CHIRON INVESTMENT MANAGEMENT, LLC

PrivateCIK: 1688882
Location

NEW YORK, NY

๐Ÿ“‹ What this filing means

CHIRON INVESTMENT MANAGEMENT, LLC filed this quarterly 13Fโ€‘HR report disclosing 103 equity positions with a total reported market value of $230.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

103
Positions
$230.65M
Total AUM (reported)
2.24M
Total Shares

Allocation by class

TOTAL AUM$230.65M103 positions
COM$150.11M65.1%
CL A$20.57M8.9%
COM NEW$18.46M8.0%
SPONSORED ADS$10.44M4.5%
COM UT LTD PTN$7.28M3.2%
CL B$6.82M3.0%
SHS$6.32M2.7%

Portfolio Concentration

Top 318.2%4โ€“1025.3%11โ€“2537.5%Rest19.0%TOP 1043.5%0%100%
Top 3$42.05M18.2%
4โ€“10$58.33M25.3%
11โ€“25$86.51M37.5%
Rest$43.76M19.0%

Top 3 weight

18.2%

Top 10 weight

43.5%

Voting Authority Distribution

Total shares with voting rights: 2.24M

Sole

Full voting authority

2.24M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole103
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings103
Rows:

ELEVANCE HEALTH INC

SOLE
COM
Shares29.39K
TypeSH
Market value$15.24M
6.61%
Sole
29.39K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares75.19K
TypeSH
Market value$13.56M
5.88%
Sole
75.19K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares31.49K
TypeSH
Market value$13.25M
5.74%
Sole
31.49K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares24.89K
TypeSH
Market value$9.93M
4.31%
Sole
24.89K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares10.74K
TypeSH
Market value$9.70M
4.21%
Sole
10.74K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares11.23K
TypeSH
Market value$8.56M
3.71%
Sole
11.23K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares16.44K
TypeSH
Market value$7.98M
3.46%
Sole
16.44K
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares5.08K
TypeSH
Market value$7.67M
3.33%
Sole
5.08K
Shared
0.00
None
0.00

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares462.82K
TypeSH
Market value$7.28M
3.16%
Sole
462.82K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares5.42K
TypeSH
Market value$7.19M
3.12%
Sole
5.42K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares35.66K
TypeSH
Market value$7.14M
3.10%
Sole
35.66K
Shared
0.00
None
0.00

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares37.23K
TypeSH
Market value$7.11M
3.08%
Sole
37.23K
Shared
0.00
None
0.00

FREEPORT-MCMORAN INC

SOLE
CL B
Shares145.15K
TypeSH
Market value$6.82M
2.96%
Sole
145.15K
Shared
0.00
None
0.00

MSCI INC

SOLE
COM
Shares11.78K
TypeSH
Market value$6.60M
2.86%
Sole
11.78K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares13.10K
TypeSH
Market value$6.31M
2.73%
Sole
13.10K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares44.57K
TypeSH
Market value$6.06M
2.63%
Sole
44.57K
Shared
0.00
None
0.00

CONSTELLATION BRANDS INC

SOLE
CL A
Shares21.90K
TypeSH
Market value$5.95M
2.58%
Sole
21.90K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares18.95K
TypeSH
Market value$5.71M
2.47%
Sole
18.95K
Shared
0.00
None
0.00

BARRICK GOLD CORP

SOLE
COM
Shares340.35K
TypeSH
Market value$5.66M
2.46%
Sole
340.35K
Shared
0.00
None
0.00

NEWMONT CORP

SOLE
COM
Shares154.77K
TypeSH
Market value$5.55M
2.40%
Sole
154.77K
Shared
0.00
None
0.00

METLIFE INC

SOLE
COM
Shares69.20K
TypeSH
Market value$5.13M
2.22%
Sole
69.20K
Shared
0.00
None
0.00

MEDTRONIC PLC

SOLE
SHS
Shares58.69K
TypeSH
Market value$5.11M
2.22%
Sole
58.69K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares16.01K
TypeSH
Market value$4.55M
1.97%
Sole
16.01K
Shared
0.00
None
0.00

CHENIERE ENERGY INC

SOLE
COM NEW
Shares27.43K
TypeSH
Market value$4.42M
1.92%
Sole
27.43K
Shared
0.00
None
0.00

PDD HOLDINGS INC

SOLE
SPONSORED ADS
Shares37.60K
TypeSH
Market value$4.37M
1.90%
Sole
37.60K
Shared
0.00
None
0.00
Page 1 of 5
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CHIRON INVESTMENT MANAGEMENT, LLC 13F Holdings โ€” 103 Positions | Finecho