Skip to main content
Livermore
Livermore
ZHEN

Income Insurance Ltd

SEC CIK
0002022801
Latest filing
Jul 24, 2026

The latest 13F from Income Insurance Ltd covers Q2 2026 (filed Jul 24, 2026): 184 long positions worth $167.8M. The top 10 holdings make up 42.5% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 8.5%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

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
26
Est. +$6.09M
Added
31
Est. +$1.74M
Reduced
5
Est. −$826.4K
Sold out
6
Est. −$8.84M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    8.5%$14.3MHistory
  2. AAPLApple Inc.
    7.9%$13.2MHistory
  3. MSFTMicrosoft Corp
    4.9%$8.18MHistory
  4. AMZNAmazon Com Inc
    4.3%$7.16MHistory
  5. GOOGLAlphabet Inc.
    3.9%$6.46MHistory

Share of portfolio

Top 5 holdings and the other 179 positions, by share of portfolio value

  1. NVDA8.5%
  2. AAPL7.9%
  3. MSFT4.9%
  4. AMZN4.3%
  5. GOOGL3.9%
  6. Other 179 positions70.6%

Biggest buys

New and added positions, by estimated amount bought

  1. DELLDell Technologies Inc.
    +$405.6KNewHistory
  2. FTNTFortinet, Inc.
    +$292.6KNewHistory
  3. SPCXSpace Exploration Technologies Corp
    +$273.4KNewHistory
  4. BEBloom Energy Corp
    +$272.4KNewHistory
  5. ELVElevance Health, Inc.
    +$258.3KNewHistory

Largest weight increases

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

  1. MUMicron Technology Inc
    +1.63 pp0.8% → 2.4%History
  2. AMDAdvanced Micro Devices Inc
    +1.07 pp0.7% → 1.8%History
  3. AMATApplied Materials Inc
    +0.49 pp0.6% → 1.0%History
  4. GOOGLAlphabet Inc.
    +0.38 pp3.5% → 3.9%History
  5. KLACKLA Corp
    +0.33 pp0.4% → 0.7%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Iboxx $ Investment Grade Corporate Bond ETF464287242
    −$7.47MSold out
  2. NVDANVIDIA Corp
    −$500.2KReducedHistory
  3. HONHoneywell International Inc
    −$434.0KSold outHistory
  4. BSXBoston Scientific Corp
    −$277.7KSold outHistory
  5. REGNRegeneron Pharmaceuticals, Inc.
    −$241.1KSold outHistory

Largest weight decreases

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

  1. iShares Iboxx $ Investment Grade Corporate Bond ETF464287242
    −5.08 pp5.1% → 0.0%
  2. HONHoneywell International Inc
    −0.30 pp0.3% → 0.0%History
  3. CVXChevron Corp
    −0.27 pp0.8% → 0.6%History
  4. NVDANVIDIA Corp
    −0.25 pp8.8% → 8.5%History
  5. BSXBoston Scientific Corp
    −0.19 pp0.2% → 0.0%History

Metrics

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

Portfolio value
$167.8M
+$20.7M (+14.1%) vs. prior quarter
Positions
184
+20 vs. prior quarter
Top 10 concentration
42.5%
Top 10 as share of value
Turnover
5.0%
Q2 2026, one quarter
Average holding period
2.9 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 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $167.8M (Q2 2026)

Q4 2025: $154.2MQ1 2026: $147.1MQ2 2026: $167.8M
Q4 2025Q2 2026
13F filings of Income Insurance Ltd by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 2026184$167.8MNVDAAAPLMSFTvs. Q1 2026SEC
Q1 2026May 11, 2026164$147.1MNVDAAAPLMSFTvs. Q4 2025SEC
Q4 2025Feb 4, 2026159$154.2MNVDAAAPLMSFT–SEC

13D and 13G filings

Companies where Income Insurance Ltd reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Income Insurance Ltd owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
Nuveen Churchill Private Capital Income FundClass I Shares of Beneficial Interest, par value $0.01 per share13G/A7.10%4.22M shares−1.50 ppfrom 8.60%Jun 10, 20246 filingsAug 14, 2026SEC
Barings Private Credit CorpCommon Stock, par value $0.001 per share13G/A5.60%8.06M shares–Oct 3, 20242 filingsAug 14, 2026SEC

Latest filings

8 filings on file made by Income Insurance Ltd or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Income Insurance Ltd
CompanyFiled (ET)FormStakeChangeEvent dateFiling
Nuveen Churchill Private Capital Income FundClass I Shares of Beneficial Interest, par value $0.01 per shareAug 14, 20264:30 PM ET13G/A7.10%4.22M shares−1.50 ppfrom 8.60%Jun 30, 2026SEC
Barings Private Credit CorpCommon Stock, par value $0.001 per shareAug 14, 20264:30 PM ET13G/A5.60%8.06M shares–Jun 30, 2026SEC
Nuveen Churchill Private Capital Income FundClass I Shares of Beneficial Interest, par value $0.01 per shareJan 27, 20264:30 PM ET13G/A8.60%4.38M shares−1.10 ppfrom 9.70%Dec 31, 2025SEC
Nuveen Churchill Private Capital Income FundClass I Shares of Beneficial Interest, par value $0.01 per shareAug 13, 20254:30 PM ET13G/A9.70%4.24M shares−2.50 ppfrom 12.20%Jun 30, 2025SEC
Nuveen Churchill Private Capital Income FundClass I Shares of Beneficial Interest, par value $0.01 per shareApr 29, 20254:30 PM ET13G/A12.20%4.12M shares–Mar 31, 2025SEC
Nuveen Churchill Private Capital Income FundOct 31, 202413G/AOld format–––SEC
Barings Private Credit CorpOct 3, 202413GOld format–New–SEC
Nuveen Churchill Private Capital Income FundJun 10, 202413GOld format–New–SEC