Insight Inv LLC

CIK 0001909322 · EL SEGUNDO, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Insight Inv LLC reported 109 positions worth $212.1M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: MRVL (6.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$212.1M
2026 Q2
Positions
109
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.7%
Est. Net Flow (Q)
2026 Q2
10 / 109 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MRVLMARVELL TECHNOLOGY INCSH$13.2M6.21%44,189
2AMATAPPLIED MATLS INCSH$10.0M4.72%13,858
3GLWCORNING INCSH$9.8M4.64%38,535
4AAPLAPPLE INCSH$9.1M4.28%31,410
5RDVYFIRST TR EXCHANGE TRADED FDSH$7.1M3.35%87,609
6GOOGLALPHABET INCSH$6.6M3.10%18,409
7CSCOCISCO SYS INCSH$4.7M2.20%39,698
8JPMJPMORGAN CHASE & COSH$4.5M2.10%13,625
9WSMWILLIAMS SONOMA INCSH$4.4M2.05%18,683
10IBMINTERNATIONAL BUSINESS MACHSSH$4.3M2.02%15,213

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Insight Inv LLC hold as of Q2 2026?

Insight Inv LLC reported 109 positions worth $212.1M in its Q2 2026 13F filing. Largest positions: MRVL (6.2%), AMAT (4.7%), GLW (4.6%), AAPL (4.3%) and RDVY (3.3%).

What did Insight Inv LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Insight Inv LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.