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Neos Investment Management LLC

CIK:0002001019
Asset Manager
$8B AUM
616 holdings
Westport, CT, United States
Founded:2022
21 employees
Latest filing:Jun 30, 2025

NEOS Investment Management LLC is an SEC-registered investment adviser headquartered in Westport, Connecticut, at 13 Riverside Avenue. Founded in 2022, the firm manages over $8 billion in assets, primarily serving investment companies such as ETFs. NEOS focuses on options-based strategies and provides portfolio management services to its clients. The firm employs approximately 21 people, including investment professionals and brokers.

Investment Strategy

NEOS Investment Management LLC specializes in options-based investment strategies, aiming to deliver enhanced income and risk-managed total returns. The firm designs its portfolios around rules-based approaches that seek to capture premium income through options and provide diversified exposure, particularly to large-cap U.S. equities and technology stocks. Its philosophy centers on using systematic derivatives overlays to add incremental yield while managing downside risk for ETF products and institutional clients.

Top Buys
N
NVDANVIDIA CORPORATION
+$294.5M
M
MSFTMICROSOFT CORP
+$257.9M
A
AVGOBROADCOM INC
+$152.1M
A
AMZNAMAZON COM INC
+$115.8M
M
METAMETA PLATFORMS INC
+$106.8M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$9.4M
W
WCCWESCO INTL INC
-$3.9M
A
AITAPPLIED INDL TECHNOLOGIES IN
-$3.6M
C
CRHCRH PLC
-$3.5M
T
TKRTIMKEN CO
-$3.2M

Top Holdings

N
NVDANVIDIA CORPORATION
+7.1%$574.8M
M
MSFTMICROSOFT CORP
+6.8%$552.0M
A
AAPLAPPLE INC
+5.6%$449.8M
A
AMZNAMAZON COM INC
+3.9%$312.6M
A
AVGOBROADCOM INC
+3.1%$253.7M

Equity Positions (611)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION7.12%$574.8M3,638,099$115.01$157.99+$294.5M
M
MSFT
MICROSOFT CORP6.83%$552.0M1,109,718$421.19$497.41+$257.9M
A
AAPL
APPLE INC5.57%$449.8M2,192,436$208.41$205.17+$98.8M
A
AMZN
AMAZON COM INC3.87%$312.6M1,424,994$190.22$219.39+$115.8M
A
AVGO
BROADCOM INC3.14%$253.7M920,290$185.58$275.65+$152.1M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+14.0%
SERVICES-PREPACKAGED SOFTWARE
+12.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.6%
ELECTRONIC COMPUTERS
+5.6%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+3.9%