Chiron Investment Management, LLC 13F Holdings · last filed Q4 2024
Chiron Investment Management, LLC reported 86 securities worth $300.27M in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: MSFT (5.05%), NVDA (4.96%), AMZN (4.47%). Among its top 25 positions this quarter: 5 new, 12 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $15.2M | 5.05% | 35,948 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $14.9M | 4.96% | 110,924 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $13.4M | 4.47% | 61,229 | Added |
| 4 | AAPL | APPLE INC | $12.1M | 4.03% | 48,337 | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $11.3M | 3.76% | 57,213 | Added |
| 6 | META | META PLATFORMS INC | $8.4M | 2.79% | 14,324 | Added |
| 7 | PM | PHILIP MORRIS INTL INC | $8.1M | 2.70% | 67,243 | Added |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.0M | 2.68% | 17,741 | Hold |
| 9 | GOOG | ALPHABET INC | $7.8M | 2.61% | 41,176 | Added |
| 10 | JPM | JPMORGAN CHASE & CO. | $7.8M | 2.61% | 32,741 | Trimmed |
| 11 | NOW | SERVICENOW INC | $7.4M | 2.46% | 6,971 | Trimmed |
| 12 | ET | ENERGY TRANSFER L P | $6.7M | 2.24% | 343,777 | Hold |
| 13 | GE | GE AEROSPACE | $6.7M | 2.23% | 40,124 | Added |
| 14 | NFLX | NETFLIX INC | $6.6M | 2.18% | 7,349 | Trimmed |
| 15 | COST | COSTCO WHSL CORP NEW | $6.4M | 2.14% | 6,998 | Added |
| 16 | MA | MASTERCARD INCORPORATED | $5.8M | 1.92% | 10,933 | Added |
| 17 | PANW | PALO ALTO NETWORKS INC | $5.7M | 1.91% | 31,546 | New |
| 18 | XOM | EXXON MOBIL CORP | $5.7M | 1.90% | 53,090 | Added |
| 19 | BSX | BOSTON SCIENTIFIC CORP | $5.7M | 1.89% | 63,629 | New |
| 20 | PGR | PROGRESSIVE CORP | $5.6M | 1.88% | 23,579 | Added |
| 21 | ANET | ARISTA NETWORKS INC | $5.5M | 1.84% | 50,032 | New |
| 22 | WYNN | WYNN RESORTS LTD | $5.5M | 1.83% | 63,686 | Added |
| 23 | CRM | SALESFORCE INC | $5.4M | 1.79% | 16,104 | New |
| 24 | ABT | ABBOTT LABS | $5.3M | 1.76% | 46,827 | New |
| 25 | PYPL | PAYPAL HLDGS INC | $4.8M | 1.61% | 56,730 | Trimmed |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR