NINEOS Investment Management LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings578 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 9.2M | $1.8B | 6.8% | $164.02 | +27.82% | 12 qtrssince 2023-Q3 | Increased 68 |
APPLE INC | 5.5M | $1.6B | 5.9% | $240.56 | +30.30% | 12 qtrssince 2023-Q3 | Increased 67 |
MICROSOFT CORP | 2.8M | $1.1B | 3.9% | $434.39 | +14.27% | 12 qtrssince 2023-Q3 | Increased 65 |
VANGUARD RUSSELL 2000 ETF | 8.5M | $1B | 3.8% | $101.88 | +18.61% | 9 qtrssince 2024-Q2 | Increased 73 |
MICRON TECHNOLOGY INC | 848,739 | $979.7M | 3.6% | $287.27 | +226.66% | 12 qtrssince 2023-Q3 | Increased 64 |
AMAZON.COM INC | 3.9M | $937.4M | 3.5% | $212.55 | +22.46% | 12 qtrssince 2023-Q3 | Increased 65 |
ALPHABET INC-CL A | 2.2M | $798.7M | 2.9% | $244.01 | +40.16% | 12 qtrssince 2023-Q3 | Increased 61 |
ADVANCED MICRO DEVICES | 1.2M | $718.8M | 2.6% | $205.64 | +133.87% | 12 qtrssince 2023-Q3 | Increased 60 |
ALPHABET INC-CL C | 2M | $693.8M | 2.6% | $244.84 | +38.50% | 12 qtrssince 2023-Q3 | Increased 61 |
BROADCOM INC | 1.8M | $678.8M | 2.5% | $269.64 | +31.87% | 12 qtrssince 2023-Q3 | Increased 60 |
TESLA INC | 1.6M | $652.9M | 2.4% | $380.08 | -9.01% | 12 qtrssince 2023-Q3 | Increased 60 |
META PLATFORMS INC-CLASS A | 1M | $563.4M | 2.1% | $626.24 | -8.00% | 12 qtrssince 2023-Q3 | Increased 60 |
INTEL CORP | 3.7M | $516.2M | 1.9% | $46.31 | +90.53% | 12 qtrssince 2023-Q3 | Increased 56 |
APPLIED MATERIALS INC | 605,023 | $437.4M | 1.6% | $272.76 | +75.89% | 12 qtrssince 2023-Q3 | Increased 54 |
LAM RESEARCH CORP COM NEW | 951,247 | $412.2M | 1.5% | $162.67 | +92.35% | 12 qtrssince 2023-Q3 | Increased 54 |
WALMART INC | 3.6M | $404.8M | 1.5% | $117.04 | -10.85% | 12 qtrssince 2023-Q3 | Increased 53 |
CISCO SYSTEMS INC | 2.9M | $346.1M | 1.3% | $70.90 | +58.48% | 12 qtrssince 2023-Q3 | Increased 53 |
COSTCO WHOLESALE CORP | 330,824 | $309.5M | 1.1% | $904.31 | +5.73% | 12 qtrssince 2023-Q3 | Increased 53 |
KLA CORP | 979,371 | $295.5M | 1.1% | $283.72 | -35.21% | 12 qtrssince 2023-Q3 | Increased 79 |
SANDISK CORP | 109,085 | $248M | 0.9% | $1,886.38 | -20.52% | 3 qtrssince 2025-Q4 | Increased 70 |
NEOS Investment Management LLC manages $27.1B across 578 positions as of Q2 2026. Top holdings: NVDA (6.8%), AAPL (5.9%), MSFT (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 16 new positions, 13 exits, 532 increased. Top move: KLAC (INCREASED, conviction 79). Portfolio: $27.1B across 578 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR