DOSSIER · 13F-HR · Q1 2026

NEOS Investment Management LLC

$19.8B in tracked AUM across 575 positions as of Q1 2026.

NI
CIK 0002001019 · last filed Mar 31, 2026
Total AUM
$19.8B
as of Q1 2026
Holdings
575
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

NEOS Investment Management LLC reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 65.3% from $8.08 billion to $13.35 billion for the period ending September 30, 2025. This substantial increase suggests a combination of strong market performance in existing positions and significant net capital inflows. The portfolio is highly diversified, comprising 1,122 individual holdings, yet it maintains a distinct core-satell...

Key Holdings

The portfolio is heavily dominated by the "Magnificent Seven" and associated technology leaders, reflecting a clear bet on the continued dominance of US mega-cap growth stocks. NVIDIA (NVDA) is the largest position, valued at $1.03 billion (7.68% of the portfolio), followed closely by Microsoft (MSFT) at $863 million (6.47%) and Apple (AAPL) at $850 million (6.36%). These three positions alone constitute nearly 21% of the entire fund's assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$1.5B8.4M7.4%
02
AAPL
APPLE INC
$1.3B5.1M6.5%
03
MSFT
MICROSOFT CORP
$949M2.6M4.8%
04
AMZN
AMAZON COM INC
$739M3.5M3.7%
05
VTWO
VANGUARD SCOTTSDALE FDS
$662M6.6M3.3%
06
GOOGL
ALPHABET INC
$577M2.0M2.9%
07
TSLA
TESLA INC
$520M1.4M2.6%
08
META
META PLATFORMS INC
$515M900K2.6%
09
GOOG
ALPHABET INC
$504M1.8M2.5%
10
AVGO
BROADCOM INC
$503M1.6M2.5%

Filing history

2026Q1Mar 31
$19.8B 14.5%
575 positionsView →
2025Q4Dec 31
$17.3B 29.5%
1,150 positionsView →
2025Q3Sep 30
$13.4B 65.3%
1,122 positionsView →
2025Q2Jun 30
$8.1B 224.5%
1,090 positionsLocked
2025Q1Mar 31
$2.5B 41.4%
479 positionsLocked
2024Q4Dec 31
$4.2B 28.2%
658 positionsLocked
2024Q3Sep 30
$3.3B 36.4%
723 positionsLocked
2024Q2Jun 30
$2.4B 50.4%
710 positionsLocked
2024Q1Mar 31
$1.6B 52.8%
704 positionsLocked
2023Q4Dec 31
$1.1B 35.0%
919 positionsLocked
2023Q3Sep 30
$783M
698 positionsLocked