Eurizon SLJ Capital Ltd

LONDON, X0 · CIK 2107309 · 13F filing filed 2026-08-03

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.

$271.2m reported value +28.9% vs Q1 2026

172positions

47.6%in top 10

12 new 17 added 34 reduced 7 sold out vs Q1 2026

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, Q2 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	APPLIED MATLS INC COM AMAT	AMAT	27,775	$20.1m7.41%	7.41%	Added +26.9k	+26,872 2975.9%
2	LAM RESEARCH CORP COM NEW LRCX	LRCX	42,462	$18.4m6.79%	6.79%	Reduced -4.5k	-4,547 -9.7%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	34,845	$12.5m4.59%	4.59%	Reduced -5.2k	-5,230 -13.1%
4	NVIDIA CORPORATION COM NVDA	NVDA	62,174	$12.4m4.59%	4.59%	Reduced -8.6k	-8,559 -12.1%
5	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	24,891	$11.9m4.38%	4.38%	Added +17.3k	+17,302 228.0%
6	MICROSOFT CORP COM MSFT	MSFT	30,876	$11.5m4.25%	4.25%	Added +3.1k	+3,097 11.2%
7	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	22,969	$11.4m4.21%	4.21%	Added +1.4k	+1,446 6.7%
8	VISA INC COM CL A V	V	32,595	$11.2m4.12%	4.12%	Reduced -1.6k	-1,612 -4.7%
9	AGILENT TECHNOLOGIES INC COM A	A	76,249	$10.1m3.74%	3.74%	New
10	TJX COS INC NEW COM TJX	TJX	63,106	$9.6m3.53%	3.53%	Added +61.6k	+61,575 4021.9%
11	NETFLIX INC COM NFLX	NFLX	112,680	$8.0m2.97%	2.97%	Reduced -19.4k	-19,431 -14.7%
12	CME GROUP INC COM CME	CME	35,435	$7.8m2.89%	2.89%	Added +156	+156 0.4%
13	EMBRAER S.A. SPONSORED ADS EMBJ	EMBJ	99,643	$6.4m2.34%	2.34%	Added +70.9k	+70,886 246.5%
14	ARISTA NETWORKS INC COM SHS ANET	ANET	36,972	$6.3m2.32%	2.32%	Reduced -12.0k	-11,961 -24.4%
15	FORTINET INC COM FTNT	FTNT	34,990	$5.4m1.98%	1.98%	Added +13.2k	+13,218 60.7%
16	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	23,700	$5.3m1.96%	1.96%	Reduced -11.8k	-11,844 -33.3%
17	MEDPACE HLDGS INC COM MEDP	MEDP	9,448	$5.0m1.85%	1.85%	Reduced -2.2k	-2,232 -19.1%
18	PAYPAL HLDGS INC COM PYPL	PYPL	111,184	$4.8m1.77%	1.77%	New
19	INFOSYS LTD SPONSORED ADR INFY	INFY	381,803	$4.0m1.48%	1.48%	Reduced -109.2k	-109,235 -22.2%
20	GRAINGER W W INC COM GWW	GWW	2,877	$3.9m1.44%	1.44%	Reduced -1.3k	-1,299 -31.1%
21	COMFORT SYS USA INC COM FIX	FIX	1,957	$3.9m1.43%	1.43%	New
22	ADOBE INC COM ADBE	ADBE	18,264	$3.7m1.38%	1.38%	Reduced -8.6k	-8,637 -32.1%
23	APPLE INC COM AAPL	AAPL	11,011	$3.2m1.17%	1.17%	Unchanged
24	CINTAS CORP COM CTAS	CTAS	17,300	$2.9m1.09%	1.09%	Reduced -11.8k	-11,843 -40.6%
25	TERADYNE INC COM TER	TER	5,788	$2.8m1.03%	1.03%	Reduced -2.0k	-2,018 -25.9%
26	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	20,786	$2.6m0.95%	0.95%	Reduced -7.2k	-7,192 -25.7%
27	CBOE GLOBAL MKTS INC COM CBOE	CBOE	10,543	$2.6m0.94%	0.94%	Reduced -1.0k	-1,025 -8.9%
28	SEA LTD SPONSORD ADS SE	SE	24,049	$2.3m0.85%	0.85%	New
29	IDEXX LABS INC COM IDXX	IDXX	3,720	$2.0m0.72%	0.72%	Reduced -2.9k	-2,920 -44.0%
30	AMERIPRISE FINL INC COM AMP	AMP	4,115	$1.9m0.70%	0.70%	New
31	AMAZON COM INC COM AMZN	AMZN	7,633	$1.8m0.67%	0.67%	Unchanged
32	WILLIAMS SONOMA INC COM WSM	WSM	7,784	$1.8m0.67%	0.67%	Reduced -4.2k	-4,200 -35.0%
33	GARMIN LTD SHS GRMN	GRMN	6,115	$1.5m0.54%	0.54%	Reduced -1.7k	-1,676 -21.5%
34	EXXON MOBIL CORP COM XOM	XOM	10,178	$1.4m0.51%	0.51%	Unchanged
35	NU HLDGS LTD ORD SHS CL A NU	NU	103,243	$1.4m0.51%	0.51%	Added +946	+946 0.9%
36	AUTODESK INC COM ADSK	ADSK	7,080	$1.4m0.51%	0.51%	New
37	BROADCOM INC COM AVGO	AVGO	3,513	$1.3m0.49%	0.49%	Unchanged
38	MICRON TECHNOLOGY INC COM MU	MU	987	$1.1m0.42%	0.42%	Unchanged
39	F5 INC COM FFIV	FFIV	2,551	$1.1m0.39%	0.39%	Reduced -1.8k	-1,750 -40.7%
40	NEWMONT CORP COM NEM	NEM	11,206	$1.0m0.39%	0.39%	Added +7.4k	+7,374 192.4%
41	CHEVRON CORP NEW COM CVX	CVX	5,987	$992.4k0.37%	0.37%	Unchanged
42	TESLA INC COM TSLA	TSLA	2,300	$967.4k0.36%	0.36%	Unchanged
43	GRACO INC COM GGG	GGG	12,548	$948.8k0.35%	0.35%	Unchanged
44	META PLATFORMS INC CL A META	META	1,632	$919.3k0.34%	0.34%	Unchanged
45	AVALONBAY CMNTYS INC COM AVB	AVB	4,846	$914.4k0.34%	0.34%	Unchanged
46	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,427	$829.0k0.31%	0.31%	Unchanged
47	CATERPILLAR INC COM CAT	CAT	747	$795.5k0.29%	0.29%	Unchanged
48	DECKERS OUTDOOR CORP COM DECK	DECK	7,897	$784.1k0.29%	0.29%	Reduced -7.9k	-7,949 -50.2%
49	PROLOGIS INC. COM PLD	PLD	5,731	$776.4k0.29%	0.29%	Unchanged
50	ELI LILLY & CO COM LLY	LLY	636	$762.8k0.28%	0.28%	Reduced -382	-382 -37.5%
51	WELLTOWER INC COM WELL	WELL	3,297	$748.3k0.28%	0.28%	Unchanged
52	ROLLINS INC COM ROL	ROL	16,089	$671.6k0.25%	0.25%	New
53	RTX CORPORATION COM RTX	RTX	3,523	$668.4k0.25%	0.25%	Unchanged
54	CISCO SYS INC COM CSCO	CSCO	5,583	$655.8k0.24%	0.24%	Reduced -4.6k	-4,621 -45.3%
55	EATON CORP PLC SHS ETN	ETN	1,518	$646.9k0.24%	0.24%	Added +23	+23 1.5%
56	XP INC CL A XP	XP	39,449	$641.4k0.24%	0.24%	Added +9.0k	+8,964 29.4%
57	JPMORGAN CHASE & CO COM JPM	JPM	1,922	$629.1k0.23%	0.23%	Unchanged
58	INTEL CORP COM INTC	INTC	4,486	$626.4k0.23%	0.23%	Unchanged
59	KLA CORP COM NEW KLAC	KLAC	2,060	$621.5k0.23%	0.23%	Unchanged
60	JOHNSON CTLS INTL PLC SHS JCI	JCI	4,053	$592.2k0.22%	0.22%	Added +2.2k	+2,172 115.5%
61	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	1,748	$577.6k0.21%	0.21%	Unchanged
62	ULTA BEAUTY INC COM ULTA	ULTA	1,278	$576.4k0.21%	0.21%	New
63	LINDE PLC SHS LIN	LIN	1,109	$575.5k0.21%	0.21%	Unchanged
64	PRICE T ROWE GROUP INC COM TROW	TROW	4,974	$565.5k0.21%	0.21%	Unchanged
65	PALO ALTO NETWORKS INC COM PANW	PANW	1,528	$521.1k0.19%	0.19%	Unchanged
66	ALPHABET INC CAP STK CL C GOOG	GOOG	1,452	$513.0k0.19%	0.19%	Unchanged
67	MASTERCARD INCORPORATED CL A MA	MA	958	$492.0k0.18%	0.18%	Unchanged
68	MODINE MFG CO COM MOD	MOD	1,711	$456.9k0.17%	0.17%	Unchanged
69	ABBVIE INC COM ABBV	ABBV	1,808	$455.0k0.17%	0.17%	Unchanged
70	MORGAN STANLEY COM NEW MS	MS	2,153	$450.1k0.17%	0.17%	Unchanged
71	IAMGOLD CORP COM IAG	IAG	28,194	$446.6k0.16%	0.16%	New
72	TRANE TECHNOLOGIES PLC SHS TT	TT	869	$426.8k0.16%	0.16%	Unchanged
73	GOLDMAN SACHS GROUP INC COM GS	GS	418	$422.8k0.16%	0.16%	Unchanged
74	KINROSS GOLD CORP COM KGC	KGC	17,845	$421.5k0.16%	0.16%	New
75	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	531	$405.2k0.15%	0.15%	Unchanged
76	HOME DEPOT INC COM HD	HD	1,147	$404.5k0.15%	0.15%	Unchanged
77	CIRRUS LOGIC INC COM CRUS	CRUS	2,693	$400.0k0.15%	0.15%	Reduced -2.2k	-2,233 -45.3%
78	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	799	$399.8k0.15%	0.15%	Unchanged
79	GE VERNOVA INC COM GEV	GEV	332	$390.1k0.14%	0.14%	Unchanged
80	AMPHENOL CORP CL A APH	APH	2,206	$389.0k0.14%	0.14%	Unchanged
81	JOHNSON & JOHNSON COM JNJ	JNJ	1,473	$374.1k0.14%	0.14%	Unchanged
82	PARKER-HANNIFIN CORP COM PH	PH	382	$373.6k0.14%	0.14%	Unchanged
83	DEERE & CO COM DE	DE	575	$364.7k0.13%	0.13%	Unchanged
84	AMERICAN EXPRESS CO COM AXP	AXP	1,078	$364.6k0.13%	0.13%	Unchanged
85	PROCTER AND GAMBLE CO COM PG	PG	2,475	$362.9k0.13%	0.13%	Unchanged
86	UNITEDHEALTH GROUP INC COM UNH	UNH	870	$361.6k0.13%	0.13%	Unchanged
87	CAPITAL ONE FINL CORP COM COF	COF	1,786	$358.3k0.13%	0.13%	Unchanged
88	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	2,723	$357.9k0.13%	0.13%	Reduced -14	-14 -0.5%
89	BANK AMERICA CORP COM BAC	BAC	6,278	$357.7k0.13%	0.13%	Unchanged
90	QUANTA SVCS INC COM PWR	PWR	488	$351.4k0.13%	0.13%	Added +218	+218 80.7%
91	WALMART INC COM WMT	WMT	3,076	$348.4k0.13%	0.13%	Unchanged
92	VERIZON COMMUNICATIONS INC COM VZ	VZ	8,201	$347.2k0.13%	0.13%	Unchanged
93	HUBBELL INC COM HUBB	HUBB	654	$342.2k0.13%	0.13%	Added +423	+423 183.1%
94	COSTCO WHSL CORP NEW COM COST	COST	361	$337.7k0.12%	0.12%	Unchanged
95	NVENT ELECTRIC PLC SHS NVT	NVT	1,934	$328.0k0.12%	0.12%	Added +1.0k	+1,044 117.3%
96	CITIGROUP INC COM NEW C	C	2,321	$324.8k0.12%	0.12%	Unchanged
97	CELESTICA INC COM CLS	CLS	882	$321.8k0.12%	0.12%	Reduced -1.0k	-1,045 -54.2%
98	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,084	$304.8k0.11%	0.11%	Unchanged
99	MERCK & CO INC COM MRK	MRK	2,367	$304.2k0.11%	0.11%	Unchanged
100	UNION PAC CORP COM UNP	UNP	1,116	$303.6k0.11%	0.11%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CHIPOTLE MEXICAN GRILL INC CMG	CMG	94,510	$2.9m94.5k shares
TOAST INC TOST	TOST	60,407	$1.6m60.4k shares
LULULEMON ATHLETICA INC LULU	LULU	5,633	$821.5k5.6k shares
PAGSEGURO DIGITAL LTD PAGS	PAGS	55,194	$535.9k55.2k shares
EXLSERVICE HOLDINGS INC EXLS	EXLS	16,444	$502.5k16.4k shares
PAYLOCITY HLDG CORP PCTY	PCTY	1,793	$194.8k1.8k shares
APTIV PLC APTV	APTV	1,183	$80.0k1.2k shares