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
$70.1B
$6.48 Billion 0.08% of portfolio
41,562
Q2 2025 Added 27.31%
$94.5B
$6.51 Billion 0.08% of portfolio
12,971
Q2 2025 Reduced 5.58%
$69.2B
$6.49 Billion 0.08% of portfolio
54,229
Q2 2025 Added 24.58%
$112B
$6.44 Billion 0.08% of portfolio
16,814
Q2 2025 Added 26.92%
$8.64B
$6.63 Billion 0.08% of portfolio
39,520
Q2 2025 Reduced 35.26%
$127B
$6.82 Billion 0.08% of portfolio
51,235
Q2 2025 Added 26.41%
$83.7B
$6.5 Billion 0.08% of portfolio
71,299
Q2 2025 Added 25.0%
$75.1B
$6.24 Billion 0.08% of portfolio
33,541
Q2 2025 Added 27.01%
$3.43B
$6.25 Billion 0.08% of portfolio
133,824
Q2 2025 Reduced 35.19%
$70.9B
$6.79 Billion 0.08% of portfolio
74,710
Q2 2025 Added 27.34%
$44.3B
$6.09 Billion 0.08% of portfolio
59,265
Q2 2025 Added 45.37%
$80B
$6.16 Billion 0.08% of portfolio
24,899
Q2 2025 Added 27.36%
$77.3B
$6.25 Billion 0.08% of portfolio
33,543
Q2 2025 Added 27.0%
$9.81B
$6.1 Billion 0.08% of portfolio
70,654
Q2 2025 Reduced 39.21%
$68B
$6.53 Billion 0.08% of portfolio
144,391
Q2 2025 Added 26.56%
$55.4B
$6.42 Billion 0.08% of portfolio
39,954
Q2 2025 Added 49.95%
$59.7B
$5.51 Billion 0.07% of portfolio
64,401
Q2 2025 Added 24.55%
$5.69B
$5.53 Billion 0.07% of portfolio
42,026
Q2 2025 Added 30.52%
$23.9B
$5.63 Billion 0.07% of portfolio
-
Q2 2025 Reduced 40.97%
$79.9B
$5.4 Billion 0.07% of portfolio
17,258
Q2 2025 Added 26.07%
$55B
$5.77 Billion 0.07% of portfolio
78,781
Q2 2025 Added 25.57%
$76.5B
$5.78 Billion 0.07% of portfolio
3,804
Q2 2025 Added 396.61%
$50.1B
$5.52 Billion 0.07% of portfolio
39,360
Q2 2025 Added 49.53%
$61.1B
$5.46 Billion 0.07% of portfolio
17,065
Q2 2025 Added 26.45%
$60.2B
$5.91 Billion 0.07% of portfolio
136,279
Q2 2025 Added 26.47%
$35.6B
$5.63 Billion 0.07% of portfolio
98,193
Q2 2025 Added 52.55%
$45.7B
$5.33 Billion 0.07% of portfolio
15,209
Q2 2025 New
$23.7B
$5.85 Billion 0.07% of portfolio
81,266
Q2 2025 Added 77.31%
$79.3B
$5.55 Billion 0.07% of portfolio
33,393
Q2 2025 Added 27.13%
$58.4B
$5.5 Billion 0.07% of portfolio
127,879
Q2 2025 Added 26.44%
$22.2B
$5.29 Billion 0.07% of portfolio
29,638
Q2 2025 Added 49.5%
$72.7B
$5.98 Billion 0.07% of portfolio
22,454
Q2 2025 Added 18.9%
Atlassian Corporation
-
$5.95 Billion 0.07% of portfolio
-
Q2 2025 Added 89.28%
$87.2B
$5.27 Billion 0.07% of portfolio
27,205
Q2 2025 Added 24.47%
$47.6B
$5.42 Billion 0.07% of portfolio
69,347
Q2 2025 Added 14.04%
$59.7B
$5.45 Billion 0.07% of portfolio
185,468
Q2 2025 Added 26.81%
$7.28B
$5.34 Billion 0.07% of portfolio
123,587
Q2 2025 Reduced 17.12%
$23.2B
$4.57 Billion 0.06% of portfolio
11,193
Q2 2025 Added 28.18%
$3.54B
$5.08 Billion 0.06% of portfolio
38,572
Q2 2025 Reduced 35.15%
$57.7B
$4.74 Billion 0.06% of portfolio
39,698
Q2 2025 Added 22.72%
$86.2B
$5.02 Billion 0.06% of portfolio
17,216
Q2 2025 Added 26.16%
$27.2B
$4.83 Billion 0.06% of portfolio
142,542
Q2 2025 Added 29.07%
$61.1B
$4.53 Billion 0.06% of portfolio
56,282
Q2 2025 Added 24.06%
$49.2B
$4.87 Billion 0.06% of portfolio
16,586
Q2 2025 Added 54.78%
$89.4B
$4.5 Billion 0.06% of portfolio
9,000
Q2 2025 Added 24.71%
$17.2B
$4.49 Billion 0.06% of portfolio
111,341
Q2 2025 Added 29.6%
$65.4B
$5.06 Billion 0.06% of portfolio
48,006
Q2 2025 Added 23.49%
$1.37B
$5.05 Billion 0.06% of portfolio
51,717
Q2 2025 Added 30.55%
$18.6B
$4.62 Billion 0.06% of portfolio
36,811
Q2 2025 Added 62.18%

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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