NINEOS Investment Management LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings569 positions
Microsoft Corp. | 384,620 | $171.9M | 7.1% | $366.03 | +19.99% | 4 qtrssince 2023-Q3 | Increased 78 |
Apple Inc. | 764,256 | $161M | 6.6% | $180.18 | +15.79% | 4 qtrssince 2023-Q3 | Increased 77 |
NVIDIA Corp. | 1.3M | $157.4M | 6.5% | $74.73 | +64.86% | 4 qtrssince 2023-Q3 | Increased 95 |
Amazon.com, Inc. | 489,412 | $94.6M | 3.9% | $155.80 | +24.03% | 4 qtrssince 2023-Q3 | Increased 71 |
Meta Platforms Inc | 137,595 | $69.4M | 2.9% | $386.16 | +29.60% | 4 qtrssince 2023-Q3 | Increased 67 |
Broadcom Inc | 35,602 | $57.2M | 2.4% | $109.92 | +43.10% | 4 qtrssince 2023-Q3 | Increased 66 |
Alphabet Inc. | 304,534 | $55.5M | 2.3% | $147.55 | +22.43% | 4 qtrssince 2023-Q3 | Increased 66 |
Alphabet Inc. | 267,378 | $49M | 2.0% | $148.12 | +22.81% | 4 qtrssince 2023-Q3 | Increased 65 |
Tesla Inc | 190,305 | $37.7M | 1.6% | $222.03 | -10.88% | 4 qtrssince 2023-Q3 | Increased 62 |
Costco Wholesale Corporation | 36,700 | $31.2M | 1.3% | $660.09 | +27.19% | 4 qtrssince 2023-Q3 | Increased 62 |
Eli Lilly & Co. | 34,238 | $31M | 1.3% | $720.17 | +23.81% | 4 qtrssince 2023-Q3 | Increased 61 |
Berkshire Hathaway Inc. | 61,365 | $25M | 1.0% | $388.44 | +4.73% | 4 qtrssince 2023-Q3 | Increased 58 |
Netflix, Inc. | 35,753 | $24.1M | 1.0% | $49.83 | +35.43% | 4 qtrssince 2023-Q3 | Increased 54 |
ADVANCED MICRO DEVICES INC | 132,992 | $21.6M | 0.9% | $132.32 | +22.59% | 4 qtrssince 2023-Q3 | Increased 54 |
Adobe Inc | 37,218 | $20.7M | 0.9% | $526.09 | +5.60% | 4 qtrssince 2023-Q3 | Increased 54 |
Linde PLC | 45,184 | $19.8M | 0.8% | $430.35 | +0.01% | 4 qtrssince 2023-Q3 | Increased 57 |
JPMorgan Chase & Co. | 97,290 | $19.7M | 0.8% | $168.61 | +14.49% | 4 qtrssince 2023-Q3 | Increased 51 |
Amgen Inc. | 62,207 | $19.4M | 0.8% | $265.50 | +10.04% | 4 qtrssince 2023-Q3 | Increased 56 |
PEPSICO INC | 115,096 | $19M | 0.8% | $152.82 | -0.89% | 4 qtrssince 2023-Q3 | Increased 54 |
QUALCOMM INC | 92,145 | $18.4M | 0.8% | $137.06 | +38.51% | 4 qtrssince 2023-Q3 | Increased 53 |
NEOS Investment Management LLC manages $2.4B across 569 positions as of Q2 2024. Top holdings: MSFT (7.1%), AAPL (6.6%), NVDA (6.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 24 new positions, 21 exits, 504 increased. Top move: NVDA (INCREASED, conviction 95). Portfolio: $2.4B across 569 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR