Neo Ivy Capital Management holds a diversified book of 315 stocks worth $379.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Bruker Corp and trimmed Nvidia Corp. Their largest long position is Qxo Inc at 1% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+24.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Neo Ivy Capital Management's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Neo Ivy Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Neo Ivy Capital Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 80 / 80 | $1.8T |
| BlackRock, Inc. | 80 / 80 | $1.4T |
| VANGUARD CAPITAL MANAGEMENT LLC | 80 / 80 | $1.1T |
| STATE STREET CORP | 80 / 80 | $728.2B |
| FMR LLC | 80 / 80 | $465.0B |
| GEODE CAPITAL MANAGEMENT, LLC | 80 / 80 | $429.0B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 80 / 80 | $383.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $286.4B |
Ranked by how many of Neo Ivy Capital Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Qxo Inc COM | $4.6M | 239.3K | 1.2% | ▲+5.7% Added · +13K sh | |
| 2 | Nvidia Corp COM | $4.6M | 26.2K | 1.2% | ▼−34% Reduced · −13K sh | |
| 3 | Bruker Corp COM | $4.2M | 115.4K | 1.1% | ▲New New position | |
| 4 | Alphabet Inc-C CL C | $4.2M | 14.5K | 1.1% | ▲New New position | |
| 5 | Cognizant Tech-A CL A | $4.1M | 66.4K | 1.1% | ▲New New position | |
| 6 | Travel Plus Leisure Co COM | $3.9M | 56.6K | 1.0% | ▲New New position | |
| 7 | Imax Corp COM | $3.9M | 103.1K | 1.0% | ▼−40% Reduced · −69K sh | |
| 8 | Credo Technology ORD SHS | $3.8M | 40.4K | 1.0% | ▲New New position | |
| 9 | Albemarle Corp COM | $3.8M | 21.0K | 1.0% | ▲New New position | |
| 10 | Loews Corp COM | $3.7M | 35.0K | 1.0% | ▲New New position | |
| 11 | Apple Inc COM | $3.7M | 14.4K | 1.0% | ▼−36% Reduced · −8K sh | |
| 12 | Intuitive Surgic COM | $3.6M | 7.9K | 1.0% | ▲+41% Added · +2K sh | |
| 13 | Ford Motor Co ORD SHS | $3.6M | 313.2K | 1.0% | ▼−46% Reduced · −267K sh | |
| 14 | Kla Corp COM | $3.6M | 2.4K | 0.9% | ▲New New position | |
| 15 | The Cigna Group COM | $3.6M | 13.3K | 0.9% | ▼−21% Reduced · −4K sh | |
| 16 | Palantir Techn-A CL A | $3.4M | 23.3K | 0.9% | ▼−42% Reduced · −17K sh | |
| 17 | Commercial Metal COM | $3.4M | 54.9K | 0.9% | ▲New New position | |
| 18 | Fastly Inc -CL A CL A | $3.3M | 113.3K | 0.9% | ▲New New position | |
| 19 | Microsoft Corp COM | $3.2M | 8.8K | 0.9% | ▲New New position | |
| 20 | Uipath Inc -CL A CL A | $3.2M | 291.6K | 0.9% | ▲+27% Added · +61K sh | |
| 21 | Micron Tech COM | $3.2M | 9.5K | 0.8% | ▲New New position | |
| 22 | Intel Corp COM | $3.2M | 72.7K | 0.8% | ▼−50% Reduced · −74K sh | |
| 23 | Oscar Health -A CL A | $3.1M | 270.1K | 0.8% | ▼−37% Reduced · −161K sh | |
| 24 | Flagstar Bank Na COM | $3.1M | 233.9K | 0.8% | ▲New New position | |
| 25 | Dyne Therapeutic COM | $3.1M | 168.8K | 0.8% | ▼−29% Reduced · −69K sh | |
| 26 | Freeport-McMoran COM | $3.1M | 52.0K | 0.8% | ▲+7.6% Added · +4K sh | |
| 27 | Starbucks Corp COM | $3.0M | 33.8K | 0.8% | ▲+0.7% Added · +219 sh | |
| 28 | Patterson-Uti COM | $3.0M | 278.8K | 0.8% | ▲+174% Added · +177K sh | |
| 29 | Celanese Corp COM | $3.0M | 45.8K | 0.8% | ▲New New position | |
| 30 | Coca-Cola Co COM | $2.9M | 38.6K | 0.8% | ▲+80% Added · +17K sh | |
| 31 | Unitedhealth Grp COM | $2.9M | 10.8K | 0.8% | ▲+32% Added · +3K sh | |
| 32 | Boeing Co COM | $2.9M | 14.4K | 0.8% | ▲New New position | |
| 33 | Adv Micro Device COM | $2.8M | 13.9K | 0.7% | ▼−51% Reduced · −15K sh | |
| 34 | Keurig DR Pepper COM | $2.8M | 106.0K | 0.7% | ▲New New position | |
| 35 | Perimeter Soluti COM | $2.8M | 114.0K | 0.7% | ▲New New position | |
| 36 | GCM Grosvenor-A COM CL A | $2.8M | 282.7K | 0.7% | ▼−0.1% Reduced · −412 sh | |
| 37 | Berkshire Hath-B CL B | $2.7M | 5.6K | 0.7% | ▲+81% Added · +3K sh | |
| 38 | Netflix Inc COM | $2.7M | 28.0K | 0.7% | ▼−62% Reduced · −46K sh | |
| 39 | Amicus Therapeut COM | $2.7M | 186.2K | 0.7% | ▼−56% Reduced · −234K sh | |
| 40 | Vail Resorts COM | $2.7M | 20.9K | 0.7% | ▲New New position | |
| 41 | Crescent Energ-A CL A | $2.7M | 198.0K | 0.7% | ▲New New position | |
| 42 | Comcast Corp-A CL A | $2.7M | 93.4K | 0.7% | ▼−46% Reduced · −80K sh | |
| 43 | Upstart Holdings COM | $2.6M | 103.0K | 0.7% | ▼−27% Reduced · −37K sh | |
| 44 | McCormick-N/V COM | $2.6M | 51.1K | 0.7% | ▲New New position | |
| 45 | Walmart Inc COM | $2.5M | 20.3K | 0.7% | ▲+49% Added · +7K sh | |
| 46 | Rockwell Automat COM | $2.5M | 7.0K | 0.7% | ▲New New position | |
| 47 | Planet Labs PBC COM | $2.5M | 89.3K | 0.7% | ▼−58% Reduced · −124K sh | |
| 48 | TD Synnex Corp COM | $2.5M | 14.7K | 0.7% | ▲New New position | |
| 49 | H&R Block Inc COM | $2.5M | 78.3K | 0.7% | ▲New New position | |
| 50 | Gartner Inc COM | $2.5M | 15.7K | 0.7% | ▲16× Added · +15K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.