NINEOS Investment Management LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings616 positions
NVIDIA Corp. | 3.6M | $574.8M | 7.1% | $114.64 | +37.48% | 8 qtrssince 2023-Q3 | Increased 81 |
Microsoft Corp. | 1.1M | $552M | 6.8% | $414.04 | +18.96% | 8 qtrssince 2023-Q3 | Increased 82 |
Apple Inc. | 2.2M | $449.8M | 5.6% | $206.30 | -1.03% | 8 qtrssince 2023-Q3 | Increased 80 |
Amazon.com, Inc. | 1.4M | $312.6M | 3.9% | $191.71 | +16.48% | 8 qtrssince 2023-Q3 | Increased 74 |
Broadcom Inc | 920,290 | $253.7M | 3.1% | $182.48 | +49.68% | 8 qtrssince 2023-Q3 | Increased 79 |
Meta Platforms Inc | 323,949 | $239.1M | 3.0% | $540.71 | +35.95% | 8 qtrssince 2023-Q3 | Increased 70 |
VANGUARD RUSSELL 2000 ETF | 2.3M | $204.1M | 2.5% | $85.96 | +0.19% | 5 qtrssince 2024-Q2 | Increased 62 |
Alphabet Inc. | 884,635 | $155.9M | 1.9% | $162.78 | +7.89% | 8 qtrssince 2023-Q3 | Increased 64 |
Tesla Inc | 480,769 | $152.7M | 1.9% | $271.58 | +16.97% | 8 qtrssince 2023-Q3 | Increased 65 |
Netflix, Inc. | 107,727 | $144.3M | 1.8% | $91.41 | +46.50% | 8 qtrssince 2023-Q3 | Increased 67 |
Alphabet Inc. | 762,511 | $135.3M | 1.7% | $163.37 | +8.20% | 8 qtrssince 2023-Q3 | Increased 64 |
Costco Wholesale Corporation | 112,542 | $111.4M | 1.4% | $856.91 | +14.70% | 8 qtrssince 2023-Q3 | Increased 67 |
VANECK BITCOIN ETF | 2.9M | $88.1M | 1.1% | $27.63 | +9.40% | 3 qtrssince 2024-Q4 | Increased 76 |
Palantir Technologies Inc | 572,570 | $78.1M | 1.0% | $99.14 | +31.88% | 3 qtrssince 2024-Q4 | Increased 61 |
Berkshire Hathaway Inc. | 145,753 | $70.8M | 0.9% | $445.02 | +9.16% | 8 qtrssince 2023-Q3 | Increased 51 |
Cisco Systems, Inc. | 1M | $70.4M | 0.9% | $57.67 | +17.16% | 8 qtrssince 2023-Q3 | Increased 59 |
JPMorgan Chase & Co. | 228,111 | $66.1M | 0.8% | $211.48 | +33.87% | 8 qtrssince 2023-Q3 | Increased 50 |
Linde PLC | 130,774 | $61.4M | 0.8% | $446.34 | +3.20% | 8 qtrssince 2023-Q3 | Increased 52 |
ADVANCED MICRO DEVICES INC | 418,034 | $59.3M | 0.7% | $132.55 | +7.05% | 8 qtrssince 2023-Q3 | Increased 60 |
Eli Lilly & Co. | 74,989 | $58.5M | 0.7% | $762.76 | +1.34% | 8 qtrssince 2023-Q3 | Increased 47 |
NEOS Investment Management LLC manages $8.1B across 616 positions as of Q2 2025. Top holdings: NVDA (7.1%), MSFT (6.8%), AAPL (5.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 29 new positions, 10 exits, 519 increased. Top move: MSFT (INCREASED, conviction 82). Portfolio: $8.1B across 616 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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