Sign in

Atalanta Sosnoff Capital, LLC

CIK:0000700529
Asset Manager
$9B AUM
102 holdings
New York, NY, US
Founded:1981
30 employees
atalantasosnoff.com
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Atalanta Sosnoff Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 102 equity positions with a total 13F market value of $5B. The fund increased holdings in Nvidia Corporation, Meta Platforms Inc., Microsoft Corp. among other positions. Atalanta Sosnoff Capital, LLC reduced exposure to Progressive Corp., T-mobile Us Inc., Allstate Corp. among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$136.7M
M
METAMETA PLATFORMS INC
+$94.0M
M
MSFTMICROSOFT CORP
+$91.6M
A
AVGOBROADCOM INC
+$88.7M
L
LRCXLAM RESEARCH CORP
+$65.4M
Top Sells
P
PGRPROGRESSIVE CORP
-$57.9M
T
TMUST-MOBILE US INC
-$54.0M
A
ALLALLSTATE CORP
-$50.6M
A
AAPLAPPLE INC
-$46.3M
U
UNHUNITEDHEALTH GROUP INC
-$45.1M

Top Holdings

N
NVDANVIDIA CORPORATION
+8.1%$396.9M
M
MSFTMICROSOFT CORP
+7.8%$382.5M
A
AAPLAPPLE INC
+5.5%$271.4M
M
METAMETA PLATFORMS INC
+5.3%$263.3M
A
AMZNAMAZON COM INC
+5.3%$259.1M

Equity Positions (102)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION8.05%$396.9M2,511,967$27.50$157.99+$136.7M
M
MSFT
MICROSOFT CORP7.76%$382.5M768,887$71.60$497.41+$91.6M
A
AAPL
APPLE INC5.51%$271.4M1,322,767$71.29$205.17-$46.3M
M
META
META PLATFORMS INC5.34%$263.3M356,778$405.01$738.09+$94.0M
A
AMZN
AMAZON COM INC5.26%$259.1M1,180,828$78.42$219.39+$33.7M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+14.6%
SEMICONDUCTORS & RELATED DEVICES
+13.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.1%
ELECTRONIC COMPUTERS
+5.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+5.3%

Investment Team (9)

NameRoleLocationLinkedIn
Brian Turner
Brian Turner		Senior Vice President, Research AnalystNew York, NY , United States
J
Jim Staub		senior vice presidentEncinitas, CA , United States
John Cronin
John Cronin		Senior Vice PresidentNew York, NY , United States
K
Kamani Kualaau		Senior Vice PresidentHonolulu, HI , United States
Matthew Ward
Matthew Ward		Senior Vice PresidentNew York, NY , United States
Steve Gesing
Steve Gesing		Senior Vice PresidentBoston, MA , United States
J
Joe Sileo		Sr. Vice PresidentNew York, NY , United States
Joseph Sileo
Joseph Sileo		Managing Director and Sr. Fixed Income Portfolio ManagerNew York, NY , United States
T
Tonianne Russo		Assistant Vice PresidentNew York, NY , United States