Sustainable Insight Capital Management, LLC — 13F holdings

Sustainable Insight Capital Management, LLC reported 78 holdings worth $233M in its 13F filing for Q2 2026, filed August 19, 2026.

Largest positions

1. AAPL APPLE INC — $24.5M (10.5%)
2. AVGO BROADCOM INC — $18.3M (7.8%)
3. NVDA NVIDIA CORPORATION — $14.5M (6.2%)
4. AMD ADVANCED MICRO DEVICES INC — $14.0M (6.0%)
5. GOOGL ALPHABET INC — $13.9M (6.0%)
6. LLY ELI LILLY & CO — $11.5M (5.0%)
7. GOOG ALPHABET INC — $11.2M (4.8%)
8. PANW PALO ALTO NETWORKS INC — $9.75M (4.2%)
9. PLTR PALANTIR TECHNOLOGIES INC — $9.57M (4.1%)
10. TSLA TESLA INC — $7.64M (3.3%)