRODS & CHEMS INC APD	APD	1,264	$312.2k1.3k shares
SOUTHERN CO SO	SO	2,527	$220.4k2.5k shares
MERCADOLIBRE INC MELI	MELI	42	$84.6k42 shares
CHENIERE ENERGY INC LNG	LNG	391	$76.0k391 shares
ESSEX PPTY TR INC ESS	ESS	219	$57.3k219 shares
SUN CMNTYS INC SUI	SUI	451	$55.9k451 shares
MID-AMER APT CMNTYS INC MAA	MAA	402	$55.8k402 shares
INVITATION HOMES INC INVH	INVH	1,997	$55.5k2.0k shares
ALEXANDRIA REAL ESTATE EQ IN ARE	ARE	63	$3.1k63 shares