Insight Inv LLC: 13F holdings
CIK 19093222026Q2
| Positions | 109 |
|---|
| Reported value | $212.1m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 109 (+5 vs prior quarter) |
|---|
| Reported value | $212.1m (+16.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MRVL MARVELL TECHNOLOGY INC | 44,189 | $13.2m | 6.2% |
| AMAT APPLIED MATLS INC | 13,858 | $10.0m | 4.7% |
| GLW CORNING INC | 38,535 | $9.8m | 4.6% |
| AAPL APPLE INC | 31,410 | $9.1m | 4.3% |
| RDVY FIRST TR EXCHANGE TRADED FD | 87,609 | $7.1m | 3.3% |
| GOOGL ALPHABET INC | 18,409 | $6.6m | 3.1% |
| CSCO CISCO SYS INC | 39,698 | $4.7m | 2.2% |
| JPM JPMORGAN CHASE & CO | 13,625 | $4.5m | 2.1% |
| WSM WILLIAMS SONOMA INC | 18,683 | $4.4m | 2.1% |
| IBM INTERNATIONAL BUSINESS MACHS | 15,213 | $4.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909322")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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