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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0000700529

ATALANTA SOSNOFF CAPITAL, LLC

New York, NY · File #028-01162

Latest AUM
$5.13B
Positions
148
Top-10 Concentration
44.5%
Filings
13

Sector Allocation

Technology
33.8%$1.73B
Healthcare
9.1%$467.8M
Industrials
5.2%$265.4M
Real Estate
2.4%$124.2M
Financials
2.4%$122.4M
Consumer Staples
2.0%$105.6M
Energy
1.8%$93.7M
Utilities
1.5%$77.8M
Materials
0.0%$232,781

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPORATIONNVDA1,446,938$269.9M6.34%
2ALPHABET INCGOOG767,626$240.3M5.64%
3APPLE INCAAPL865,815$235.4M5.53%
4MICROSOFT CORPMSFT457,400$221.2M5.20%
5NVIDIA CORPORATIONNVDA930,181$173.5M4.08%
6ALPHABET INCGOOG551,413$172.6M4.05%
7APPLE INCAAPL578,795$157.4M3.70%
8AMAZON COM INCAMZN662,876$153.0M3.59%
9MICROSOFT CORPMSFT304,325$147.2M3.46%
10JPMORGAN CHASE & CO.VYLD382,891$123.4M2.90%
11META PLATFORMS INCMETA172,178$113.7M2.67%
12AMAZON COM INCAMZN482,723$111.4M2.62%
13BROADCOM INCAVGO318,238$110.1M2.59%
14JPMORGAN CHASE & CO.VYLD278,706$89.8M2.11%
15BROADCOM INCAVGO243,090$84.1M1.98%
16META PLATFORMS INCMETA126,071$83.2M1.96%
17ELI LILLY & COLLY76,710$82.4M1.94%
18RTX CORPORATIONRTX431,391$79.1M1.86%
19SCHWAB CHARLES CORPSCHW-PJ786,069$78.5M1.85%
20GE AEROSPACE369604301243,589$75.0M1.76%