SIT INVESTMENT ASSOCIATES INC
SEC Form 13F institutional filer · CIK 0000769317
13F-HR · 193 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
49.2%
SIT INVESTMENT ASSOCIATES INC — $2.34M AUM allocation strategy
SIT INVESTMENT ASSOCIATES INC files SEC Form 13F and reports $2.34M of long US equity value across 193 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.7%, followed by Financials 23.6% and Communication Services 6.3%.
The top 10 holdings account for 49% 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.
SIT INVESTMENT ASSOCIATES INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.34M
total across 193 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
49% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +6.1M sh · +$47.5K+$HBAN +89.3K sh · +$1.14K+$MRK +81.8K sh · +$9.86K
Biggest trims (shares)
−$IVZ −262K sh · −$2.84K−$KKR −197K sh · −$1.43K−$FITB −108K sh · −$5.06K
Exited to nil (held last quarter, gone now)
$ADBE ($9.58K last qtr)$HIG ($5.99K last qtr)$DELL ($2.16K last qtr)$CPRT ($1.59K last qtr)$AES ($101 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)
- Asset Management & Custody Banks16.8%—
- Semiconductors12.0%—
- Interactive Media & Services6.3%—
- Technology Hardware, Storage & Peripherals5.0%—
- Systems Software4.4%—
- Diversified Banks3.0%—
- Broadline Retail2.2%—
- Semiconductor Materials & Equipment1.8%—
- Other holdings48.4%—
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 |
|---|---|---|---|---|---|
| $BLK | BlackRock Inc | 34.6M | $392K | +6.1M | 16.8% |
| $NVDA | NVIDIA Corporation | 824K | $144K | -6.3K | 6.2% |
| $AVGO | Broadcom Inc | 443K | $137K | +139 | 5.9% |
| $AAPL | Apple Inc | 467K | $119K | +7.7K | 5.1% |
| $MSFT | Microsoft Corporation | 279K | $103K | +4.07K | 4.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 285K | $82K | -2.88K | 3.5% |
| $AMZN | Amazon.com Inc | 245K | $51K | +4.59K | 2.2% |
| $AMAT | Applied Materials Inc | 125K | $42.7K | +16.6K | 1.8% |
| $META | Meta Platforms Inc | 73.1K | $41.8K | +892 | 1.8% |
| $WFC | Wells Fargo & Company | 4.77M | $38K | -22.9K | 1.6% |
…and 183 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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