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Atalanta Sosnoff Capital, LLC
Craig Steinberg · Investment Advisor · Growth
Atalanta Sosnoff Capital, LLC is a New York-based SEC-registered investment adviser founded in 1981. The firm manages investment portfolios for a wide range of institutional and high-net-worth clients, including Taft-Hartley funds, pension plans, endowments, and charitable organizations. Known for its disciplined, research-driven approach, the firm specializes in managing equity and fixed income strategies. Atalanta Sosnoff has established a legacy of navigating diverse market environments by combining intensive fundamental research with macroeconomic analysis, maintaining a primary focus on large-capitalization U.S. equities to deliver consistent long-term performance and client service excellence.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.4% |
| YTD return | +13.5% |
| Sharpe ratio | 3.27 |
| Win rate | 57% |
| AUM | $3.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.atalantasosnoff.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 13.7% | +19.8% |
| AAPL | Apple Inc | 12.0% | +28.6% |
| GOOGL | Alphabet Inc Class A | 10.4% | +30.4% |
| AMZN | Amazon.com Inc | 7.3% | +11.1% |
| MSFT | Microsoft Corporation | 6.4% | +0.2% |
| AVGO | Broadcom Inc | 4.8% | +4.7% |
| JPM | JPMorgan Chase & Co | 4.8% | +10.3% |
| GS | Goldman Sachs Group Inc | 4.8% | +9.9% |
| MU | Micron Technology Inc | 4.3% | +232.3% |
| CAT | Caterpillar Inc | 3.7% | +0.2% |
| GEV | GE Vernova LLC | 3.1% | -2.2% |
| UNH | UnitedHealth Group Incorporated | 3.0% | -7.2% |
| GE | GE Aerospace | 2.9% | -13.2% |
| COST | Costco Wholesale Corp | 2.8% | -11.2% |
| MCK | McKesson Corporation | 2.8% | +16.0% |
| CSCO | Cisco Systems Inc | 2.8% | -4.7% |
| BAC | Bank of America Corp | 2.7% | -12.8% |
| DAL | Delta Air Lines Inc | 2.7% | -5.9% |
| MRK | Merck & Company Inc | 2.5% | +1.7% |
| AMD | Advanced Micro Devices Inc | 2.4% | +30.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | DAL | 2.7% → 2.7% |
| Sep 7, 2026 | BUY | MRK | 2.4% → 2.5% |
| Sep 7, 2026 | SELL | UNH | 3.0% → 3.0% |
| Sep 7, 2026 | BUY | MU | 3.9% → 4.3% |
| Sep 7, 2026 | BUY | BAC | 2.7% → 2.7% |
Investment Style Analysis
Atalanta Sosnoff Capital, LLC is widely recognized for employing a Growth strategy. As of Sep 22, 2026, the firm oversees approximately $3.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Atalanta Sosnoff Capital, LLC made a significant move by reducing the position in DAL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Atalanta Sosnoff’s investment philosophy is anchored in the concept of "earnings acceleration," which the firm views as a refinement of traditional growth investing. The strategy focuses on identifying companies poised for a period of earnings growth that exceeds their recent historical rates, typically over a 12 to 24-month horizon. By targeting these inflection points, the firm aims to benefit from both the earnings increase and the valuation multiple expansion that often follows. This approach combines rigorous bottom-up security selection with a top-down assessment of macroeconomic and geopolitical themes, allowing for active sector allocation and a defensive posture through cash utilization during periods of market volatility.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Atalanta Sosnoff Capital, LLC.
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Frequently asked questions
How is the simulated portfolio for Atalanta Sosnoff Capital, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Atalanta Sosnoff Capital, LLC's largest holding?
As of the latest filing, Atalanta Sosnoff Capital, LLC's top position is NVIDIA Corporation (NVDA), representing 13.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Atalanta Sosnoff Capital, LLC's historical performance and risk profile?
Our simulation indicates a total return of +21.4% with a win rate of 57%. Notably, the portfolio maintains a Sharpe Ratio of 3.27, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Atalanta Sosnoff Capital, LLC primarily invest in?
Atalanta Sosnoff Capital, LLC has a strong preference for the Semiconductors sector, which makes up 25.3% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Atalanta Sosnoff Capital, LLC's portfolio concentrated or diversified?
Atalanta Sosnoff Capital, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Atalanta Sosnoff Capital, LLC performed in 2026?
Our AI-simulated model portfolio for Atalanta Sosnoff Capital, LLC tracks a Year-to-Date (YTD) return of +13.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Craig Steinberg manage Atalanta Sosnoff Capital, LLC directly?
Yes, Craig Steinberg serves as the key portfolio manager for Atalanta Sosnoff Capital, LLC, overseeing the investment strategy and final capital allocation decisions.