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Geode Capital Management, LLC

CIK:0001214717
Asset Manager
$1.4T AUM
4,443 holdings
Boston, MA, United States
Founded:2001
173 employees
Latest filing:Jun 30, 2025

Geode Capital Management, LLC is a systematic asset manager headquartered in Boston, MA, United States. Founded in 2001, Geode operates as an independent asset management firm offering investment products primarily in equity index strategies, managing assets on behalf of institutional investors, including pension funds, endowments, foundations, and other financial institutions. The firm is registered with the SEC and CFTC, and reportedly employs around 170 people as of 2025.

Investment Strategy

Geode Capital Management employs a quantitative, systematic investment approach with a focus on index and risk-managed equity strategies. The firm is known for its expertise in index tracking, as well as the use of proprietary models and technology to construct, manage, and optimize portfolios with an emphasis on efficient, scalable implementation across a large number of securities and clients. Geode serves as the sub-advisor for multiple passive and quantitative funds, seeking to deliver reliable, cost-effective exposure to broad benchmarks and customized solutions for institutional clients.

Top Buys
N
NVDANVIDIA CORP
+$29.47B
M
MSFTMICROSOFT CORP
+$23.01B
A
AVGOBROADCOM INC
+$12.06B
M
METAMETA PLATFORMS INC-CLASS A
+$8.66B
A
AMZNAMAZON.COM INC
+$6.94B
Top Sells
A
AAPLAPPLE INC
-$4.99B
U
UNHUNITEDHEALTH GROUP INC
-$4.16B
B
BRK-BBERKSHIRE HATHAWAY INC-CL B
-$1.60B
L
LLYELI LILLY & CO
-$1.18B
D
DFSDISCOVER FINANCIAL SERVICES
-$1.09B

Top Holdings

N
NVDANVIDIA CORP
+6.4%$91.15B
M
MSFTMICROSOFT CORP
+6.2%$88.71B
A
AAPLAPPLE INC
+5.1%$72.51B
A
AMZNAMAZON.COM INC
+3.3%$47.33B
M
METAMETA PLATFORMS INC-CLASS A
+2.7%$37.90B

Equity Positions (4,121)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORP6.39%$91.15B579,213,497$23.66$157.99+$29.47B
M
MSFT
MICROSOFT CORP6.22%$88.71B179,001,751$160.64$497.41+$23.01B
A
AAPL
APPLE INC5.08%$72.51B354,749,794$70.92$205.17-$4.99B
A
AMZN
AMAZON.COM INC3.32%$47.33B216,717,657$93.32$219.39+$6.94B
M
META
META PLATFORMS INC-CLASS A2.66%$37.90B51,575,209$191.36$738.09+$8.66B

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+10.9%
SEMICONDUCTORS & RELATED DEVICES
+10.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.4%
ELECTRONIC COMPUTERS
+5.2%
PHARMACEUTICAL PREPARATIONS
+4.1%