Neos Investment Management LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 1,069
Total Value: 5271416776
Accession Number: 0001172661-25-001962
Form Type: 13F-HR
CIK: 0002001019
Manager Name: Neos Investment Management LLC

Data Enrichment

99% identified

1,058 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,069 positions • $5,271,416.776K total value

1,069 positions

Manager:

SEC FilingSEC DataHachi Filing

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T-Mobile US, Inc.

TMUS|872590104

149079(+38.6%)

Value:

$39.8B(+67.5%)

78468R606

1531068(+3.4%)

Value:

$35.6B(+2.5%)

233051432

978290(+2.3%)

Value:

$35.2B(+2.0%)

46435U853

961003(+27.2%)

Value:

$35.2B(+26.5%)

UNITEDHEALTH GROUP INC

UNH|91324P102

66616(+37.8%)

Value:

$34.9B(+42.6%)

EXXON MOBIL CORP

XOM|30231G102

289130(+23.8%)

Value:

$34.4B(+36.8%)

PEPSICO INC

PEP|713448108

220815(+36.2%)

Value:

$33.1B(+34.3%)

AMGEN INC

AMGN|031162100

100745(+28.4%)

Value:

$31.4B(+53.5%)

92189K105

1321010(+1294.0%)

Value:

$30.8B(+207.4%)

Mastercard Inc

MA|57636Q104

56070(+21.6%)

Value:

$30.7B(+26.5%)

INTUITIVE SURGICAL INC

ISRG|46120E602

61455(+36.6%)

Value:

$30.4B(+29.6%)

INTUIT INC.

INTU|461202103

49479(+39.3%)

Value:

$30.4B(+36.1%)

Palantir Technologies Inc.

PLTR|69608A108

353225(+36.8%)

Value:

$29.8B(+52.7%)

GILEAD SCIENCES, INC.

GILD|375558103

261330(+27.0%)

Value:

$29.3B(+54.0%)

ADOBE INC.

ADBE|00724F101

75889(+34.9%)

Value:

$29.1B(+16.4%)

QUALCOMM INC/DE

QCOM|747525103

189329(+34.7%)

Value:

$29.1B(+34.7%)

TEXAS INSTRUMENTS INC

TXN|882508104

157323(+36.6%)

Value:

$28.3B(+30.9%)

AbbVie Inc.

ABBV|00287Y109

131921(+37.7%)

Value:

$27.6B(+62.4%)

JOHNSON & JOHNSON

JNJ|478160104

165279(+23.4%)

Value:

$27.4B(+41.5%)

PROCTER & GAMBLE Co

PG|742718109

159967(+23.5%)

Value:

$27.3B(+25.5%)

Instrument	Shares		Other Manager	Value
T-Mobile Us, Inc.(TMUScusip872590104)	149.1K	QoQ +38.64% (+41.6K) YoY +190.02% (+97.7K)	All Managers (Combined)	$39.8M	QoQ +67.52% (+$16.0M) YoY +373.91% (+$31.4M)
(cusip78468R606)✕	1.5M	QoQ +3.38% (+50.1K) YoY NEW(+1.5M)	All Managers (Combined)	$35.6M	QoQ +2.50% (+$872.3K) YoY NEW(+$35.6M)
(cusip233051432)✕	978.3K	QoQ +2.28% (+21.9K) YoY NEW(+978.3K)	All Managers (Combined)	$35.2M	QoQ +1.98% (+$685.0K) YoY NEW(+$35.2M)
(cusip46435U853)✕	961.0K	QoQ +27.16% (+205.3K) YoY NEW(+961.0K)	All Managers (Combined)	$35.2M	QoQ +26.51% (+$7.4M) YoY NEW(+$35.2M)
Unitedhealth Group Inc(UNHcusip91324P102)	66.6K	QoQ +37.75% (+18.3K) YoY +187.37% (+43.4K)	All Managers (Combined)	$34.9M	QoQ +42.63% (+$10.4M) YoY +204.24% (+$23.4M)
Exxon Mobil Corp(XOMcusip30231G102)	289.1K	QoQ +23.75% (+55.5K) YoY +186.10% (+188.1K)	All Managers (Combined)	$34.4M	QoQ +36.82% (+$9.3M) YoY +192.72% (+$22.6M)
Pepsico Inc(PEPcusip713448108)	220.8K	QoQ +36.20% (+58.7K) YoY +179.19% (+141.7K)	All Managers (Combined)	$33.1M	QoQ +34.30% (+$8.5M) YoY +139.20% (+$19.3M)
Amgen Inc(AMGNcusip031162100)	100.7K	QoQ +28.45% (+22.3K) YoY +147.64% (+60.1K)	All Managers (Combined)	$31.4M	QoQ +53.54% (+$10.9M) YoY +171.35% (+$19.8M)
(cusip92189K105)✕	1.3M	QoQ +1294.02% (+1.2M) YoY NEW(+1.3M)	All Managers (Combined)	$30.8M	QoQ +207.39% (+$20.8M) YoY NEW(+$30.8M)
Mastercard Inc(MAcusip57636Q104)	56.1K	QoQ +21.57% (+9.9K) YoY +168.09% (+35.2K)	All Managers (Combined)	$30.7M	QoQ +26.54% (+$6.4M) YoY +205.14% (+$20.7M)
Intuitive Surgical Inc(ISRGcusip46120E602)	61.5K	QoQ +36.63% (+16.5K) YoY +200.52% (+41.0K)	All Managers (Combined)	$30.4M	QoQ +29.64% (+$7.0M) YoY +272.95% (+$22.3M)
Intuit Inc.(INTUcusip461202103)	49.5K	QoQ +39.28% (+14.0K) YoY +203.34% (+33.2K)	All Managers (Combined)	$30.4M	QoQ +36.07% (+$8.1M) YoY +186.54% (+$19.8M)
Palantir Technologies Inc.(PLTRcusip69608A108)	353.2K	QoQ +36.82% (+95.1K) YoY NEW(+353.2K)	All Managers (Combined)	$29.8M	QoQ +52.69% (+$10.3M) YoY NEW(+$29.8M)
Gilead Sciences, Inc.(GILDcusip375558103)	261.3K	QoQ +26.96% (+55.5K) YoY +225.42% (+181.0K)	All Managers (Combined)	$29.3M	QoQ +54.01% (+$10.3M) YoY +397.79% (+$23.4M)
Adobe Inc.(ADBEcusip00724F101)	75.9K	QoQ +34.91% (+19.6K) YoY +193.71% (+50.1K)	All Managers (Combined)	$29.1M	QoQ +16.36% (+$4.1M) YoY +123.23% (+$16.1M)
Qualcomm Inc/De(QCOMcusip747525103)	189.3K	QoQ +34.74% (+48.8K) YoY +191.06% (+124.3K)	All Managers (Combined)	$29.1M	QoQ +34.74% (+$7.5M) YoY +164.09% (+$18.1M)
Texas Instruments Inc(TXNcusip882508104)	157.3K	QoQ +36.59% (+42.2K) YoY +200.39% (+105.0K)	All Managers (Combined)	$28.3M	QoQ +30.90% (+$6.7M) YoY +209.86% (+$19.1M)
Abbvie Inc.(ABBVcusip00287Y109)	131.9K	QoQ +37.72% (+36.1K) YoY +197.32% (+87.6K)	All Managers (Combined)	$27.6M	QoQ +62.38% (+$10.6M) YoY +242.09% (+$19.6M)
Johnson & Johnson(JNJcusip478160104)	165.3K	QoQ +23.35% (+31.3K) YoY +172.06% (+104.5K)	All Managers (Combined)	$27.4M	QoQ +41.45% (+$8.0M) YoY +185.22% (+$17.8M)
Procter & Gamble Co(PGcusip742718109)	160.0K	QoQ +23.50% (+30.4K) YoY +170.36% (+100.8K)	All Managers (Combined)	$27.3M	QoQ +25.54% (+$5.5M) YoY +183.97% (+$17.7M)