Corient IA LLC

CIK: 0002058426SEC EDGAR →

Portfolio Value

$106.0B

Holdings

207

As of

Q4 2025

New Positions

19

Closed Positions

71

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Nvidia Corp

11,500$2.0B
1.89%
2

Howmet Aerospace Inc

14,000$2.0B
1.89%
3

ASML Hldg NV NY Reg Shs

1,573$1.0B
0.94%
4

Curtiss-Wright Corp

2,000$1.0B
0.94%
5

Palo Alto Networks Inc

10,800$1.0B
0.94%
6

Netflix Inc

15,980$1.0B
0.94%
7

Intuitive Surgical Inc

3,050$1.0B
0.94%
8

Advanced Micro Devices

5,000$1.0B
0.94%
9

Embraer SA Sp ADR

19,920$1.0B
0.94%
10

Broadcom Inc

4,000$1.0B
0.94%

Quarterly Changes

Top Buys

NFLX↑ Increased
$1.9B
NOW↑ Increased
$920.3M
BN↑ Increased
$771.5M
YETINEW
$0
XPONEW
$0

Top Sells

FOACLOSED
$1.8B
EXECLOSED
$1.3B
AESICLOSED
$1.3B
LLY↓ Decreased
$1.3B
Softbank Grp Corp Unsp ADRCLOSED
$1.3B

New Positions (15)

$0 · 5K shares
$0 · 2K shares
$0 · 3K shares
$0 · 8K shares
$0 · 6K shares
$0 · 2K shares
$0 · 5K shares
Quanta Services Inc
$0 · 2K shares
Amphastar Pharma Inc
$0 · 8K shares
$0 · 500 shares
$0 · 3K shares
$0 · 10K shares
$0 · 8K shares
$0 · 12K shares
$0 · 4K shares

Closed Positions (45)

$1.8B · 80K shares
$1.3B · 13K shares
$1.3B · 115K shares
Softbank Grp Corp Unsp ADR
$1.3B · 20K shares
Tencent Hldgs Ltd Unsp ADR
$1.1B · 13K shares
Dassault Aviation SA
$1.0B · 3K shares
$910.3M · 133K shares
$828.8M · 2K shares
$810.1M · 6K shares
$788.2M · 135K shares
$618.1M · 34K shares
$592.8M · 10K shares
$502.0M · 3K shares
$482.6M · 14K shares
$462.8M · 500 shares
$458.9M · 5K shares
$445.4M · 15K shares
$362.9M · 10K shares
$355.5M · 1K shares
$348.6M · 20K shares
$325.6M · 3K shares
$311.1M · 15K shares
$311.1M · 4K shares
$302.3M · 10K shares
Gannett Co Inc
$299.4M · 73K shares
$292.6M · 4K shares
$278.8M · 5K shares
$252.3M · 5K shares
$244.1M · 15K shares
$239.8M · 3K shares
$233.4M · 10K shares
$226.2M · 700 shares
$221.3M · 2K shares
$219.9M · 5K shares
$216.2M · 16K shares
$215.6M · 7K shares
$215.6M · 3K shares
$214.6M · 1K shares
$210.3M · 5K shares
$209.8M · 700 shares
$202.3M · 4K shares
$200.9M · 1K shares
$136.2M · 10K shares
$70.2M · 23K shares
NioCorp Developments Ltd
$66.8M · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Technology37$10.0B47.6%
Industrials47$5.0B23.8%
Consumer Cyclical23$3.0B14.3%
Healthcare27$1.0B4.8%
Consumer Defensive3$1.0B4.8%
Communication Services11$1.0B4.8%
Basic Materials12$00.0%
Energy11$00.0%
Financial Services8$00.0%
Unknown24$00.0%
Utilities4$00.0%