NINEOS Investment Management LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings628 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 5.5M | $1B | 7.7% | $148.03 | +22.84% | 9 qtrssince 2023-Q3 | Increased 86 |
MICROSOFT CORP | 1.7M | $863.4M | 6.5% | $449.32 | +14.31% | 9 qtrssince 2023-Q3 | Increased 86 |
APPLE INC | 3.3M | $849.7M | 6.4% | $222.55 | +13.99% | 9 qtrssince 2023-Q3 | Increased 86 |
AMAZON.COM INC | 2.3M | $502.7M | 3.8% | $203.21 | +9.33% | 9 qtrssince 2023-Q3 | Increased 83 |
BROADCOM INC | 1.4M | $471.1M | 3.5% | $247.87 | +32.36% | 9 qtrssince 2023-Q3 | Increased 81 |
META PLATFORMS INC-CLASS A | 492,848 | $361.9M | 2.7% | $609.80 | +21.81% | 9 qtrssince 2023-Q3 | Increased 74 |
VANGUARD RUSSELL 2000 ETF | 3.5M | $343.2M | 2.6% | $89.98 | +8.12% | 6 qtrssince 2024-Q2 | Increased 74 |
TESLA INC | 746,585 | $332M | 2.5% | $334.85 | +32.36% | 9 qtrssince 2023-Q3 | Increased 75 |
ALPHABET INC-CL A | 1.3M | $319.1M | 2.4% | $189.90 | +28.43% | 9 qtrssince 2023-Q3 | Increased 73 |
ALPHABET INC-CL C | 1.1M | $279.5M | 2.1% | $190.89 | +27.93% | 9 qtrssince 2023-Q3 | Increased 73 |
NETFLIX INC | 177,297 | $212.6M | 1.6% | $102.57 | +17.61% | 9 qtrssince 2023-Q3 | Increased 70 |
VANECK BITCOIN ETF | 6M | $195.3M | 1.5% | $29.95 | +8.03% | 4 qtrssince 2024-Q4 | Increased 78 |
PALANTIR TECHNOLOGIES INC-A | 944,367 | $172.3M | 1.3% | $130.52 | +37.03% | 4 qtrssince 2024-Q4 | Increased 70 |
COSTCO WHOLESALE CORP | 184,510 | $170.8M | 1.3% | $881.62 | +4.38% | 9 qtrssince 2023-Q3 | Increased 70 |
CISCO SYSTEMS INC | 1.7M | $113.5M | 0.8% | $61.31 | +9.34% | 9 qtrssince 2023-Q3 | Increased 62 |
ADVANCED MICRO DEVICES | 694,388 | $112.3M | 0.8% | $144.19 | +12.21% | 9 qtrssince 2023-Q3 | Increased 62 |
BERKSHIRE HATHAWAY INC-CL B | 202,117 | $101.6M | 0.8% | $459.12 | +8.74% | 9 qtrssince 2023-Q3 | Increased 56 |
LINDE PLC | 207,110 | $98.4M | 0.7% | $456.81 | +3.92% | 9 qtrssince 2023-Q3 | Increased 60 |
JPMORGAN CHASE & CO | 307,760 | $97.1M | 0.7% | $238.50 | +31.13% | 9 qtrssince 2023-Q3 | Increased 55 |
T-MOBILE US INC | 391,092 | $93.6M | 0.7% | $219.50 | +7.88% | 9 qtrssince 2023-Q3 | Increased 61 |
NEOS Investment Management LLC manages $13.4B across 628 positions as of Q3 2025. Top holdings: NVDA (7.7%), MSFT (6.5%), AAPL (6.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 37 new positions, 25 exits, 548 increased. Top move: NVDA (INCREASED, conviction 86). Portfolio: $13.4B across 628 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