Insight Inv LLC
SEC Form 13F institutional filer · CIK 0001909322
13F-HR · 67 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
33.0%
Insight Inv LLC — $151M AUM allocation strategy
Insight Inv LLC files SEC Form 13F and reports $151M of long US equity value across 67 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.5%, followed by Energy 7.3% and Consumer Discretionary 6.9%.
The top 10 holdings account for 33% 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.
Insight Inv LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$151M
total across 67 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
33% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +24.7K sh · +$863K+$VOO +8.78K sh · +$636K+$WRB +2.45K sh · +$29.5K
Biggest trims (shares)
−$IVV −3.48K sh · −$322K−$CVS −2.56K sh · −$270K−$MDT −2.18K sh · −$248K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$CTSH ($1.07M last qtr)$FICO ($277K last qtr)$PANW ($210K 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)
- Technology Hardware, Storage & Peripherals5.4%—
- Integrated Oil & Gas5.0%—
- Interactive Media & Services3.6%—
- Electronic Components3.6%—
- Semiconductor Materials & Equipment3.2%—
- Semiconductors3.0%—
- Systems Software2.8%—
- Consumer Staples Merchandise Retail2.7%—
- Other holdings70.7%—
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
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 32K | $8.11M | -91 | 5.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 19K | $5.47M | -51 | 3.6% |
| $GLW | Corning Incorporated | 40.1K | $5.46M | -1.9K | 3.6% |
| $AMAT | Applied Materials Inc | 14.3K | $4.87M | -215 | 3.2% |
| $MRVL | Marvell Technology Inc | 45.7K | $4.53M | +200 | 3.0% |
| $MSFT | Microsoft Corporation | 11.5K | $4.24M | +1.57K | 2.8% |
| $WMT | Walmart Inc | 32.6K | $4.06M | -4 | 2.7% |
| $XOM | ExxonMobil Holdings Corporation | 23.8K | $4.04M | -40 | 2.7% |
…and 59 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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