13F HOLDINGS REPORT
Chiron Investment Management, LLC
Quarter ended Q3 2024 · Filed November 18, 2024 · Accession 0001688882-24-000005
Total Value
$284.4M
Positions
91
Other Managers
1
Confidential Omitted
No
Holdings (91)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 111,878 | $13.6M | 4.78% |
| 2 | APPLE INC | AAPL | 56,204 | $13.1M | 4.61% |
| 3 | NEWMONT CORP | NEMCL | 240,683 | $12.9M | 4.52% |
| 4 | BARRICK GOLD CORP | 067901108 | 604,199 | $12.0M | 4.23% |
| 5 | SERVICENOW INC | NOW | 13,131 | $11.7M | 4.13% |
| 6 | MICROSOFT CORP | MSFT | 22,407 | $9.6M | 3.39% |
| 7 | AMERICAN TOWER CORP NEW | 03027X100 | 37,906 | $8.8M | 3.10% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 41,508 | $8.8M | 3.08% |
| 9 | ELEVANCE HEALTH INC | ELV | 16,121 | $8.4M | 2.95% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 47,461 | $8.2M | 2.90% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17,741 | $8.2M | 2.87% |
| 12 | AMAZON COM INC | AMZN | 43,790 | $8.2M | 2.87% |
| 13 | CHIPOTLE MEXICAN GRILL INC | CMG | 135,416 | $7.8M | 2.74% |
| 14 | UBER TECHNOLOGIES INC | UBER | 101,420 | $7.6M | 2.68% |
| 15 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 46,992 | $7.5M | 2.65% |
| 16 | AGNICO EAGLE MINES LTD | AEM | 84,570 | $6.8M | 2.40% |
| 17 | COLGATE PALMOLIVE CO | CL | 61,741 | $6.4M | 2.25% |
| 18 | INTUITIVE SURGICAL INC | ISRG | 12,668 | $6.2M | 2.19% |
| 19 | PAYPAL HLDGS INC | PYPL | 76,696 | $6.0M | 2.10% |
| 20 | NETFLIX INC | NFLX | 8,296 | $5.9M | 2.07% |
| 21 | ENERGY TRANSFER L P | ET-PI | 343,777 | $5.5M | 1.94% |
| 22 | MERCADOLIBRE INC | MELI | 2,644 | $5.4M | 1.91% |
| 23 | PROGRESSIVE CORP | 743315103 | 20,194 | $5.1M | 1.80% |
| 24 | FISERV INC | FISV | 26,213 | $4.7M | 1.66% |
| 25 | META PLATFORMS INC | META | 8,154 | $4.7M | 1.64% |
| 26 | PHILIP MORRIS INTL INC | 718172109 | 35,360 | $4.3M | 1.51% |
| 27 | GE AEROSPACE | 369604301 | 22,742 | $4.3M | 1.51% |
| 28 | PROCTER AND GAMBLE CO | 742718109 | 24,691 | $4.3M | 1.50% |
| 29 | FERRARI N V | RACE | 8,921 | $4.2M | 1.47% |
| 30 | EXXON MOBIL CORP | XOM | 35,744 | $4.2M | 1.47% |
| 31 | ARISTA NETWORKS INC | ANET | 9,914 | $3.8M | 1.34% |
| 32 | HCA HEALTHCARE INC | HCA | 8,729 | $3.5M | 1.25% |
| 33 | COSTCO WHSL CORP NEW | 22160K105 | 3,514 | $3.1M | 1.10% |
| 34 | ALIBABA GROUP HLDG LTD | BBAAY | 25,909 | $2.7M | 0.97% |
| 35 | ALPHABET INC | GOOG | 15,258 | $2.6M | 0.90% |
| 36 | HOME DEPOT INC | HD | 5,937 | $2.4M | 0.85% |
| 37 | 3M CO | MMM | 16,824 | $2.3M | 0.81% |
| 38 | ABBVIE INC | ABBV | 10,752 | $2.1M | 0.75% |
| 39 | EQUINIX INC | EQIX | 2,380 | $2.1M | 0.74% |
| 40 | VERIZON COMMUNICATIONS INC | VZ | 46,892 | $2.1M | 0.74% |
| 41 | ORACLE CORP | ORCL-PD | 12,353 | $2.1M | 0.74% |
| 42 | DUKE ENERGY CORP NEW | DUKB | 17,484 | $2.0M | 0.71% |
| 43 | TESLA INC | TSLA | 6,130 | $1.6M | 0.56% |
| 44 | MASTERCARD INCORPORATED | MA | 3,037 | $1.5M | 0.53% |
| 45 | REGENERON PHARMACEUTICALS | REGN | 1,389 | $1.5M | 0.51% |
| 46 | NETAPP INC | NTAP | 11,106 | $1.4M | 0.48% |
| 47 | HALOZYME THERAPEUTICS INC | HALO | 23,502 | $1.3M | 0.47% |
| 48 | DIGITAL RLTY TR INC | 253868103 | 8,266 | $1.3M | 0.47% |
| 49 | ZILLOW GROUP INC | Z | 20,218 | $1.3M | 0.45% |
| 50 | TKO GROUP HOLDINGS INC | TKO | 9,644 | $1.2M | 0.42% |
| 51 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 8,391 | $1.2M | 0.41% |
| 52 | MOODYS CORP | MCO | 2,265 | $1.1M | 0.38% |
| 53 | MOTOROLA SOLUTIONS INC | MSI | 1,903 | $855,646 | 0.30% |
| 54 | WYNN RESORTS LTD | WYNN | 8,869 | $850,360 | 0.30% |
| 55 | VISTRA CORP | VST | 6,739 | $798,841 | 0.28% |
| 56 | PDD HOLDINGS INC | PDD | 5,858 | $789,717 | 0.28% |
| 57 | UNITED MICROELECTRONICS CORP | UMC | 89,657 | $754,912 | 0.27% |
| 58 | CATERPILLAR INC | CAT | 1,740 | $680,549 | 0.24% |
| 59 | CONSOL ENERGY INC NEW | 20854L108 | 5,919 | $619,423 | 0.22% |
| 60 | CUBESMART | CUBE | 11,472 | $617,538 | 0.22% |
| 61 | NEXSTAR MEDIA GROUP INC | NXST | 3,530 | $583,686 | 0.21% |
| 62 | AMGEN INC | AMGN | 1,590 | $512,314 | 0.18% |
| 63 | FREEPORT-MCMORAN INC | FCX | 9,532 | $475,837 | 0.17% |
| 64 | MANHATTAN ASSOCIATES INC | MANH | 1,519 | $427,416 | 0.15% |
| 65 | SIMON PPTY GROUP INC NEW | 828806109 | 2,528 | $427,283 | 0.15% |
| 66 | APOLLO GLOBAL MGMT INC | 03769M106 | 3,178 | $396,964 | 0.14% |
| 67 | EVERCORE INC | EVR | 1,557 | $394,450 | 0.14% |
| 68 | FORTINET INC | FTNT | 5,076 | $393,644 | 0.14% |
| 69 | KLA CORP | KLAC | 505 | $391,077 | 0.14% |
| 70 | UNITED THERAPEUTICS CORP DEL | UTHR | 1,090 | $390,602 | 0.14% |
| 71 | COMMVAULT SYS INC | CVLT | 2,526 | $388,625 | 0.14% |
| 72 | BOOKING HOLDINGS INC | BKNG | 92 | $387,515 | 0.14% |
| 73 | ISHARES BITCOIN TRUST ETF | IBIT | 10,520 | $380,088 | 0.13% |
| 74 | CHENIERE ENERGY INC | LNG | 2,067 | $371,729 | 0.13% |
| 75 | EQUITABLE HLDGS INC | EQH-PC | 8,136 | $341,956 | 0.12% |
| 76 | INTERDIGITAL INC | IDCC | 2,272 | $321,783 | 0.11% |
| 77 | MARATHON PETE CORP | MARA | 1,788 | $291,283 | 0.10% |
| 78 | MARATHON OIL CORP | MARA | 9,206 | $245,156 | 0.09% |
| 79 | PEABODY ENERGY CORP | BTU | 8,800 | $233,552 | 0.08% |
| 80 | HESS MIDSTREAM LP | HESM | 6,252 | $220,508 | 0.08% |
| 81 | NATIONAL FUEL GAS CO | NFG | 3,297 | $199,831 | 0.07% |
| 82 | GEN DIGITAL INC | GENVR | 7,182 | $197,002 | 0.07% |
| 83 | BLUE OWL CAPITAL INC | OWL | 10,104 | $195,613 | 0.07% |
| 84 | CUMMINS INC | CMI | 601 | $194,598 | 0.07% |
| 85 | COTERRA ENERGY INC | CTRA | 8,089 | $193,732 | 0.07% |
| 86 | CARLISLE COS INC | 142339100 | 427 | $192,043 | 0.07% |
| 87 | GAMING & LEISURE PPTYS INC | 36467J108 | 3,718 | $191,291 | 0.07% |
| 88 | GENERAL DYNAMICS CORP | GD | 620 | $187,364 | 0.07% |
| 89 | MAGNOLIA OIL & GAS CORP | MGY | 7,628 | $186,276 | 0.07% |
| 90 | LOCKHEED MARTIN CORP | LMT | 318 | $185,890 | 0.07% |
| 91 | ENERPAC TOOL GROUP CORP | EPAC | 4,391 | $183,939 | 0.06% |