IC
Insight Capital Research & Management Inc Historical SEC 13F Holdings & Archive (Q3 2017)
Insight Capital Research & Management IncCIK: 0000938506
Diversified strategyHigh-turnover traderMomentum follower
Total reported value
$177.1M
Reporting period: 2017-09-30 · Number of holdings: 96
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC disclosed 96 holdings in its latest 13F filing for the period ending 2017-09-30, with total reported value of $177.1M and a quarterly turnover rate of 104.0%.
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Personality snowflake
- Concentration
- 5.69
- Portfolio Stability
- 100
- Momentum
- 100
- Sector conviction
- 56.05
- Diversification
- 100
- Sizing Uniformity
- 93.92
Insight Capital Research & Management Inc's disclosed holdings carry a Herfindahl concentration index of 0.014 — mathematically equivalent to about 70 equally-sized positions, close to its 96 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.61), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 42% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim VCRAUSD
-71.6% -$2.1M
Add BCO
+40.7% $1.7M
New buy RTN1USD
New buy NOW
Sold out ADBE
New buy MSCI
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.86% | — | +15.70% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.83% | — | -2.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | — | +8.26% | |
| 4 | BCO | Brink's Co/the | Stock-Industrials | 2.23% | +0.92% | +40.69% | |
| 5 | RTN1USD | Raytheon Company | Stock-Other | 2.21% | +2.21% | NEW | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | — | -4.26% | |
| 7 | NOW | Servicenow Inc | Stock-Tech | 2.02% | +2.02% | NEW | |
| 8 | ALGN | Align Technology Inc | Stock-Healthcare | 2.02% | — | -1.38% | |
| 9 | MSCI | Msci Inc | Stock-Financials | 1.94% | +1.94% | NEW | |
| 10 | XYZ | Block Inc | Stock-Financials | 1.83% | — | -22.24% | |
| 11 | ATVIEUR | Activision Blizzard Inc | Stock-Comm Services | 1.74% | +1.74% | NEW | |
| 12 | ROG | Rogers CORP | Stock-Other | 1.72% | +1.72% | NEW | |
| 13 | BCOREUR | Blucora Inc | Stock-Other | 1.70% | +1.70% | NEW | |
| 14 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.69% | +1.69% | NEW | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 1.67% | +1.67% | NEW | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.64% | — | -2.10% | |
| 17 | PRAH | Pra Health Sciences Inc | Stock-Other | 1.52% | — | -6.86% | |
| 18 | ADSK | Autodesk Inc | Stock-Tech | 1.52% | — | +96.54% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.46% | — | -2.15% | |
| 20 | BLD | Topbuild CORP | Stock-Industrials | 1.42% | — | +59.44% | |
| 21 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 1.40% | +1.40% | NEW | |
| 22 | AZTA | Azenta Inc | Stock-Other | 1.35% | +1.35% | NEW | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | — | -1.33% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.33% | — | — | |
| 25 | HRSEUR | L3harris Technologies Inc | Stock-Other | 1.32% | +1.32% | NEW | |
| 26 | HTHT | H World Group Limited | Stock-Other | 1.30% | — | -52.34% | |
| 27 | PFPT | Proofpoint Inc | Stock-Other | 1.28% | — | -6.05% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.28% | +1.28% | NEW | |
| 29 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.27% | — | -20.52% | |
| 30 | CC | Chemours Co/the | Stock-Materials | 1.26% | +1.26% | NEW | |
| 31 | IPGP | Ipg Photonics CORP | Stock-Tech | 1.24% | +1.24% | NEW | |
| 32 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.23% | — | +26.18% | |
| 33 | VC | Visteon CORP | Stock-Other | 1.23% | — | -9.26% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.21% | — | -1.24% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 1.20% | — | -1.21% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | — | -28.05% | |
| 37 | PHM | Pultegroup Inc | Stock-Consumer Disc | 1.15% | — | -38.43% | |
| 38 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.11% | +1.11% | NEW | |
| 39 | CELG | Celgene CORP | Stock-Other | 1.10% | — | -1.14% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 1.10% | +1.10% | NEW | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 1.10% | +1.10% | NEW | |
| 42 | AME | Ametek Inc | Stock-Industrials | 1.09% | +1.09% | NEW | |
| 43 | CSX | Csx CORP | Stock-Industrials | 1.09% | +1.09% | NEW | |
| 44 | CI | The Cigna Group | Stock-Healthcare | 1.08% | +1.08% | NEW | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 1.04% | +1.04% | NEW | |
| 46 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.04% | +1.04% | NEW | |
| 47 | RP | Realpage Inc | Stock-Other | 0.97% | +0.97% | NEW | |
| 48 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.89% | — | -45.41% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.87% | +0.87% | NEW | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.83% | — | -1.23% |
1–50 of 96
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2017 Q3 | 96 | $177.1M | 100 | ||
| 2017 Q2 | 107 | $170.5M | 100 | ||
| 2017 Q1 | 75 | $177.9M | 100 | ||
| 2016 Q4 | 107 | $188.3M | 100 | ||
| 2016 Q3 | 95 | $224.6M | 100 | ||
| 2016 Q2 | 97 | $286.9M | 96 | ||
| 2016 Q1 | 94 | $323.0M | 78 | ||
| 2015 Q4 | 93 | $343.7M | 90 | ||
| 2015 Q3 | 89 | $330.8M | 86 | ||
| 2015 Q2 | 98 | $378.3M | 100 | ||
| 2015 Q1 | 114 | $399.8M | 81 | ||
| 2014 Q4 | 122 | $389.6M | 100 | ||
| 2014 Q3 | 115 | $383.6M | 100 | ||
| 2014 Q2 | 119 | $437.6M | 100 | ||
| 2014 Q1 | 124 | $433.9M | 85 | ||
| 2013 Q4 | 139 | $446.0M | 57 | ||
| 2013 Q3 | 169 | $413.0M | 100 | ||
| 2013 Q2 | 179 | $385.4M | 0 |
Holding changes this quarter
Insight Capital Research & Management Inc's most significant position changes for 2017-09-30: New buy: Raytheon Company (RTN1USD); New buy: Servicenow Inc (NOW); Sold out: Adobe Inc (ADBE); New buy: Msci Inc (MSCI); Sold out: Cyrusone Inc (CONE1EUR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BCO | Brink's Co/the | +0.9% | +40.69% | Add |
| 2 | VCRAUSD | Vocera Communications Inc | -1.3% | -71.63% | Trim |
| 3 | RTN1USD | Raytheon Company | — | NEW | New buy |
| 4 | NOW | Servicenow Inc | — | NEW | New buy |
| 5 | ADBE | Adobe Inc | — | EXIT | Sold out |
| 6 | MSCI | Msci Inc | — | NEW | New buy |
| 7 | CONE1EUR | Cyrusone Inc | — | EXIT | Sold out |
| 8 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | Sold out |
| 9 | ATVIEUR | Activision Blizzard Inc | — | NEW | New buy |
| 10 | ROG | Rogers CORP | — | NEW | New buy |
| 11 | BCOREUR | Blucora Inc | — | NEW | New buy |
| 12 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 13 | BA | Boeing Co/the | — | NEW | New buy |
| 14 | MU | Micron Technology Inc | — | EXIT | Sold out |
| 15 | TSEM | Tower Semiconductor Ltd. | — | NEW | New buy |
| 16 | AZTA | Azenta Inc | — | NEW | New buy |
| 17 | HRSEUR | L3harris Technologies Inc | — | NEW | New buy |
| 18 | MKTX | Marketaxess Holdings Inc | — | EXIT | Sold out |
| 19 | ABBV | Abbvie Inc | — | NEW | New buy |
| 20 | CC | Chemours Co/the | — | NEW | New buy |
| 21 | GTT1USD | Gtt Communications Inc | — | EXIT | Sold out |
| 22 | IPGP | Ipg Photonics CORP | — | NEW | New buy |
| 23 | NUVAGBP | Nuvasive Inc | — | EXIT | Sold out |
| 24 | EA | Electronic Arts Inc | — | EXIT | Sold out |
| 25 | MTZ | Mastec Inc | — | EXIT | Sold out |
| 26 | BKNG | Booking Holdings Inc. | — | EXIT | Sold out |
| 27 | CTSH | Cognizant Tech Solutions-a | — | NEW | New buy |
| 28 | SPGI | S&p Global Inc | — | NEW | New buy |
| 29 | ABT | Abbott Laboratories | — | NEW | New buy |
| 30 | AME | Ametek Inc | — | NEW | New buy |
| 31 | CSX | Csx CORP | — | NEW | New buy |
| 32 | CI | The Cigna Group | — | NEW | New buy |
| 33 | CCL1EUR | Carnival CORP LTD | — | EXIT | Sold out |
| 34 | SCHW | Schwab (charles) CORP | — | EXIT | Sold out |
| 35 | LUV | Southwest Airlines Co | — | EXIT | Sold out |
| 36 | AVGO | Broadcom Inc. | — | EXIT | Sold out |
| 37 | CRM | Salesforce Inc | — | NEW | New buy |
| 38 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 39 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 40 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 41 | PEP | Pepsico Inc | — | EXIT | Sold out |
| 42 | BURL | Burlington Stores Inc | — | EXIT | Sold out |
| 43 | RP | Realpage Inc | — | NEW | New buy |
| 44 | DOW | Dow Inc. | — | EXIT | Sold out |
| 45 | CEVA | Ceva Inc | — | EXIT | Sold out |
| 46 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 47 | DD | DuPont de Nemours, Inc. | — | EXIT | Sold out |
| 48 | EPAM | Epam Systems Inc | — | EXIT | Sold out |
| 49 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 50 | TRVG | trivago N.V. | — | EXIT | Sold out |
Filing History
FAQ
What is Insight Capital Research & Management Inc and what type of investor is it?
Insight Capital Research & Management Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-09-30), the firm manages a tracked equity portfolio valued at approximately $177.1M, spread across 96 disclosed positions.
What are Insight Capital Research & Management Inc's largest equity positions?
Based on the latest 13F filing, Insight Capital Research & Management Inc's top holdings by market value are:
1. Apple Inc (AAPL) — $6.8M (3.9%)
2. Meta Platforms Inc-class A (META) — $5.0M (2.8%)
3. Microsoft CORP (MSFT) — $4.7M (2.6%)
4. Brink's Co/the (BCO) — $3.9M (2.2%)
5. Raytheon Company (RTN1USD) — $3.9M (2.2%)
What changes did Insight Capital Research & Management Inc make in its most recent portfolio filing?
In the latest reported quarter, Insight Capital Research & Management Inc made 50 notable position adjustments: 24 new positions were initiated, 1 existing holdings were added to, 1 positions were partially reduced, and 24 were completely exited. The largest of these moves: New buy: Raytheon Company (RTN1USD); New buy: Servicenow Inc (NOW); Sold out: Adobe Inc (ADBE); New buy: Msci Inc (MSCI); Sold out: Cyrusone Inc (CONE1EUR)
What sectors does Insight Capital Research & Management Inc focus on?
Insight Capital Research & Management Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.8%
• Communication Services: 22.0%
• Financials: 13.4%
• Health Care: 12.2%
• Consumer Discretionary: 10.9%
• Industrials: 5.2%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Insight Capital Research & Management Inc's portfolio is broadly diversified and fast-trading.
It has added to its META position over the past two quarters (+$3.0M, now $5.0M), while trimming VCRAUSD over the same stretch (-$4.0M, still holding $1.1M).
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