ARS Investment Partners, LLC
SEC Form 13F institutional filer · CIK 0000733020
13F-HR · 97 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.53B
Top-10 concentration
44.5%
ARS Investment Partners, LLC — $1.53B AUM allocation strategy
ARS Investment Partners, LLC files SEC Form 13F and reports $1.53B of long US equity value across 97 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.3%, followed by Industrials 14.4% and Materials 12.8%.
The top 10 holdings account for 45% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ARS Investment Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.53B
total across 97 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
45% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FCX +147K sh · +$16M+$BX +141K sh · +$6.69M+$BMY +107K sh · +$7.82M
Biggest trims (shares)
−$GM −311K sh · −$25.3M−$WDC −67.3K sh · +$7.25M−$LRCX −50.5K sh · +$7.72M
Exited to nil (held last quarter, gone now)
$DHR ($259K last qtr)$DUK ($246K last qtr)$PGR ($227K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.0%—
- Technology Hardware, Storage & Peripherals8.9%—
- Asset Management & Custody Banks6.1%—
- Gold5.6%—
- Aerospace & Defense5.5%—
- Semiconductor Materials & Equipment5.4%—
- Interactive Media & Services5.1%—
- Copper4.1%—
- Other holdings48.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NEM | Newmont Corporation | 795K | $86.1M | +98.2K | 5.6% |
| $AAPL | Apple Inc | 335K | $85M | +16.5K | 5.6% |
| $LRCX | Lam Research Corporation | 385K | $82.3M | -50.5K | 5.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 274K | $78.9M | +33.1K | 5.2% |
| $MU | Micron Technology Inc | 230K | $77.8M | -38.9K | 5.1% |
| $FCX | Freeport-McMoRan Inc | 1.07M | $63M | +147K | 4.1% |
| $GEV | GE Vernova Inc | 63.4K | $55.4M | +9.18K | 3.6% |
| $NVDA | NVIDIA Corporation | 300K | $52.3M | +79.6K | 3.4% |
| $WDC | Western Digital Corporation | 192K | $51.9M | -67.3K | 3.4% |
| $BNY | The Bank of New York Mellon Corporation | 209K | $47.9M | +34.8K | 3.1% |
…and 87 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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