Insight Inv LLC — 13F holdings

Insight Inv LLC reported 109 holdings worth $212M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. MRVL MARVELL TECHNOLOGY INC — $13.2M (6.2%)
2. AMAT APPLIED MATLS INC — $10.0M (4.7%)
3. GLW CORNING INC — $9.84M (4.6%)
4. AAPL APPLE INC — $9.09M (4.3%)
5. RDVY FIRST TR EXCHANGE TRADED FD — $7.10M (3.3%)
6. GOOGL ALPHABET INC — $6.58M (3.1%)
7. CSCO CISCO SYS INC — $4.66M (2.2%)
8. JPM JPMorgan Chase & Co. — $4.46M (2.1%)
9. WSM WILLIAMS SONOMA INC — $4.36M (2.1%)
10. IBM INTERNATIONAL BUSINESS MACHS — $4.28M (2.0%)