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Livermore
Livermore
ZHEN

Insight Inv LLC

SEC CIK
0001909322
Latest filing
Jul 23, 2026

The latest 13F from Insight Inv LLC covers Q2 2026 (filed Jul 23, 2026): 109 long positions worth $212.1M. The top 10 holdings make up 34.7% of the portfolio, and the largest is Marvell Technology, Inc. (MRVL) at 6.2%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$1.35M
Added
22
Est. +$2.26M
Reduced
54
Est. −$4.60M
Sold out
2
Est. −$4.39M

Top 5 holdings

Share of this quarter's portfolio value

  1. MRVLMarvell Technology, Inc.
    6.2%$13.2MHistory
  2. AMATApplied Materials Inc
    4.7%$10.0MHistory
  3. GLWCorning Inc
    4.6%$9.84MHistory
  4. AAPLApple Inc.
    4.3%$9.09MHistory
  5. First Trust Rising Dividend Achievers ETF33738R506
    3.3%$7.10M

Biggest buys

New and added positions, by estimated amount bought

  1. First Tr Exchange-Traded FD33739Q200
    +$536.0KAdded
  2. PANWPalo Alto Networks Inc
    +$384.7KNewHistory
  3. URIUnited Rentals, Inc.
    +$258.3KNewHistory
  4. PGProcter & Gamble Co
    +$255.2KAddedHistory
  5. WRBBerkley W R Corp
    +$253.0KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MSMorgan Stanley
    +0.19 pp1.7% → 1.9%History
  2. PANWPalo Alto Networks Inc
    +0.18 pp0.0% → 0.2%History
  3. First Trust Rising Dividend Achievers ETF33738R506
    +0.14 pp3.2% → 3.3%
  4. URIUnited Rentals, Inc.
    +0.12 pp0.0% → 0.1%History
  5. CMICummins Inc
    +0.12 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$4.04MSold outHistory
  2. LHLabcorp Holdings Inc.
    −$698.3KReducedHistory
  3. MRVLMarvell Technology, Inc.
    −$446.8KReducedHistory
  4. GLWCorning Inc
    −$407.9KReducedHistory
  5. MDTMedtronic plc
    −$351.7KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −2.21 pp2.2% → 0.0%History
  2. CVXChevron Corp
    −0.61 pp2.0% → 1.4%History
  3. WMTWalmart Inc.
    −0.50 pp2.2% → 1.7%History
  4. BPBP PLC
    −0.45 pp1.4% → 0.9%History
  5. TAT&T Inc.
    −0.39 pp1.0% → 0.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$212.1M
+$29.4M (+16.1%) vs. prior quarter
Positions
109
+5 vs. prior quarter
Top 10 concentration
34.7%
Top 10 as share of value
Turnover
1.8%
Q2 2026, one quarter
Average holding period
17.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $212.1M (Q2 2026)

Q4 2021: $108.8MQ1 2022: $110.1MQ2 2022: $99.1MQ3 2022: $90.2MQ4 2022: $99.1MQ1 2023: $92.7MQ2 2023: $97.2MQ3 2023: $90.3MQ4 2023: $102.1MQ1 2024: $115.2MQ2 2024: $115.8MQ3 2024: $119.2MQ4 2024: $143.6MQ1 2025: $145.4MQ2 2025: $149.1MQ3 2025: $170.3MQ4 2025: $178.4MQ1 2026: $182.7MQ2 2026: $212.1M
Q4 2021Q2 2026
13F filings of Insight Inv LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 23, 2026109$212.1MMRVLAMATGLWvs. Q1 2026SEC
Q1 2026Apr 28, 2026104$182.7MAAPLFirst Trust Rising Dividend Achievers ETFGOOGLvs. Q4 2025SEC
Q4 2025Feb 6, 2026112$178.4MAAPLGOOGLFirst Trust Rising Dividend Achievers ETFvs. Q3 2025SEC
Q3 2025Oct 28, 2025112$170.3MAAPLMSFTGOOGLvs. Q2 2025SEC
Q2 2025Jul 24, 2025116$149.1MAAPLMSFTFirst Trust Rising Dividend Achievers ETFvs. Q1 2025SEC
Q1 2025Apr 25, 2025133$145.4MAAPLFirst Trust Rising Dividend Achievers ETFMSFTvs. Q4 2024SEC
Q4 2024Jan 21, 2025124$143.6MAAPLMSFTAMZNvs. Q3 2024SEC
Q3 2024Nov 15, 202489$119.2MAAPLMSFTWSMvs. Q2 2024SEC
Q2 2024Aug 7, 202488$115.8MAAPLMSFTWSMvs. Q1 2024SEC
Q1 2024Apr 29, 202489$115.2MAAPLWSMMSFTvs. Q4 2023SEC
Q4 2023Jan 22, 202487$102.1MAAPLMSFTWSMvs. Q3 2023SEC
Q3 2023Oct 30, 202386$90.3MAAPLMSFTCVXvs. Q2 2023SEC
Q2 2023Aug 9, 202388$97.2MAAPLMSFTCVXvs. Q1 2023SEC
Q1 2023May 12, 202388$92.7MAAPLMSFTCVXvs. Q4 2022SEC
Q4 2022Feb 14, 202397$99.1MAAPLCVXVanguard Scottsdale FDSvs. Q3 2022SEC
Q3 2022Nov 9, 202299$90.2MAAPLVanguard Scottsdale FDSMSFTvs. Q2 2022SEC
Q2 2022Aug 12, 2022163$99.1MAAPLVanguard Scottsdale FDSMSFTvs. Q1 2022SEC
Q1 2022May 10, 2022100$110.1MAAPLVanguard Scottsdale FDSMSFTvs. Q4 2021SEC
Q4 2021May 9, 2022104$108.8MAAPLVanguard Scottsdale FDSMSFT–SEC