NINEOS Investment Management LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings650 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 7M | $1.3B | 7.6% | $156.71 | +19.67% | 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% | $457.80 | +6.48% | 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-CL A | 1.7M | $525.1M | 3.0% | $216.86 | +44.72% | 10 qtrssince 2023-Q3 | Increased 72 |
META PLATFORMS INC-CLASS A | 735,656 | $485.6M | 2.8% | $628.33 | +5.99% | 10 qtrssince 2023-Q3 | Increased 74 |
TESLA INC | 1.1M | $477.3M | 2.8% | $370.31 | +22.72% | 10 qtrssince 2023-Q3 | Increased 72 |
BROADCOM INC | 1.3M | $466.7M | 2.7% | $246.98 | +41.65% | 10 qtrssince 2023-Q3 | Decreased 0 |
ALPHABET INC-CL C | 1.5M | $462.5M | 2.7% | $218.29 | +44.10% | 10 qtrssince 2023-Q3 | Increased 67 |
VANGUARD RUSSELL 2000 ETF | 4.5M | $449.4M | 2.6% | $92.27 | +8.65% | 7 qtrssince 2024-Q2 | Increased 67 |
PALANTIR TECHNOLOGIES INC-A | 1.3M | $226.2M | 1.3% | $143.49 | +26.03% | 5 qtrssince 2024-Q4 | Increased 62 |
NETFLIX INC | 2.3M | $215.6M | 1.2% | $94.46 | -0.72% | 10 qtrssince 2023-Q3 | Increased 78 |
COSTCO WHOLESALE CORP | 239,906 | $206.9M | 1.2% | $876.29 | -2.02% | 10 qtrssince 2023-Q3 | Increased 61 |
ADVANCED MICRO DEVICES | 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% | $162.42 | +80.17% | 10 qtrssince 2023-Q3 | Increased 60 |
CISCO SYSTEMS INC | 2.1M | $164.3M | 1.0% | $64.89 | +18.66% | 10 qtrssince 2023-Q3 | Increased 54 |
VANECK BITCOIN ETF | 5.4M | $133.7M | 0.8% | $29.95 | -17.04% | 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-CL B | 241,712 | $121.5M | 0.7% | $466.42 | +7.99% | 10 qtrssince 2023-Q3 | Increased 50 |
LAM RESEARCH CORP COM NEW | 700,900 | $120M | 0.7% | $116.31 | +49.41% | 10 qtrssince 2023-Q3 | 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 Rating: 3.5/5.0.
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
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