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 86 equity positions with a total reported market value of $300.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

86
Positions
$300.27M
Total AUM (reported)
2.34M
Total Shares

Allocation by class

TOTAL AUM$300.27M86 positions
COM$206.11M68.6%
COM NEW$19.66M6.5%
CL A$18.17M6.1%
SPONSORED ADS$14.76M4.9%
CL B NEW$8.04M2.7%
CAP STK CL C$7.84M2.6%
COM UT LTD PTN$6.73M2.2%

Portfolio Concentration

Top 314.5%4โ€“1021.2%11โ€“2529.6%Rest34.7%TOP 1035.7%0%100%
Top 3$43.48M14.5%
4โ€“10$63.61M21.2%
11โ€“25$88.86M29.6%
Rest$104.32M34.7%

Top 3 weight

14.5%

Top 10 weight

35.7%

Voting Authority Distribution

Total shares with voting rights: 2.34M

Sole

Full voting authority

2.34M

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)

Sole86
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings86
Rows:

MICROSOFT CORP

SOLE
COM
Shares35.95K
TypeSH
Market value$15.15M
5.05%
Sole
35.95K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares110.92K
TypeSH
Market value$14.90M
4.96%
Sole
110.92K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares61.23K
TypeSH
Market value$13.43M
4.47%
Sole
61.23K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares48.34K
TypeSH
Market value$12.10M
4.03%
Sole
48.34K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares57.21K
TypeSH
Market value$11.30M
3.76%
Sole
57.21K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares14.32K
TypeSH
Market value$8.39M
2.79%
Sole
14.32K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares67.24K
TypeSH
Market value$8.09M
2.70%
Sole
67.24K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares17.74K
TypeSH
Market value$8.04M
2.68%
Sole
17.74K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO.

SOLE
COM
Shares32.74K
TypeSH
Market value$7.85M
2.61%
Sole
32.74K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares41.18K
TypeSH
Market value$7.84M
2.61%
Sole
41.18K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares6.97K
TypeSH
Market value$7.39M
2.46%
Sole
6.97K
Shared
0.00
None
0.00

ENERGY TRANSFER L P

SOLE
COM UT LTD PTN
Shares343.78K
TypeSH
Market value$6.73M
2.24%
Sole
343.78K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares40.12K
TypeSH
Market value$6.69M
2.23%
Sole
40.12K
Shared
0.00
None
0.00

NETFLIX INC

SOLE
COM
Shares7.35K
TypeSH
Market value$6.55M
2.18%
Sole
7.35K
Shared
0.00
None
0.00

COSTCO WHSL CORP NEW

SOLE
COM
Shares7K
TypeSH
Market value$6.41M
2.14%
Sole
7K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares10.93K
TypeSH
Market value$5.76M
1.92%
Sole
10.93K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares31.55K
TypeSH
Market value$5.74M
1.91%
Sole
31.55K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares53.09K
TypeSH
Market value$5.71M
1.90%
Sole
53.09K
Shared
0.00
None
0.00

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares63.63K
TypeSH
Market value$5.68M
1.89%
Sole
63.63K
Shared
0.00
None
0.00

PROGRESSIVE CORP

SOLE
COM
Shares23.58K
TypeSH
Market value$5.65M
1.88%
Sole
23.58K
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares50.03K
TypeSH
Market value$5.53M
1.84%
Sole
50.03K
Shared
0.00
None
0.00

WYNN RESORTS LTD

SOLE
COM
Shares63.69K
TypeSH
Market value$5.49M
1.83%
Sole
63.69K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares16.10K
TypeSH
Market value$5.38M
1.79%
Sole
16.10K
Shared
0.00
None
0.00

ABBOTT LABS

SOLE
COM
Shares46.83K
TypeSH
Market value$5.30M
1.76%
Sole
46.83K
Shared
0.00
None
0.00

PAYPAL HLDGS INC

SOLE
COM
Shares56.73K
TypeSH
Market value$4.84M
1.61%
Sole
56.73K
Shared
0.00
None
0.00
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CHIRON INVESTMENT MANAGEMENT, LLC 13F Holdings โ€” 86 Positions | Finecho