NINEOS Investment Management LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings650 positions
NVIDIA CORPORATION | 7M | $1.3B | 7.6% | $149.22 | +24.69% | 10 qtrssince 2023-Q3 | Increased 77 |
APPLE INC | 4.3M | $1.2B | 6.7% | $233.30 | +16.21% | 10 qtrssince 2023-Q3 | Increased 77 |
MICROSOFT CORP | 2.1M | $1B | 6.0% | $454.75 | +5.68% | 10 qtrssince 2023-Q3 | Increased 78 |
AMAZON COM INC | 3M | $686.3M | 4.0% | $209.95 | +10.75% | 10 qtrssince 2023-Q3 | Increased 73 |
ALPHABET INC | 1.7M | $525.1M | 3.0% | $215.66 | +44.86% | 10 qtrssince 2023-Q3 | Increased 72 |
META PLATFORMS INC | 735,656 | $485.6M | 2.8% | $623.45 | +5.61% | 10 qtrssince 2023-Q3 | Increased 74 |
TESLA INC | 1.1M | $477.3M | 2.8% | $367.77 | +22.28% | 10 qtrssince 2023-Q3 | Increased 72 |
BROADCOM INC | 1.3M | $466.7M | 2.7% | $234.03 | +47.07% | 10 qtrssince 2023-Q3 | Decreased 0 |
ALPHABET INC | 1.5M | $462.5M | 2.7% | $217.34 | +44.10% | 10 qtrssince 2023-Q3 | Increased 67 |
VANGUARD SCOTTSDALE FDS | 4.5M | $449.4M | 2.6% | $91.71 | +7.96% | 7 qtrssince 2024-Q2 | Increased 67 |
PALANTIR TECHNOLOGIES INC | 1.3M | $226.2M | 1.3% | $143.49 | +26.03% | 5 qtrssince 2024-Q4 | Increased 62 |
NETFLIX INC. | 2.3M | $215.6M | 1.2% | $100.56 | -6.76% | 10 qtrssince 2023-Q3 | Increased 78 |
COSTCO WHOLESALE CORPORATION | 239,906 | $206.9M | 1.2% | $876.29 | -2.02% | 10 qtrssince 2023-Q3 | Increased 61 |
ADVANCED MICRO DEVICES INC | 878,140 | $188.1M | 1.1% | $158.83 | +34.84% | 10 qtrssince 2023-Q3 | Increased 59 |
MICRON TECHNOLOGY INC | 605,941 | $172.9M | 1.0% | $161.11 | +77.05% | 10 qtrssince 2023-Q3 | Increased 60 |
CISCO SYS INC | 2.1M | $164.3M | 1.0% | $64.62 | +17.50% | 10 qtrssince 2023-Q3 | Increased 54 |
VANECK BITCOIN ETF | 5.4M | $133.7M | 0.8% | $30.09 | -17.81% | 5 qtrssince 2024-Q4 | Decreased 0 |
ELI LILLY & CO | 116,580 | $125.3M | 0.7% | $797.35 | +34.13% | 10 qtrssince 2023-Q3 | Increased 48 |
BERKSHIRE HATHAWAY INC DEL | 241,712 | $121.5M | 0.7% | $467.92 | +7.42% | 10 qtrssince 2023-Q3 | Increased 50 |
LAM RESEARCH CORP | 700,900 | $120M | 0.7% | $116.18 | +46.90% | 5 qtrssince 2024-Q4 | Increased 53 |
NEOS Investment Management LLC manages $17.3B across 650 positions as of Q4 2025. Top holdings: NVDA (7.6%), AAPL (6.7%), MSFT (6.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 42 new positions, 20 exits, 541 increased. Top move: MSFT (INCREASED, conviction 78). Portfolio: $17.3B across 650 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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