Atalanta Sosnoff Capital, LLC
Atalanta Sosnoff Capital, LLC is a New York–based SEC registered investment adviser founded in 1981. The firm manages portfolios for a diverse institutional and high-net-worth client base, including Taft-Hartley funds, endowments, foundations, religious and charitable organizations, and wrap programs for major brokerage firms. The company is defined by its rigorous, research-driven investment process, dedication to client service, high ethical standards, and long-term track record. As of June 30, 2025, Atalanta Sosnoff Capital manages approximately $8.5 billion in assets and employs professionals specializing in equity and fixed income investment strategies.
Investment Strategy
Atalanta Sosnoff Capital's equity strategy focuses on identifying companies poised for periods of earnings acceleration, aiming to capture growth from both the earnings increase and potential multiple expansion. The firm's fixed income strategy utilizes a relative valuation approach to construct investment grade portfolios, actively allocating across sectors, maturities, and quality grades based on client benchmarks. A research-driven, consistent management approach underpins both strategies, with an emphasis on outperforming relevant benchmarks and peer groups while adapting to various market environments.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.05% | $396.9M | 2,511,967 | $27.50 | $157.99 | +$136.7M |
M MSFT | MICROSOFT CORP | 7.76% | $382.5M | 768,887 | $71.60 | $497.41 | +$91.6M |
A AAPL | APPLE INC | 5.51% | $271.4M | 1,322,767 | $71.29 | $205.17 | -$46.3M |
M META | META PLATFORMS INC | 5.34% | $263.3M | 356,778 | $405.01 | $738.09 | +$94.0M |
A AMZN | AMAZON COM INC | 5.26% | $259.1M | 1,180,828 | $78.42 | $219.39 | +$33.7M |