ATALANTA SOSNOFF CAPITAL, LLC: 13F holdings
CIK 7005292026Q2
| Positions | 112 |
|---|
| Reported value | $5.7bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 112 (+8 vs prior quarter) |
|---|
| Reported value | $5.7bn (+22.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 2,326,164 | $465.4m | 8.2% |
| GOOGL ALPHABET INC | 1,189,994 | $425.3m | 7.5% |
| AAPL APPLE INC | 1,468,865 | $425.0m | 7.5% |
| AMZN AMAZON COM INC | 1,110,769 | $264.7m | 4.7% |
| AVGO BROADCOM INC | 532,295 | $201.1m | 3.5% |
| MU MICRON TECHNOLOGY INC | 168,134 | $194.1m | 3.4% |
| CAT CATERPILLAR INC | 176,008 | $187.4m | 3.3% |
| MSFT MICROSOFT CORP | 500,784 | $186.8m | 3.3% |
| GS GOLDMAN SACHS GROUP INC | 182,298 | $184.4m | 3.2% |
| JPM JPMORGAN CHASE & CO | 525,934 | $172.2m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="700529")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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