Kinneret Advisory, LLC
CIK:0001569518
Asset Manager
$2B AUM
237 holdings
New York, NY, US
Kinneret Advisory, LLC is an investment advisory firm headquartered in New York, NY. Founded in 2012, the firm specializes in institutional asset management and serves a range of clients including pension funds and other institutional investors. With approximately 11 employees, Kinneret Advisory focuses on delivering professional investment management services.
Investment Strategy
Kinneret Advisory, LLC employs a diversified investment approach focusing on long-term growth, risk management, and institutional-grade portfolio construction. The firm manages assets for institutional clients, emphasizing strategic allocation and detailed analysis to optimize returns while controlling risk.
Top Buys
N
NVDANVIDIA CORPORATION+$30.6M
M
MSFTMICROSOFT CORP+$22.2M
C
COKECOCA COLA CONS INC+$13.2M
G
GOOGLALPHABET INC+$4.8M
T
TSLATESLA INC+$4.5M
Top Sells
K
KOCOCA COLA CO-$13.4M
A
AAPLAPPLE INC-$3.2M
B
BMYBRISTOL-MYERS SQUIBB CO-$1.9M
U
UNHUNITEDHEALTH GROUP INC-$1.7M
A
ABBVABBVIE INC-$1.4M
Top Holdings
N
NVDANVIDIA CORPORATION+8.9%$97.8M
M
MSFTMICROSOFT CORP+8.3%$90.7M
G
GOOGLALPHABET INC+3.6%$39.3M
A
AAPLAPPLE INC+3.5%$38.4M
T
TSLATESLA INC+2.3%$24.9M
Equity Positions (235)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.90% | $97.8M | 618,927 | $6.25 | $157.99 | +$30.6M |
M MSFT | MICROSOFT CORP | 8.26% | $90.7M | 182,404 | $115.39 | $497.41 | +$22.2M |
G GOOGL | ALPHABET INC | 3.58% | $39.3M | 222,890 | $56.06 | $176.23 | +$4.8M |
A AAPL | APPLE INC | 3.49% | $38.4M | 186,969 | $50.60 | $205.17 | -$3.2M |
T TSLA | TESLA INC | 2.26% | $24.9M | 78,243 | $55.78 | $317.66 | +$4.5M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+13.6%
SEMICONDUCTORS & RELATED DEVICES
+12.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.6%
PHARMACEUTICAL PREPARATIONS
+4.7%
SERVICES-BUSINESS SERVICES, NEC
+4.1%