NINEOS Investment Management LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings616 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.6M | $574.8M | 7.1% | $130.72 | +20.66% | 8 qtrssince 2023-Q3 | Increased 81 |
MICROSOFT CORP | 1.1M | $552M | 6.8% | $417.03 | +18.51% | 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% | $203.62 | +34.39% | 8 qtrssince 2023-Q3 | Increased 79 |
META PLATFORMS INC-CLASS A | 323,949 | $239.1M | 3.0% | $540.46 | +35.54% | 8 qtrssince 2023-Q3 | Increased 70 |
VANGUARD RUSSELL 2000 ETF | 2.3M | $204.1M | 2.5% | $86.33 | +0.11% | 5 qtrssince 2024-Q2 | Increased 62 |
ALPHABET INC-CL A | 884,635 | $155.9M | 1.9% | $163.77 | +8.84% | 8 qtrssince 2023-Q3 | Increased 64 |
TESLA INC | 480,769 | $152.7M | 1.9% | $274.93 | +17.71% | 8 qtrssince 2023-Q3 | Increased 65 |
NETFLIX INC | 107,727 | $144.3M | 1.8% | $90.91 | +45.55% | 8 qtrssince 2023-Q3 | Increased 67 |
ALPHABET INC-CL C | 762,511 | $135.3M | 1.7% | $163.98 | +8.54% | 8 qtrssince 2023-Q3 | Increased 64 |
COSTCO WHOLESALE CORP | 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% | $27.34 | +10.57% | 3 qtrssince 2024-Q4 | Increased 76 |
PALANTIR TECHNOLOGIES INC-A | 572,570 | $78.1M | 1.0% | $99.14 | +31.88% | 3 qtrssince 2024-Q4 | Increased 61 |
BERKSHIRE HATHAWAY INC-CL B | 145,753 | $70.8M | 0.9% | $443.60 | +9.49% | 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% | $212.57 | +33.17% | 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 | 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 Rating: 3.5/5.0.
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
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