Insight Inv LLC

Q3 2025 13F-HR Holdings

Location
El Segundo, CA
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
112
Total value ($000)
$170,321
Net value change ($000)
+21,217 (14.2%)
New positions
5
Sold out positions
9
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,773 28.4%
GOOGL 1,492 47.6%
GLW 1,246 56.6%
USMV 1,083 NEW
ORCL 1,026 28.6%
QUAL 1,016 NEW
AMAT 1,008 51.5%
VOO 940 116.3%
MRVL 810 28.7%
GD 756 34.3%
Top Reduces (Value $000, Stocks/ETFs)
TGT -415 -36.7%
BKLN -342 -100.0%
BMY -327 -22.8%
IEFA -304 -42.7%
PARAV -256 -100.0%
SDVY -245 -32.3%
ADBE -242 -100.0%
ELV -216 -21.6%
PFE -210 -100.0%
AMZN -200 -5.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type