DOSSIER · 13F-HR · Q2 2026

Insight Inv LLC

$212M in tracked AUM across 109 positions as of Q2 2026.

II
CIK 0001909322 · last filed Jun 30, 2026
Total AUM
$212M
as of Q2 2026
Holdings
109
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Insight Inv LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MRVL
MARVELL TECHNOLOGY INC
$13M44K6.2%
02
AMAT
APPLIED MATLS INC
$10M14K4.7%
03
GLW
CORNING INC
$10M39K4.6%
04
AAPL
APPLE INC
$9M31K4.3%
05
RDVY
FIRST TR EXCHANGE TRADED FD
$7M88K3.3%
06
GOOGL
ALPHABET INC
$7M18K3.1%
07
CSCO
CISCO SYS INC
$5M40K2.2%
08
JPM
JPMORGAN CHASE & CO
$4M14K2.1%
09
WSM
WILLIAMS SONOMA INC
$4M19K2.1%
10
IBM
INTERNATIONAL BUSINESS MACHS
$4M15K2.0%

Filing history

2026Q2Jun 30
$212M 16.1%
109 positionsView →
2026Q1Mar 31
$183M 2.4%
104 positionsView →
2025Q4Dec 31
$178M 4.7%
112 positionsView →
2025Q3Sep 30
$170M 14.2%
112 positionsView →
2025Q2Jun 30
$149M 2.6%
116 positionsLocked
2025Q1Mar 31
$145M 1.2%
133 positionsLocked
2024Q4Dec 31
$144M 20.5%
124 positionsLocked
2024Q3Sep 30
$119M 3.0%
89 positionsLocked
2024Q2Jun 30
$116M 0.4%
88 positionsLocked
2024Q1Mar 31
$115M 12.9%
89 positionsLocked
2023Q4Dec 31
$102M 13.0%
87 positionsLocked
2023Q3Sep 30
$90M 7.1%
86 positionsLocked
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