Chiron Investment Management, LLC Top Holdings and 13F Report (2025) About Chiron Investment Management, LLCInvestment ActivityChiron Investment Management, LLC has $300.27 million in total holdings as of December 31, 2024.Chiron Investment Management, LLC owns shares of 86 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 44.20% of the portfolio was purchased this quarter.About 40.18% of the portfolio was sold this quarter.This quarter, Chiron Investment Management, LLC has purchased 91 new stocks and bought additional shares in 27 stocks.Chiron Investment Management, LLC sold shares of 16 stocks and completely divested from 37 stocks this quarter.Largest Holdings Microsoft $15,152,082NVIDIA $14,895,984Amazon.com $13,433,030Apple $12,104,552Taiwan Semiconductor Manufacturing $11,298,995 Largest New Holdings this Quarter Palo Alto Networks $5,740,110 HoldingBoston Scientific $5,683,342 HoldingARISTA NETWORKS INC $5,530,037 HoldingSalesforce $5,384,050 HoldingAbbott Laboratories $5,296,602 Holding Largest Purchases this Quarter Palo Alto Networks 31,546 shares (about $5.74M)Microsoft 13,541 shares (about $5.71M)Boston Scientific 63,629 shares (about $5.68M)ARISTA NETWORKS INC 50,032 shares (about $5.53M)Salesforce 16,104 shares (about $5.38M) Largest Sales this Quarter Barrick Gold 481,633 shares (about $7.47M)Newmont 189,331 shares (about $7.05M)ServiceNow 6,160 shares (about $6.53M)Colgate-Palmolive 50,854 shares (about $4.62M)Agnico Eagle Mines 35,545 shares (about $2.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofChiron Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$15,152,082$5,707,532 ▲60.4%35,9485.0%Computer and TechnologyNVDANVIDIA$14,895,984$128,113 ▼-0.9%110,9245.0%Computer and TechnologyAMZNAmazon.com$13,433,030$3,825,942 ▲39.8%61,2294.5%Retail/WholesaleAAPLApple$12,104,552$1,970,054 ▼-14.0%48,3374.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$11,298,995$1,925,922 ▲20.5%57,2133.8%Computer and TechnologyMETAMeta Platforms$8,386,845$3,612,597 ▲75.7%14,3242.8%Computer and TechnologyPMPhilip Morris International$8,092,695$3,837,119 ▲90.2%67,2432.7%Consumer StaplesBRK.BBerkshire Hathaway$8,041,6400.0%17,7412.7%FinanceJPMJPMorgan Chase & Co.$7,848,345$2,101,538 ▼-21.1%32,7412.6%FinanceGOOGAlphabet$7,841,557$4,935,824 ▲169.9%41,1762.6%Computer and TechnologyNOWServiceNow$7,390,097$6,530,340 ▼-46.9%6,9712.5%Computer and TechnologyETEnergy Transfer$6,734,5910.0%343,7772.2%Oils/EnergyGEGeneral Electric$6,692,282$2,899,144 ▲76.4%40,1242.2%TransportationNFLXNetflix$6,550,311$844,080 ▼-11.4%7,3492.2%Consumer DiscretionaryCOSTCostco Wholesale$6,412,057$3,192,284 ▲99.1%6,9982.1%Retail/WholesaleMAMastercard$5,756,990$4,157,797 ▲260.0%10,9331.9%Business ServicesPANWPalo Alto Networks$5,740,110$5,740,110 ▲New Holding31,5461.9%Computer and TechnologyXOMExxon Mobil$5,710,891$1,865,909 ▲48.5%53,0901.9%Oils/EnergyBSXBoston Scientific$5,683,342$5,683,342 ▲New Holding63,6291.9%MedicalPGRProgressive$5,649,764$811,080 ▲16.8%23,5791.9%FinanceARISTA NETWORKS INC$5,530,037$5,530,037 ▲New Holding50,0321.8%COM SHSWYNNWynn Resorts$5,487,186$4,723,033 ▲618.1%63,6861.8%Consumer DiscretionaryCRMSalesforce$5,384,050$5,384,050 ▲New Holding16,1041.8%Computer and TechnologyABTAbbott Laboratories$5,296,602$5,296,602 ▲New Holding46,8271.8%MedicalPYPLPayPal$4,841,906$1,704,098 ▼-26.0%56,7301.6%Computer and TechnologyEQIXEquinix$4,772,909$2,528,831 ▲112.7%5,0621.6%FinanceBMYBristol-Myers Squibb$4,767,669$4,767,669 ▲New Holding84,2941.6%MedicalISRGIntuitive Surgical$4,733,133$1,879,056 ▼-28.4%9,0681.6%MedicalVVisa$4,208,073$4,208,073 ▲New Holding13,3151.4%Business ServicesGSThe Goldman Sachs Group$4,003,759$4,003,759 ▲New Holding6,9921.3%FinanceINTUIntuit$3,938,810$3,938,810 ▲New Holding6,2671.3%Computer and TechnologyCMICummins$3,859,002$3,649,493 ▲1,741.9%11,0701.3%Auto/Tires/TrucksAEMAgnico Eagle Mines$3,834,245$2,779,974 ▼-42.0%49,0251.3%Basic MaterialsPHParker-Hannifin$3,684,522$3,684,522 ▲New Holding5,7931.2%Industrial ProductsMSIMotorola Solutions$3,554,086$2,674,462 ▲304.0%7,6891.2%Computer and TechnologyTSLATesla$3,480,697$1,005,158 ▲40.6%8,6191.2%Auto/Tires/TrucksDLRDigital Realty Trust$3,207,190$1,741,380 ▲118.8%18,0861.1%FinanceBABAAlibaba Group$3,088,052$891,228 ▲40.6%36,4201.0%Retail/WholesaleHONHoneywell International$3,029,637$3,029,637 ▲New Holding13,4121.0%Multi-Sector ConglomeratesTJXTJX Companies$2,974,342$2,974,342 ▲New Holding24,6201.0%Retail/WholesaleVSTVistra$2,713,144$1,784,038 ▲192.0%19,6790.9%UtilitiesISHARES BITCOIN TRUST ETF$2,673,561$2,115,475 ▲379.1%50,3970.9%SHS BEN INTMELIMercadoLibre$2,649,286$1,846,678 ▼-41.1%1,5580.9%Retail/WholesaleCHENIERE ENERGY INC$2,196,186$1,752,050 ▲394.5%10,2210.7%COM NEWMMM3M$2,171,8100.0%16,8240.7%Multi-Sector ConglomeratesGE VERNOVA INC$2,004,499$2,004,499 ▲New Holding6,0940.7%COMCRWDCrowdStrike$1,958,182$1,958,182 ▲New Holding5,7230.7%Computer and TechnologyNEMNewmont$1,911,321$7,046,898 ▼-78.7%51,3520.6%Basic MaterialsGOLDBarrick Gold$1,899,773$7,465,312 ▼-79.7%122,5660.6%Basic MaterialsIBKRInteractive Brokers Group$1,482,4380.0%8,3910.5%FinanceQLYSQualys$1,410,753$1,410,753 ▲New Holding10,0610.5%Computer and TechnologyNTAPNetApp$1,289,1840.0%11,1060.4%Computer and TechnologyZZillow Group$1,240,708$256,435 ▼-17.1%16,7550.4%FinanceLPLALPL Financial$1,203,842$1,203,842 ▲New Holding3,6870.4%FinanceMCOMoody's$1,072,1830.0%2,2650.4%FinanceCORE SCIENTIFIC INC NEW$1,069,767$1,069,767 ▲New Holding76,1400.4%COMDDOGDatadog$1,007,660$1,007,660 ▲New Holding7,0520.3%Computer and TechnologyCLColgate-Palmolive$989,737$4,623,136 ▼-82.4%10,8870.3%Consumer StaplesKLACKLA$982,987$664,776 ▲208.9%1,5600.3%Computer and TechnologyORCLOracle$976,010$1,082,493 ▼-52.6%5,8570.3%Computer and TechnologyIRENIris Energy$955,496$955,496 ▲New Holding97,3010.3%Oils/EnergyMARAMARA$926,408$926,408 ▲New Holding55,2420.3%Business ServicesUNHUnitedHealth Group$884,749$884,749 ▲New Holding1,7490.3%MedicalBTUPeabody Energy$863,189$678,917 ▲368.4%41,2220.3%Oils/EnergyTEAMAtlassian$820,434$820,434 ▲New Holding3,3710.3%Computer and TechnologyCCitigroup$802,587$802,587 ▲New Holding11,4020.3%FinanceAVGOBroadcom$779,446$779,446 ▲New Holding3,3620.3%Computer and TechnologyUTHRUnited Therapeutics$731,790$347,194 ▲90.3%2,0740.2%MedicalCONSOL ENERGY INC NEW$719,450$88,011 ▲13.9%6,7440.2%COMNRGNRG Energy$702,543$702,543 ▲New Holding7,7870.2%UtilitiesFTNTFortinet$479,5800.0%5,0760.2%Computer and TechnologyCORPAY INC$462,620$462,620 ▲New Holding1,3670.2%COM SHSBKNGBooking$457,0950.0%920.2%Retail/WholesaleTKO GROUP HOLDINGS INC$443,667$926,841 ▼-67.6%3,1220.1%CL AGENGenesis Healthcare$440,489$243,846 ▲124.0%16,0880.1%Business ServicesCVLTCommvault Systems$432,659$51,460 ▲13.5%2,8670.1%Computer and TechnologyEVREvercore$431,5850.0%1,5570.1%FinanceMANHManhattan Associates$410,4950.0%1,5190.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$404,167$404,167 ▲New Holding5,3440.1%CL AVIRTVirtu Financial$401,757$401,757 ▲New Holding11,2600.1%FinanceGPNGlobal Payments$399,494$399,494 ▲New Holding3,5650.1%Business ServicesPDDPDD$377,000$191,167 ▼-33.6%3,8870.1%Retail/WholesaleFCXFreeport-McMoRan$362,9790.0%9,5320.1%Basic MaterialsMSTRMicroStrategy$209,395$209,395 ▲New Holding7230.1%Computer and TechnologyAPPLOVIN CORP$193,650$193,650 ▲New Holding5980.1%COM CL ASESEA$183,235$183,235 ▲New Holding1,7270.1%Computer and TechnologyAMTAmerican Tower$0$8,815,419 ▼-100.0%00.0%FinanceELVElevance Health$0$8,382,920 ▼-100.0%00.0%MedicalCMGChipotle Mexican Grill$0$7,802,670 ▼-100.0%00.0%Retail/WholesaleUBERUber Technologies$0$7,622,727 ▼-100.0%00.0%Computer and TechnologyICEIntercontinental Exchange$0$7,548,795 ▼-100.0%00.0%FinanceFIFiserv$0$4,709,165 ▼-100.0%00.0%Business ServicesPGProcter & Gamble$0$4,276,481 ▼-100.0%00.0%Consumer StaplesRACEFerrari$0$4,193,851 ▼-100.0%00.0%Auto/Tires/TrucksANETArista Networks$0$3,805,191 ▼-100.0%00.0%Computer and TechnologyHCAHCA Healthcare$0$3,547,727 ▼-100.0%00.0%MedicalHDHome Depot$0$2,405,672 ▼-100.0%00.0%Retail/WholesaleABBVAbbVie$0$2,123,305 ▼-100.0%00.0%MedicalVZVerizon Communications$0$2,105,920 ▼-100.0%00.0%Computer and TechnologyDUKDuke Energy$0$2,015,905 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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