Neos Investment Management LLC Portfolio Holdings

Neos Investment Management LLC

  • $8.08 Trillion
  • Q2 2025

Neos Investment Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.08 Trillion distributed in 1090 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $575B, Microsoft Corp with a value of $552B, Apple Inc. with a value of $450B, Amazon Com Inc with a value of $313B, and Broadcom Inc. with a value of $254B.

Examining the 13F form we can see an increase of $2.81T in the current position value, from $5.27T to 8.08T.

Neos Investment Management LLC is based out at Westport, CT

Below you can find more details about Neos Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.08 Trillion
Technology: $1.81 Trillion
Communication Services: $890 Billion
Consumer Cyclical: $801 Billion
Healthcare: $637 Billion
Financial Services: $593 Billion
Industrials: $589 Billion
ETFs: $430 Billion
Consumer Defensive: $391 Billion
Other: $541 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Cg Oncology Inc
-
$1.2 Billion 0.01% of portfolio
-
Q2 2025 Added 61.05%
$16.5B
$839 Million 0.01% of portfolio
9,118
Q2 2025 Added 24.41%
$8.95B
$613 Million 0.01% of portfolio
9,116
Q2 2025 Added 24.42%
Ascentage Pharma Group Intl
-
$610 Million 0.01% of portfolio
-
Q2 2025 New
$48.5B
$636 Million 0.01% of portfolio
611
Q4 2024 Reduced 0.65%
$6.16B
$541 Million 0.01% of portfolio
41,909
Q2 2025 Added 27.04%
$9.82B
$819 Million 0.01% of portfolio
33,444
Q2 2025 Added 27.11%
$9.57B
$628 Million 0.01% of portfolio
39,853
Q2 2025 Added 22.78%
$5.85B
$1.11 Billion 0.01% of portfolio
28,161
Q2 2025 Added 12.01%
$15B
$656 Million 0.01% of portfolio
9,121
Q2 2025 Added 24.4%
$9.44B
$492 Million 0.01% of portfolio
13,422
Q2 2025 Added 120.94%
Jacobs Solutions Inc
-
$1.15 Billion 0.01% of portfolio
-
Q2 2025 Added 25.47%
$1.01B
$1.16 Billion 0.01% of portfolio
50,065
Q2 2025 Added 8.99%
$18.2B
$621 Million 0.01% of portfolio
9,117
Q2 2025 Reduced 26.3%
$120M
$1.07 Billion 0.01% of portfolio
115,431
Q2 2025 New
$1.4B
$697 Million 0.01% of portfolio
22,206
Q2 2025 Added 43.93%
$10.8B
$653 Million 0.01% of portfolio
8,842
Q2 2025 Added 25.26%
$17B
$1.12 Billion 0.01% of portfolio
17,252
Q2 2025 Added 26.06%
$15.7B
$759 Million 0.01% of portfolio
25,106
Q2 2025 Added 27.07%
$2.65B
$641 Million 0.01% of portfolio
42,565
Q2 2025 New
$13.8B
$576 Million 0.01% of portfolio
3,959
Q2 2025 New
$15.3B
$461 Million 0.01% of portfolio
4,835
Q2 2025 Added 37.63%
$17.5B
$936 Million 0.01% of portfolio
9,116
Q2 2025 Added 24.42%
$13.6B
$575 Million 0.01% of portfolio
2,247
Q2 2025 Added 119.86%
$13B
$1.01 Billion 0.01% of portfolio
25,399
Q2 2025 Added 26.68%
$472M
$924 Million 0.01% of portfolio
81,112
Q2 2025 Added 37.14%
$10.8B
$935 Million 0.01% of portfolio
25,636
Q2 2025 Added 26.37%
$6.14B
$545 Million 0.01% of portfolio
1,801
Q2 2025 Reduced 20.94%
$16.1B
$1.11 Billion 0.01% of portfolio
17,177
Q2 2025 Added 26.2%
$7.89B
$664 Million 0.01% of portfolio
3,949
Q2 2025 Reduced 13.08%
$10.2B
$438 Million 0.01% of portfolio
9,117
Q2 2025 Added 24.41%
$10B
$701 Million 0.01% of portfolio
25,404
Q2 2025 Added 26.71%
$2.38B
$506 Million 0.01% of portfolio
9,947
Q2 2025 Reduced 12.99%
$10.3B
$720 Million 0.01% of portfolio
23,323
Q2 2025 Added 19.63%
$16.4B
$999 Million 0.01% of portfolio
17,262
Q2 2025 Added 26.09%
$22.5B
$836 Million 0.01% of portfolio
9,119
Q2 2025 Added 24.41%
$8.14B
$639 Million 0.01% of portfolio
17,261
Q2 2025 Added 26.09%
$10.2B
$503 Million 0.01% of portfolio
4,144
Q2 2025 Added 118.68%
$10.2B
$803 Million 0.01% of portfolio
39,608
Q2 2025 Added 21.98%
$7.62B
$469 Million 0.01% of portfolio
9,037
Q2 2025 Added 24.58%
$41.2B
$1.15 Billion 0.01% of portfolio
26,417
Q2 2025 Added 25.42%
$13.9B
$819 Million 0.01% of portfolio
23,803
Q2 2025 Added 19.12%
$11B
$993 Million 0.01% of portfolio
33,398
Q2 2025 Added 27.15%
$20.9B
$980 Million 0.01% of portfolio
1,710
Q1 2025 Reduced 0.35%
$12.3B
$491 Million 0.01% of portfolio
3,904
Q1 2025 Added 1.51%
$19.7B
$1.03 Billion 0.01% of portfolio
9,051
Q2 2025 Added 24.53%
$19B
$1.09 Billion 0.01% of portfolio
8,980
Q2 2025 Added 24.77%
$17.1B
$980 Million 0.01% of portfolio
17,494
Q2 2025 Added 25.6%
$11.2B
$561 Million 0.01% of portfolio
9,101
Q2 2025 Added 120.26%

Summary

  • Portfolio
  • No. of Stocks 1,090
  • Current Value $8.08 Trillion
  • Prior Value $5.27 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 519 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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