Sustainable Insight Capital Management, LLC: 13F holdings
CIK 15806772026Q2
| Positions | 78 |
|---|---|
| Reported value | $233.2m |
| Filed | 2026-08-19 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 84,508 | $24.5m | 10.5% |
| AVGO BROADCOM INC | 48,320 | $18.3m | 7.8% |
| NVDA NVIDIA CORPORATION | 72,314 | $14.5m | 6.2% |
| AMD ADVANCED MICRO DEVICES INC | 24,048 | $14.0m | 6.0% |
| GOOGL ALPHABET INC | 38,953 | $13.9m | 6.0% |
| LLY ELI LILLY & CO | 9,624 | $11.5m | 5.0% |
| GOOG ALPHABET INC | 31,640 | $11.2m | 4.8% |
| PANW PALO ALTO NETWORKS INC | 28,600 | $9.8m | 4.2% |
| PLTR PALANTIR TECHNOLOGIES INC | 82,039 | $9.6m | 4.1% |
| TSLA TESLA INC | 18,163 | $7.6m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1580677")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.