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Latest Sustainable Insight Capital Management, LLC Stock Portfolio

$233Million | No. of Holdings #78

Sustainable Insight Capital Management, LLC Performance

2026 Q2+13.77%
YTD+5.12%
2025+12.16%

About Sustainable Insight Capital Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-19, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sustainable Insight Capital Management, LLC reported an equity portfolio of $233.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Sustainable Insight Capital Management, LLC are AAPL, AVGO, NVDA. The fund has invested 10.5% of it's portfolio in APPLE INC and 7.8% of portfolio in BROADCOM INC. <br><br> The fund managers got completely rid off HUMANA INC (HUM), AUTOMATIC DATA PROCESSING IN (ADP) and NETFLIX INC. (NFLX) stocks. They significantly reduced their stock positions in MARSH & MCLENNAN COS INC (MMC), STEEL DYNAMICS INC (STLD) and ABBVIE INC (ABBV). Sustainable Insight Capital Management, LLC opened new stock positions in UNION PAC CORP (UNP), BLACKSTONE INC (BX) and UNITEDHEALTH GROUP INC (UNH). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), TKO GROUP HOLDINGS INC and MICRON TECHNOLOGY INC (MU).
Sustainable Insight Capital Management, LLC Equity Portfolio Value
Last Reported on: 19 Aug, 2026
$233Million
  as of Aug 19, 2026

Sustainable Insight Capital Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sustainable Insight Capital Management, LLC made a return of 13.77% in the last quarter. In trailing 12 months, it's portfolio return was 12.24%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
union pac corp6,802,720
blackstone inc4,457,580
unitedhealth group inc2,932,680
hewlett packard enterprise c2,684,040
sun life financial inc.2,455,180
expedia group inc1,304,990
autozone inc1,294,360
fedex corp1,104,100
New stocks bought by Sustainable Insight Capital Management, LLC

Additions

Ticker% Inc.
advanced micro devices inc294
tko group holdings inc96.72
micron technology inc35.09
transdigm group inc32.75
cbre group inc10.81
alphabet inc9.1
alphabet inc7.57
Additions to existing portfolio by Sustainable Insight Capital Management, LLC

Reductions

Ticker% Reduced
marsh & mclennan cos inc-79.22
steel dynamics inc-77.89
abbvie inc-77.36
canadian natl ry co-75.76
canadian pacific kansas city-74.08
copart inc-71.26
amazon com inc-69.25
globe life inc-67.23
Sustainable Insight Capital Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
netflix inc.-4,157,530
humana inc-5,339,890
arch cap group ltd-2,493,440
automatic data processing in-4,650,590
hdfc bank ltd-512,478
johnson controls internation-2,028,940
icici bank limited-386,817
equity residential-735,116
Sustainable Insight Capital Management, LLC got rid off the above stocks

Sector Distribution

Sustainable Insight Capital Management, LLC has about 47.7% of it's holdings in Technology sector.

  • Technology
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Others
  • Consumer Defensive
  • Real Estate
Sector%
Technology47.7
Communication Services12
Industrials8.4
Consumer Cyclical8.3
Financial Services7
Healthcare6.4
Others5.7
Consumer Defensive2.2
Real Estate1.1

Market Cap. Distribution

Sustainable Insight Capital Management, LLC has about 94.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP70.4
LARGE-CAP23.9
UNALLOCATED5.7

Stocks belong to which Index?

About 89.3% of the stocks held by Sustainable Insight Capital Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50089.3
Others10.7
Top 5 Winners (%)%
MU
micron technology inc
160.1 %
AMAT
applied matls inc
108.0 %
KLAC
kla corp
82.4 %
PANW
palo alto networks inc
79.9 %
LRCX
lam research corp
79.5 %
Top 5 Winners ($)$
PANW
palo alto networks inc
8.8 M
AMD
advanced micro devices inc
5.7 M
AVGO
broadcom inc
3.9 M
AAPL
apple inc
3.8 M
LLY
eli lilly & co
3.7 M
Top 5 Losers (%)%
PLTR
palantir technologies inc
-19.6 %
KR
kroger co
-18.6 %
TMUS
t-mobile us inc
-16.2 %
CNQ
canadian nat res ltd med ter
-16.1 %
SU
suncor energy inc new
-15.8 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-2.5 M
TMUS
t-mobile us inc
-0.9 M
CPRT
copart inc
-0.4 M
WMT
walmart inc
-0.2 M
COST
costco wholesale corporation
-0.2 M

Sustainable Insight Capital Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sustainable Insight Capital Management, LLC

Sustainable Insight Capital Management, LLC has 78 stocks in it's portfolio. About 57.8% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for Sustainable Insight Capital Management, LLC last quarter.

$233.15MTotal Value
106Positions
19 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Sustainable Insight Capital Management, LLC, last reported on 19 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change