§ 13F · FUND PROFILE
ATALANTA SOSNOFF CAPITAL, LLC.
AUM · $5.7B (13F)Positions · 164Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$150M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.48M | $296M | 5.2% | +8% |
| 2 | GOOGL | ALPHABET INC | 739K | $264M | 4.7% | +10% |
| 3 | AAPL | APPLE INC | 903K | $261M | 4.6% | +2% |
| 4 | NVDA | NVIDIA CORPORATION | 848K | $170M | 3.0% | — |
| 5 | AAPL | APPLE INC | 566K | $164M | 2.9% | — |
| 6 | GOOGL | ALPHABET INC | 451K | $161M | 2.8% | — |
| 7 | AMZN | AMAZON COM INC | 665K | $158M | 2.8% | +23% |
| 8 | MU | MICRON TECHNOLOGY INC | 101K | $117M | 2.1% | ±0% |
| 9 | GS | GOLDMAN SACHS GROUP INC | 114K | $115M | 2.0% | +31% |
| 10 | AVGO | BROADCOM INC | 297K | $112M | 2.0% | −7% |
§ 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 $5.7 billion in assets. The fund runs a portfolio of 164 positions.
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