§ 13F · FUND PROFILE
Insight Inv LLC.
AUM · $212M (13F)Positions · 109Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | 44K | $13M | 6.2% | −3% |
| 2 | AMAT | APPLIED MATLS INC | 14K | $10M | 4.7% | −3% |
| 3 | GLW | CORNING INC | 39K | $10M | 4.6% | −4% |
| 4 | AAPL | APPLE INC | 31K | $9M | 4.3% | −2% |
| 5 | RDVY | FIRST TR EXCHANGE TRADED FD | 88K | $7M | 3.3% | +2% |
| 6 | GOOGL | ALPHABET INC | 18K | $7M | 3.1% | −3% |
| 7 | CSCO | CISCO SYS INC | 40K | $5M | 2.2% | −2% |
| 8 | JPM | JPMORGAN CHASE & CO | 14K | $4M | 2.1% | ±0% |
| 9 | WSM | WILLIAMS SONOMA INC | 19K | $4M | 2.1% | −3% |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS | 15K | $4M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INSIGHT SIGNAL
AC read
Insight Inv LLC is a Other fund managing $212 million in assets. The fund runs a portfolio of 109 positions.
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