NEOS Investment Management LLC

Est. AUM

$19.79B

13F long equity, this entity only

Positions

575

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$1.46B	8368130	7.38%	SOLE
2	APPLE INC	COM	$1.30B	5104395	6.55%	SOLE
3	MICROSOFT CORP	COM	$948.8M	2563011	4.79%	SOLE
4	AMAZON COM INC	COM	$739.1M	3548690	3.74%	SOLE
5	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$661.6M	6604674	3.34%	SOLE
6	ALPHABET INC	CAP STK CL A	$576.6M	2005280	2.91%	SOLE
7	TESLA INC	COM	$520.3M	1399690	2.63%	SOLE
8	META PLATFORMS INC	CL A	$515.2M	900412	2.60%	SOLE
9	ALPHABET INC	CAP STK CL C	$503.6M	1755395	2.54%	SOLE
10	BROADCOM INC	COM	$503.4M	1626535	2.54%	SOLE
11	WALMART INC	COM	$411.2M	3308411	2.08%	SOLE
12	COSTCO WHOLESALE CORPORATION	COM	$306.5M	307608	1.55%	SOLE
13	NETFLIX INC.	COM	$281.7M	2929475	1.42%	SOLE
14	MICRON TECHNOLOGY INC	COM	$263.5M	780025	1.33%	SOLE
15	PALANTIR TECHNOLOGIES INC	CL A	$232.3M	1587949	1.17%	SOLE
16	ADVANCED MICRO DEVICES INC	COM	$229.1M	1126400	1.16%	SOLE
17	CISCO SYS INC	COM	$211.9M	2730991	1.07%	SOLE
18	APPLIED MATLS INC	COM	$188.0M	550100	0.95%	SOLE
19	LAM RESEARCH CORP	COM NEW	$184.6M	864150	0.93%	SOLE
20	LINDE PLC	SHS	$159.8M	322422	0.81%	SOLE
21	ISHARES TR	CORE MSCI EAFE	$148.2M	1636608	0.75%	SOLE
22	PEPSICO INC	COM	$147.4M	949212	0.74%	SOLE
23	INTEL CORP	COM	$144.4M	3272938	0.73%	SOLE
24	T-MOBILE US INC	COM	$142.1M	676409	0.72%	SOLE
25	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$134.1M	3490675	0.68%	SOLE
26	KLA CORP	COM NEW	$132.7M	90102	0.67%	SOLE
27	AMGEN INC	COM	$130.2M	369940	0.66%	SOLE
28	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$129.7M	270595	0.66%	SOLE
29	TEXAS INSTRS INC	COM	$121.5M	625863	0.61%	SOLE
30	GILEAD SCIENCES INC	COM	$119.0M	854005	0.60%	SOLE
31	JPMORGAN CHASE & CO	COM	$118.3M	402050	0.60%	SOLE
32	INTUITIVE SURGICAL INC	COM NEW	$112.7M	244533	0.57%	SOLE
33	ELI LILLY & CO	COM	$108.0M	117395	0.55%	SOLE
34	ANALOG DEVICES INC	COM	$107.4M	337486	0.54%	SOLE
35	EXXON MOBIL CORP	COM	$105.2M	620322	0.53%	SOLE
36	VANECK BITCOIN ETF	SH BEN INT	$103.0M	5374907	0.52%	SOLE
37	HONEYWELL INTL INC	COM	$99.1M	438559	0.50%	SOLE
38	QUALCOMM INC	COM	$94.6M	734528	0.48%	SOLE
39	BOOKING HOLDINGS INC	COM	$92.5M	21961	0.47%	SOLE
40	GOLDMAN SACHS PHYSICAL GOLD	UNIT	$91.1M	1973160	0.46%	SOLE
41	PALO ALTO NETWORKS INC	COM	$89.8M	560105	0.45%	SOLE
42	JOHNSON & JOHNSON	COM	$86.5M	354044	0.44%	SOLE
43	INTUIT	COM	$82.5M	190819	0.42%	SOLE
44	APPLOVIN CORP	COM CL A	$82.2M	206633	0.42%	SOLE
45	ISHARES TR	CORE US AGGBD ET	$81.3M	821784	0.41%	SOLE
46	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$81.3M	1107859	0.41%	SOLE
47	SHOPIFY INC	CL A SUB VTG SHS	$78.9M	665331	0.40%	SOLE
48	VERTEX PHARMACEUTICALS INC	COM	$77.7M	174087	0.39%	SOLE
49	VISA INC	COM CL A	$74.8M	247635	0.38%	SOLE
50	COMCAST CORP NEW	CL A	$70.9M	2499772	0.36%	SOLE

1–50 of 575

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.