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Insight Inv LLC - Portfolio Stock Holdings

Insight Inv LLC disclosed 111 stock positions in a recent SEC 13F filing. $212,133,077 of stock holdings were filed, with the largest holdings including MRVL, AMAT, and GLW. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $245,734,467 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

111

Est. Stock Holding Value:

$212,133,077

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Insight Inv LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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