account_balance
Investment manager · 13F filer · SEC CIK 700529
Atalanta Sosnoff Capital, LLC
Reported value$5.51Bas of Sep 30, 2026
Positions131 26 new, 7 sold out
Top 10 weight51.1%NVDA alone is 10%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.5%
AAPLApple Inc.
8.6%Trimmed −3%
GOOGLAlphabet Inc.
7.4%
MSFTMicrosoft Corp
6.3%Added +36%
AMZNAmazon.com Inc
5.4%Added +8%
MUMicron Technology Inc
3.3%
JPMJPMorgan Chase & Co
3.2%
AMDAdvanced Micro Devices Inc
2.7%Added +22%
METAMeta Platforms, Inc.
2.5%+81%
BACBank of America Corp
2.2%
AVGOBroadcom Inc.
2.1%−37%
CSCOCisco Systems, Inc.
1.9%−2%
NVDANVIDIA Corp
9.5%
AAPLApple Inc.
8.6%Trimmed −3%
GOOGLAlphabet Inc.
7.4%
MSFTMicrosoft Corp
6.3%+36%
AMZNAmazon.com Inc
5.4%+8%
MU3.3%JPMJPMorgan Chase & Co
3.2%
AMDAdvanced Micro Devices Inc
2.7%
METABACAVGOCSCOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.5% HeldAAPL Apple Inc. 8.6% Trimmed −3%GOOGL Alphabet Inc. 7.4% HeldMSFT Microsoft Corp 6.3% Added +36%AMZN Amazon.com Inc 5.4% Added +8%MU Micron Technology Inc 3.3% HeldJPM JPMorgan Chase & Co 3.2% HeldAMD Advanced Micro Devices Inc 2.7% Added +22%META Meta Platforms, Inc. 2.5% Added +81%BAC Bank of America Corp 2.2% Added +31%AVGO Broadcom Inc. 2.1% Trimmed −37%CSCO Cisco Systems, Inc. 1.9% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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