Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

NEOS Investment Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

NEOS Investment Management LLC (CIK 2001019) reported $19.79B across 573 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($1.46B, 7.38%), AAPL ($1.30B, 6.55%), MSFT ($948.7M, 4.79%), AMZN ($739.1M, 3.74%), VTWO ($661.6M, 3.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$1.46B7.38%8.4MAdded
2AAPLAPPLE INC$1.30B6.55%5.1MAdded
3MSFTMICROSOFT CORP$948.7M4.79%2.6MAdded
4AMZNAMAZON COM INC$739.1M3.74%3.5MAdded
5VTWOVANGUARD SCOTTSDALE FDS$661.6M3.34%6.6MAdded
6GOOGLALPHABET INC$576.6M2.91%2.0MAdded
7TSLATESLA INC$520.3M2.63%1.4MAdded
8METAMETA PLATFORMS INC$515.2M2.60%900,412Added
9AVGOBROADCOM INC$503.4M2.54%1.6MAdded
10GOOGALPHABET INC$503.6M2.54%1.8MAdded
11WMTWALMART INC$411.2M2.08%3.3MAdded
12COSTCOSTCO WHOLESALE CORPORATION$306.5M1.55%307,608Added
13NFLXNETFLIX INC.$281.7M1.42%2.9MAdded
14MUMICRON TECHNOLOGY INC$263.5M1.33%780,025Added
15PLTRPALANTIR TECHNOLOGIES INC$232.3M1.17%1.6MAdded
16AMDADVANCED MICRO DEVICES INC$229.1M1.16%1.1MAdded
17CSCOCISCO SYS INC$211.9M1.07%2.7MAdded
18AMATAPPLIED MATLS INC$188.0M0.95%550,100Added
19LRCXLAM RESEARCH CORP$184.6M0.93%864,150Added
20LINLINDE PLC$159.8M0.81%322,422Added
21IEFAISHARES TR$148.2M0.75%1.6MAdded
22PEPPEPSICO INC$147.4M0.74%949,212Added
23INTCINTEL CORP$144.4M0.73%3.3MAdded
24TMUST-MOBILE US INC$142.1M0.72%676,409Added
25IBITISHARES BITCOIN TRUST ETF$134.1M0.68%3.5MAdded

Source: SEC Form 13F filings · as of 2026-03-31