Insight Inv LLC Portfolio Holdings

Insight Inv LLC

  • $282 Million
  • Q1 2025

Insight Inv LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $282 Million distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $18.8M, Apple Inc. with a value of $15.3M, Costco Wholesale Corp with a value of $14M, Netflix Inc with a value of $12M, and Berkshire Hathaway Inc Class B with a value of $11.1M.

Examining the 13F form we can see an increase of $139M in the current position value, from $143M to 282M.

Insight Inv LLC is based out at El Segundo, CA

Below you can find more details about Insight Inv LLC portfolio as well as his latest detailed transactions.

Portfolio value $282 Million
Technology: $72.2 Million
Financial Services: $44.1 Million
Healthcare: $30 Million
Consumer Defensive: $27.1 Million
Communication Services: $25.5 Million
Consumer Cyclical: $24.5 Million
ETFs: $24.3 Million
Industrials: $18.8 Million
Other: $15.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12B
$275,000 0.1% of portfolio
1,685
Q1 2025 Reduced 4.26%
$73.4B
$238,000 0.08% of portfolio
597
Q4 2024 New
$21.6B
$202,000 0.07% of portfolio
1,790
Q1 2025 New
$39.8B
$26,000 0.01% of portfolio
11,547
Q1 2025 Reduced 14.9%

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $282 Million
  • Prior Value $143 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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