NEOS INVESTMENT MANAGEMENT LLC

PrivateCIK: 2001019
Location

WESTPORT, CT

575
Positions
$19.79B
Total AUM (reported)
146.12M
Total Shares

Allocation by class

TOTAL AUM$19.79B575 positions
COM$14.11B71.3%
CL A$1.30B6.6%
VNG RUS2000IDX$661.59M3.3%
COM NEW$640.18M3.2%
CAP STK CL A$576.64M2.9%
CAP STK CL C$503.55M2.5%
SHS$271.36M1.4%

Portfolio Concentration

Top 318.7%4–1020.3%11–2516.1%Rest44.9%TOP 1039.0%0%100%
Top 3$3.70B18.7%
4–10$4.02B20.3%
11–25$3.18B16.1%
Rest$8.88B44.9%

Top 3 weight

18.7%

Top 10 weight

39.0%

Voting Authority Distribution

Total shares with voting rights: 146.12M

Sole

Full voting authority

146.12M

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)

Sole575
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings575
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares8.37M
TypeSH
Market value$1.46B
7.38%
Sole
8.37M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares5.10M
TypeSH
Market value$1.30B
6.55%
Sole
5.10M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares2.56M
TypeSH
Market value$948.75M
4.79%
Sole
2.56M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares3.55M
TypeSH
Market value$739.09M
3.74%
Sole
3.55M
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS2000IDX
Shares6.60M
TypeSH
Market value$661.59M
3.34%
Sole
6.60M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares2.01M
TypeSH
Market value$576.64M
2.91%
Sole
2.01M
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares1.40M
TypeSH
Market value$520.33M
2.63%
Sole
1.40M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares900.41K
TypeSH
Market value$515.15M
2.60%
Sole
900.41K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares1.76M
TypeSH
Market value$503.55M
2.54%
Sole
1.76M
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares1.63M
TypeSH
Market value$503.43M
2.54%
Sole
1.63M
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares3.31M
TypeSH
Market value$411.17M
2.08%
Sole
3.31M
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares307.61K
TypeSH
Market value$306.51M
1.55%
Sole
307.61K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares2.93M
TypeSH
Market value$281.67M
1.42%
Sole
2.93M
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares780.02K
TypeSH
Market value$263.52M
1.33%
Sole
780.02K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares1.59M
TypeSH
Market value$232.29M
1.17%
Sole
1.59M
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares1.13M
TypeSH
Market value$229.14M
1.16%
Sole
1.13M
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares2.73M
TypeSH
Market value$211.90M
1.07%
Sole
2.73M
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares550.10K
TypeSH
Market value$188.02M
0.95%
Sole
550.10K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares864.15K
TypeSH
Market value$184.63M
0.93%
Sole
864.15K
Shared
0.00
None
0.00

LINDE PLC

SOLE
SHS
Shares322.42K
TypeSH
Market value$159.84M
0.81%
Sole
322.42K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI EAFE
Shares1.64M
TypeSH
Market value$148.16M
0.75%
Sole
1.64M
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares949.21K
TypeSH
Market value$147.40M
0.74%
Sole
949.21K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares3.27M
TypeSH
Market value$144.43M
0.73%
Sole
3.27M
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares676.41K
TypeSH
Market value$142.07M
0.72%
Sole
676.41K
Shared
0.00
None
0.00

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares3.49M
TypeSH
Market value$134.11M
0.68%
Sole
3.49M
Shared
0.00
None
0.00
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