Sustainable Insight Capital Management, LLC
SEC Form 13F institutional filer · CIK 0001580677
13F-HR · 72 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
57.1%
Sustainable Insight Capital Management, LLC — $282M AUM allocation strategy
Sustainable Insight Capital Management, LLC files SEC Form 13F and reports $282M of long US equity value across 72 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 38.5%, followed by Consumer Discretionary 11.2% and Communication Services 8.5%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. 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.
Sustainable Insight Capital Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$282M
total across 72 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AMZN +37.5K sh · +$6.98M+$AAPL +33.8K sh · +$6.88M+$CPRT +26.2K sh · +$235K
Biggest trims (shares)
−$PANW −49.2K sh · −$10.7M−$TMUS −44.3K sh · −$8.82M−$PLTR −34.6K sh · −$8.9M
Exited to nil (held last quarter, gone now)
$ABT ($6.44M last qtr)$WFC ($3.81M last qtr)$COF ($3.79M last qtr)$AEP ($2.42M last qtr)$EXE ($1.26M 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)
- Semiconductors14.1%—
- Technology Hardware, Storage & Peripherals11.5%—
- Systems Software8.3%—
- Interactive Media & Services6.6%—
- Broadline Retail5.5%—
- Pharmaceuticals5.5%—
- Application Software4.5%—
- Automobile Manufacturers4.0%—
- Other holdings39.9%—
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 |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 128K | $32.5M | +33.8K | 11.5% |
| $AVGO | Broadcom Inc | 67K | $20.7M | +2.76K | 7.3% |
| $NVDA | NVIDIA Corporation | 109K | $19M | +15.9K | 6.7% |
| $AMZN | Amazon.com Inc | 74.5K | $15.5M | +37.5K | 5.5% |
| $LLY | Eli Lilly and Company | 16.8K | $15.4M | +2.6K | 5.5% |
| $PLTR | Palantir Technologies Inc | 87.2K | $12.8M | -34.6K | 4.5% |
| $MSFT | Microsoft Corporation | 33.9K | $12.5M | +4.56K | 4.4% |
| $TSLA | Tesla Inc | 30.6K | $11.4M | +12.2K | 4.0% |
| $PANW | Palo Alto Networks Inc | 68.5K | $11M | -49.2K | 3.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 36.2K | $10.4M | +12.4K | 3.7% |
…and 62 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
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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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