NEOS Investment Management LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 13, 2025
Value $
$8.08B
Signature - Title
Robert Shea - Chief Operating Officer and Chief Financial Officer
Location
Westport, CT
Summary
This page shows a list of all the recent 13F filings made by NEOS Investment Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NEOS Investment Management LLC reported 616 stock holdings with total value $8.08B as of Q2 2025. Top holdings included NVDA, MSFT, AAPL, AMZN, and AVGO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 616 $8.08B +$2.27B -$71.3M +$2.2B NVDA, MSFT, AAPL, AMZN, AVGO 13F-HR 8/13/2025, 10:28 AM
Q1 2025 597 $5.27B +$1.31B -$49M +$1.26B AAPL, MSFT, NVDA, AMZN, VTWO 13F-HR 5/15/2025, 08:40 AM
Q4 2024 588 $4.25B +$954M -$79.1M +$875M AAPL, NVDA, MSFT, AMZN, VTWO 13F-HR 2/12/2025, 08:30 AM
Q3 2024 579 $3.31B +$845M -$9.61M +$835M AAPL, MSFT, NVDA, AMZN, META 13F-HR 11/13/2024, 01:21 PM
Q2 2024 569 $2.43B +$854M -$9.93M +$844M MSFT, AAPL, NVDA, AMZN, META 13F-HR 8/14/2024, 09:13 AM
Q1 2024 564 $1.61B +$484M -$19.8M +$464M MSFT, AAPL, NVDA, AMZN, META 13F-HR 5/13/2024, 09:00 AM
Q4 2023 509 $1.06B +$181M -$7.88M +$173M AAPL, MSFT, AMZN, NVDA, META 13F-HR 2/13/2024, 09:09 AM
Q3 2023 357 $783M AAPL, MSFT, AMZN, NVDA, META 13F-HR 11/14/2023, 05:30 PM