NEOS INVESTMENT MANAGEMENT LLC

PrivateCIK: 2001019
Location

WESTPORT, CT

578
Positions
$27.13B
Total AUM (reported)
175.99M
Total Shares

Allocation by class

TOTAL AUM$27.13B578 positions
COM$19.27B71.0%
CL A$1.43B5.3%
COM NEW$1.09B4.0%
VNG RUS2000IDX$1.03B3.8%
CAP STK CL A$798.66M2.9%
CAP STK CL C$693.85M2.6%
COM CL A$330.09M1.2%

Portfolio Concentration

Top 316.6%4–1021.5%11–2519.3%Rest42.6%TOP 1038.1%0%100%
Top 3$4.50B16.6%
4–10$5.84B21.5%
11–25$5.24B19.3%
Rest$11.56B42.6%

Top 3 weight

16.6%

Top 10 weight

38.1%

Voting Authority Distribution

Total shares with voting rights: 175.99M

Sole

Full voting authority

175.99M

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)

Sole578
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings578
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares9.21M
TypeSH
Market value$1.84B
6.79%
Sole
9.21M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares5.53M
TypeSH
Market value$1.60B
5.90%
Sole
5.53M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares2.82M
TypeSH
Market value$1.05B
3.88%
Sole
2.82M
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS2000IDX
Shares8.51M
TypeSH
Market value$1.03B
3.81%
Sole
8.51M
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares848.74K
TypeSH
Market value$979.69M
3.61%
Sole
848.74K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares3.93M
TypeSH
Market value$937.43M
3.45%
Sole
3.93M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares2.23M
TypeSH
Market value$798.66M
2.94%
Sole
2.23M
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares1.24M
TypeSH
Market value$718.82M
2.65%
Sole
1.24M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares1.96M
TypeSH
Market value$693.85M
2.56%
Sole
1.96M
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares1.80M
TypeSH
Market value$678.77M
2.50%
Sole
1.80M
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares1.55M
TypeSH
Market value$652.92M
2.41%
Sole
1.55M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares1M
TypeSH
Market value$563.43M
2.08%
Sole
1M
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares3.70M
TypeSH
Market value$516.24M
1.90%
Sole
3.70M
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares605.02K
TypeSH
Market value$437.43M
1.61%
Sole
605.02K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares951.25K
TypeSH
Market value$412.20M
1.52%
Sole
951.25K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares3.57M
TypeSH
Market value$404.82M
1.49%
Sole
3.57M
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares2.95M
TypeSH
Market value$346.14M
1.28%
Sole
2.95M
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares330.82K
TypeSH
Market value$309.48M
1.14%
Sole
330.82K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares979.37K
TypeSH
Market value$295.49M
1.09%
Sole
979.37K
Shared
0.00
None
0.00

SANDISK CORP

SOLE
COM
Shares109.08K
TypeSH
Market value$248.03M
0.91%
Sole
109.08K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares3.23M
TypeSH
Market value$230.59M
0.85%
Sole
3.23M
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares618.94K
TypeSH
Market value$211.07M
0.78%
Sole
618.94K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares693.42K
TypeSH
Market value$206.69M
0.76%
Sole
693.42K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares1.76M
TypeSH
Market value$204.81M
0.75%
Sole
1.76M
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares667.56K
TypeSH
Market value$198.86M
0.73%
Sole
667.56K
Shared
0.00
None
0.00
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