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Adviser Profile

Registration status Registration Changed to NEO IVY CAPITAL MANAGEMENT, LLC
Exempt Reporting Adviser 2B(3)- PF>150mn act solely as an adviser to private funds but you are no longer eligible to check box 2.B.(2) because you have assets under management, as defined in rule 203(m)-1, in the United States of $150 million or more
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info 646 xxxxxxx

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$4,787,724 % Position2.00% $ Change137241.00% # Change54.00%
Stck Ticker073685109 Stock NameQXO BUILDING PRO $ Position$5,382,434 % Position2.00% $ Change374721.00% # Change208.00%
Stck Ticker852234103 Stock NameBLOCK INC $ Position$2,670,536 % Position1.00% $ Change # Change
Stck Ticker95058W100 Stock NameWENDY'S CO/THE $ Position$1,952,753 % Position1.00% $ Change52351.00% # Change-42.00%
Stck Ticker879369106 Stock NameTELEFLEX INC $ Position$2,304,180 % Position1.00% $ Change # Change
Stck Ticker831865209 Stock NameSMITH (A.O.)CORP $ Position$2,089,951 % Position1.00% $ Change # Change
Stck Ticker30231G102 Stock NameEXXON MOBIL CORP $ Position$2,664,032 % Position1.00% $ Change36484.00% # Change-67.00%
Stck Ticker58933Y105 Stock NameMERCK & CO $ Position$4,061,460 % Position1.00% $ Change150213.00% # Change67.00%
Stck Ticker67066G104 Stock NameNVIDIA CORP $ Position$4,102,833 % Position1.00% $ Change50260.00% # Change-38.00%
Stck Ticker75513E101 Stock NameRTX CORP $ Position$2,102,934 % Position1.00% $ Change # Change