NEOS Investment Management LLC

NEOS Investment Management LLC is an institution, managing $13.4B across 627 long positions as of Q3 2025 with 40% Technology concentration.

Top Holdings

Largest long holdings in NEOS Investment Management LLC's portfolio (40.1% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$1.0B	7.69%	+$347.4M Bought	0.02% 5.5M shares	Q3 2023 Held for 2y 2m
2 Microsoft MSFT	Software - Infrastructure Technology	$863.4M	6.47%	+$288.6M Bought	0.02% 1.7M shares	Q3 2023 Held for 2y 2m
3 Apple AAPL	Consumer Electronics Technology	$849.7M	6.36%	+$291.5M Bought	0.02% 3.3M shares	Q3 2023 Held for 2y 2m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$502.7M	3.77%	+$189.8M Bought	0.02% 2.3M shares	Q3 2023 Held for 2y 2m
5 Broadcom Inc. AVGO	Semiconductors Technology	$471.1M	3.53%	+$167.5M Bought	0.03% 1.4M shares	Q3 2023 Held for 2y 2m
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$361.9M	2.71%	+$124.0M Bought	0.02% 492.8K shares	Q3 2023 Held for 2y 2m
7 Vanguard Russell 2000 ETF VTWO	ETF ETF	$343.2M	2.57%	+$114.3M Bought	— 3.5M shares	Q3 2023 Held for 2y 2m
8 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$332.0M	2.49%	+$118.2M Bought	0.02% 746.6K shares	Q3 2023 Held for 2y 2m
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$319.1M	2.39%	+$104.1M Bought	0.01% 1.3M shares	Q3 2023 Held for 2y 2m
10 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$279.5M	2.09%	+$93.7M Bought	0.01% 1.1M shares	Q3 2023 Held for 2y 2m

Portfolio activity, position movements, and quarter-over-quarter changes in NEOS Investment Management LLC's latest filing

Market Value

$13.4B

Prior: $8.1B

Q/Q Change

+65.32%

+$5.3B

Net Flows % of MV

+34.46%

Turnover Ratio

17.58%

New Purchases

32 stocks

$68.2M

Added To

548 stocks

+$4.6B

Sold Out Of

25 stocks

$22.6M

Reduced Holdings

41 stocks

-$22.1M

Position	Shares Δ	Change
1 Thomson Reuters TRI	New	0 → 136.3K +$21.2M
2 Robinhood Markets, Inc. HOOD	New	0 → 83.8K +$12.0M
3 iShares Bitcoin Trust IBIT	New	0 → 146.1K +$9.5M
4 iShares Core MSCI EAFE ETF IEFA	New	0 → 89.6K +$7.8M
5 Block XYZ	New	0 → 62.4K +$4.5M

Position	Shares Δ	Change
1 Ansys ANSS	Sold	20.7K → 0 −$7.3M
2 Hess HES	Sold	25.0K → 0 −$3.5M
3 Brookfield Renewable Partners BEP	Sold	72.7K → 0 −$1.9M
4 GFL Environmental Inc. GFL	Sold	30.1K → 0 −$1.5M
5 Canadian National Railway CNI	Sold	11.4K → 0 −$1.2M