Sustainable Insight Capital Management, LLC — 13F Holdings & Portfolio
CIK 1580677 · latest 13F-HR filed 2026-05-14
Sustainable Insight Capital Management, LLC manages $297.7M in 13F-reported U.S. long-equity assets across 86 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (10.91%), AVGO (6.96%), NVDA (6.39%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 17 new positions, exited 8, added to 47, and trimmed 19.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$297.7M
Long-equity book
86
Distinct positions
2026-03-31
Filed 2026-05-14
+17 / −8 / ↑47 / ↓19
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON COM INC$7.0M +81.7%
- APPLE INC$6.9M +26.9%
- TESLA INC$3.1M +37.9%
- ALPHABET INC$3.0M +39.7%
- ALPHABET INC$2.3M +38.1%
Top Trims
- PALO ALTO NETWORKS INC-$10.7M -49.4%
- PALANTIR TECHNOLOGIES INC-$8.9M -41.1%
- T-MOBILE US INC-$8.8M -62.5%
- BOOKING HOLDINGS INC-$3.2M -41.1%
- MARSH & MCLENNAN COS INC-$2.1M -26.3%
New Positions
- FERRARI N V$3.5M
- ARCH CAP GROUP LTD$2.5M
- WILLIS TOWERS WATSON PLC LTD$2.5M
- GLOBE LIFE INC$2.5M
- JOHNSON CONTROLS INTERNATION$2.0M
Exited Positions
- ABBOTT LABS$6.4M
- WELLS FARGO CO NEW$3.8M
- CAPITAL ONE FINL CORP$3.8M
- AMERICAN ELEC PWR CO INC$2.4M
- EXPAND ENERGY CORPORATION$1.3M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $32.5M | 10.91% | 127,987 | SH |
| 2 | BROADCOM INC | AVGO | 11135F101 | $20.7M | 6.96% | 66,970 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $19.0M | 6.39% | 109,056 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $15.5M | 5.21% | 74,475 | SH |
| 5 | ELI LILLY & CO | LLY | 532457108 | $15.4M | 5.18% | 16,781 | SH |
| 6 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $12.8M | 4.29% | 87,239 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $12.5M | 4.21% | 33,897 | SH |
| 8 | TESLA INC | TSLA | 88160R101 | $11.4M | 3.82% | 30,563 | SH |
| 9 | PALO ALTO NETWORKS INC | PANW | 697435105 | $11.0M | 3.69% | 68,453 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $10.4M | 3.50% | 36,213 | SH |
| 11 | ALPHABET INC | GOOG | 02079K107 | $8.3M | 2.79% | 29,000 | SH |
| 12 | MSCI INC | MSCI | 55354G100 | $6.0M | 2.00% | 11,060 | SH |
| 13 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $5.9M | 1.97% | 33,827 | SH |
| 14 | HUMANA INC | HUM | 444859102 | $5.3M | 1.79% | 30,797 | SH |
| 15 | T-MOBILE US INC | TMUS | 872590104 | $5.3M | 1.78% | 25,177 | SH |
| 16 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.9M | 1.65% | 16,657 | SH |
| 17 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $4.7M | 1.56% | 22,889 | SH |
| 18 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $4.6M | 1.56% | 1,103 | SH |
| 19 | TRANSDIGM GROUP INC | TDG | 893641100 | $4.5M | 1.50% | 3,853 | SH |
| 20 | COPART INC | CPRT | 217204106 | $4.4M | 1.48% | 132,937 | SH |
| 21 | STEEL DYNAMICS INC | STLD | 858119100 | $4.2M | 1.40% | 23,237 | SH |
| 22 | NETFLIX INC. | NFLX | 64110L106 | $4.2M | 1.40% | 43,240 | SH |
| 23 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.1M | 1.39% | 4,154 | SH |
| 24 | FERRARI N V | RACE | N3167Y103 | $3.5M | 1.17% | 10,425 | SH |
| 25 | TORONTO DOMINION BK ONT | TD | 891160509 | $3.1M | 1.04% | 33,065 | SH |
| 26 | WALMART INC | WMT | 931142103 | $2.8M | 0.96% | 22,891 | SH |
| 27 | ALLSTATE CORP | ALL | 020002101 | $2.5M | 0.85% | 12,184 | SH |
| 28 | HARTFORD INSURANCE GROUP INC | HIG | 416515104 | $2.5M | 0.85% | 18,610 | SH |
| 29 | ARCH CAP GROUP LTD | ACGL | G0450A105 | $2.5M | 0.84% | 25,976 | SH |
| 30 | WILLIS TOWERS WATSON PLC LTD | WTW | G96629103 | $2.5M | 0.83% | 8,482 | SH |
| 31 | GLOBE LIFE INC | GL | 37959E102 | $2.5M | 0.83% | 17,700 | SH |
| 32 | PARKER-HANNIFIN CORP | PH | 701094104 | $2.2M | 0.72% | 2,405 | SH |
| 33 | WYNN RESORTS LTD | WYNN | 983134107 | $2.1M | 0.69% | 20,200 | SH |
| 34 | JOHNSON CONTROLS INTERNATION | JCI | G51502105 | $2.0M | 0.68% | 15,494 | SH |
| 35 | CSX CORP | CSX | 126408103 | $2.0M | 0.67% | 48,557 | SH |
| 36 | GENERAL DYNAMICS CORP | GD | 369550108 | $2.0M | 0.66% | 5,720 | SH |
| 37 | DOVER CORP | DOV | 260003108 | $1.8M | 0.62% | 8,807 | SH |
| 38 | C H ROBINSON WORLDWIDE IN | CHRW | 12541W209 | $1.8M | 0.60% | 10,832 | SH |
| 39 | LAM RESEARCH CORP | LRCX | 512807306 | $1.4M | 0.46% | 6,465 | SH |
| 40 | MONSTER BEVERAGE CORP NEW | MNST | 61174X109 | $1.3M | 0.45% | 18,582 | SH |
| 41 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $1.3M | 0.45% | 16,985 | SH |
| 42 | LIVE NATION ENTERTAINMENT IN | LYV | 538034109 | $1.3M | 0.45% | 8,700 | SH |
| 43 | CANADIAN NATL RY CO | CNI | 136375102 | $1.3M | 0.43% | 12,540 | SH |
| 44 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.2M | 0.42% | 6,097 | SH |
| 45 | TKO GROUP HOLDINGS INC | TKO | 87256C101 | $1.2M | 0.41% | 6,100 | SH |
| 46 | SHOPIFY INC | SHOP | 82509L107 | $1.2M | 0.41% | 10,300 | SH |
| 47 | PROLOGIS INC. | PLD | 74340W103 | $1.1M | 0.36% | 8,098 | SH |
| 48 | ABBVIE INC | ABBV | 00287Y109 | $1.1M | 0.36% | 4,912 | SH |
| 49 | HERSHEY CO | HSY | 427866108 | $1.0M | 0.34% | 4,900 | SH |
| 50 | FRANCO NEV CORP | FNV | 351858105 | $1.0M | 0.34% | 4,056 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $297.7M | 86 | 0001580677-26-000002 |
| 2025-12-31 | 2026-02-12 | $299.6M | 77 | 0001580677-26-000001 |
| 2025-09-30 | 2025-11-14 | $318.2M | 71 | 0001580677-25-000002 |