Home/Smart Money/ATALANTA SOSNOFF CAPITAL, LLC
§ 13F · FUND PROFILE

ATALANTA SOSNOFF CAPITAL, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.9B (13F)Positions · 154Turnover · · Q1Filed · May 15, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$232M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 15, 2026
#TickerNameShares$ value% portΔ Q1
1NVDANVIDIA CORPORATION1.35M$235M5.0%−9%
2AAPLAPPLE INC857K$218M4.7%−1%
3GOOGLALPHABET INC654K$188M4.0%−18%
4AAPLAPPLE INC578K$147M3.2%
5NVDANVIDIA CORPORATION816K$142M3.1%
6MSFTMICROSOFT CORP339K$126M2.7%−25%
7GOOGLALPHABET INC432K$124M2.7%
8AMZNAMAZON COM INC511K$106M2.3%−21%
9AVGOBROADCOM INC318K$98M2.1%+2%
10JPMJPMORGAN CHASE & CO303K$89M1.9%−21%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE ATALANTA SIGNAL

AC read

ATALANTA SOSNOFF CAPITAL, LLC is a Other fund managing $4.9 billion in assets. The fund runs a portfolio of 154 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
ATALANTA SOSNOFF CAPITAL, LLC 13F Holdings & Portfolio Analysis | Acid Capitalist