Insights 13F annual report
Insights is an investment fund managing more than $350 billion ran by Alexandria Criss. There are currently 107 companies in Mrs. Criss’s portfolio. The largest investments include Microsoft and Spdr Ser Tr, together worth $85.1 billion.
$350 billion Assets Under Management (AUM)
As of 9th July 2024, Insights’s top holding is 76,879 shares of Microsoft currently worth over $34.4 billion and making up 9.8% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, Insights owns more than approximately 0.1% of the company.
In addition, the fund holds 887,741 shares of Spdr Ser Tr worth $50.7 billion.
The third-largest holding is Apple Inc worth $22 billion and the next is Schwab Strategic Tr worth $22.3 billion, with 290,572 shares owned.
Currently, Insights's portfolio is worth at least $350 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Insights
The Insights office and employees reside in Tacoma, Washington. According to the last 13-F report filed with the SEC, Alexandria Criss serves as the Managing Partner at Insights.
Recent trades
In the most recent 13F filing, Insights revealed that it had opened a new position in
Grayscale Bitcoin Tr Btc and bought 5,232 shares worth $279 million.
The investment fund also strengthened its position in Microsoft by buying
543 additional shares.
This makes their stake in Microsoft total 76,879 shares worth $34.4 billion.
Microsoft dropped approximately 0.1% in the past year.
On the other hand, there are companies that Insights is getting rid of from its portfolio.
Insights closed its position in Pathward Inc on 16th July 2024.
It sold the previously owned 0 shares for $10.5 billion.
Alexandria Criss also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $22 billion and 104,335 shares.
One of the smaller hedge funds
The two most similar investment funds to Insights are Engrave Wealth Partners and Meridian Management Co. They manage $350 billion and $350 billion respectively.
Alexandria Criss investment strategy
Insights’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 16.6% of
the total portfolio value.
The fund focuses on investments in the United States as
43.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
46% of the total holdings value.
On the other hand, small-cap stocks make up only 0.9% of the portfolio.
The average market cap of the portfolio companies is close to $249 billion.
The complete list of Insights trades based on 13F SEC filings
These positions were updated on July 16th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corporation |
0.71%
76,879
|
$34,360,866,000 | 9.80% |
| Spdr Ser Tr |
13.46%
887,741
|
$50,725,170,000 | 14.47% |
| Apple Inc |
1.36%
104,335
|
$21,975,047,000 | 6.27% |
| Schwab Strategic Tr |
1.11%
290,572
|
$22,266,575,000 | 6.35% |
| Vanguard Index Fds |
0.99%
97,300
|
$30,195,847,000 | 8.62% |
| Dbx Etf Tr |
8.31%
309,741
|
$12,835,667,000 | 3.66% |
| Pathward Financial Inc |
No change
0
|
$10,506,511,000 | |
| NVIDIA Corp |
935.27%
80,161
|
$9,903,118,000 | 2.83% |
| Vanguard Tax-managed Fds |
9.89%
194,952
|
$9,634,543,000 | 2.75% |
| Dimensional Etf Trust |
10.38%
302,374
|
$10,395,323,000 | 2.97% |
| Berkshire Hathaway Inc. |
1.31%
19,819
|
$8,674,203,000 | 2.48% |
| Spdr Index Shs Fds |
1.41%
325,164
|
$11,921,479,000 | 3.40% |
| Tcw Etf Trust |
15.38%
100,180
|
$6,369,444,000 | 1.82% |
| Amazon.com Inc. |
3.04%
27,234
|
$5,262,971,000 | 1.50% |
| Alphabet Inc |
3.40%
27,780
|
$5,063,906,000 | 1.44% |
| Vanguard Specialized Funds |
1.53%
22,879
|
$4,176,640,000 | 1.19% |
| Costco Whsl Corp New |
0.15%
4,538
|
$3,857,255,000 | 1.10% |
| Ishares Tr |
0.23%
295,275
|
$26,726,207,000 | 7.63% |
| Broadcom Inc. |
4.79%
2,123
|
$3,407,900,000 | 0.97% |
| Select Sector Spdr Tr |
2.91%
26,163
|
$4,831,953,000 | 1.38% |
| Wisdomtree Tr |
2.75%
72,891
|
$3,485,538,000 | 0.99% |
| Cameco Corp. |
5.80%
55,189
|
$2,715,299,000 | 0.77% |
| Jpmorgan Chase Co. |
3.48%
11,989
|
$2,424,813,000 | 0.69% |
| Amplify Etf Tr |
4.93%
40,955
|
$2,313,958,000 | 0.66% |
| Vanguard Scottsdale Fds |
20.31%
31,849
|
$2,837,618,000 | 0.81% |
| Vanguard Intl Equity Index F |
0.04%
40,495
|
$1,772,054,000 | 0.51% |
| Trane Technologies plc |
16.71%
5,179
|
$1,703,528,000 | 0.49% |
| Eaton Corp Plc |
15.45%
4,957
|
$1,554,267,000 | 0.44% |
| Visa Inc |
5.47%
5,491
|
$1,441,223,000 | 0.41% |
| Walmart Inc |
13.21%
20,862
|
$1,412,566,000 | 0.40% |
| Vanguard Whitehall Fds |
10.00%
15,295
|
$1,623,721,000 | 0.46% |
| Nxp Semiconductors N V |
14.42%
4,920
|
$1,323,923,000 | 0.38% |
| Invesco Exchange Traded Fd T |
6.39%
21,424
|
$1,552,431,000 | 0.44% |
| Advanced Micro Devices Inc. |
19.36%
7,498
|
$1,216,251,000 | 0.35% |
| Motorola Solutions Inc |
21.61%
3,119
|
$1,204,090,000 | 0.34% |
| Vanguard Bd Index Fds |
24.72%
15,945
|
$1,148,869,000 | 0.33% |
| Meta Platforms Inc |
18.15%
2,273
|
$1,146,092,000 | 0.33% |
| Marathon Pete Corp |
16.63%
6,446
|
$1,118,252,000 | 0.32% |
| Merck Co Inc |
21.63%
8,842
|
$1,094,697,000 | 0.31% |
| Tesla Inc |
38.35%
5,433
|
$1,075,082,000 | 0.31% |
| Home Depot, Inc. |
8.75%
3,096
|
$1,065,767,000 | 0.30% |
| Johnson Johnson |
14.73%
7,146
|
$1,044,509,000 | 0.30% |
| Starbucks Corp. |
2.31%
12,749
|
$992,510,000 | 0.28% |
| Salesforce Inc |
15.20%
3,566
|
$916,819,000 | 0.26% |
| Vanguard World Fd |
21.57%
4,766
|
$1,703,824,000 | 0.49% |
| Fiserv, Inc. |
3.30%
5,803
|
$864,879,000 | 0.25% |
| Unitedhealth Group Inc |
23.11%
1,670
|
$850,464,000 | 0.24% |
| Intercontinental Exchange In |
22.78%
6,198
|
$848,444,000 | 0.24% |
| IQVIA Holdings Inc |
21.32%
3,713
|
$785,077,000 | 0.22% |
| Sound Finl Bancorp Inc |
No change
17,897
|
$769,571,000 | 0.22% |
| Chubb Limited |
19.12%
2,994
|
$763,710,000 | 0.22% |
| Cisco Sys Inc |
22.83%
15,554
|
$738,991,000 | 0.21% |
| Exxon Mobil Corp. |
11.78%
6,075
|
$699,306,000 | 0.20% |
| Edwards Lifesciences Corp |
21.28%
7,352
|
$679,104,000 | 0.19% |
| Tjx Cos Inc New |
6.45%
6,087
|
$670,179,000 | 0.19% |
| Thermo Fisher Scientific Inc. |
5.57%
1,101
|
$608,853,000 | 0.17% |
| Hess Corporation |
14.69%
4,117
|
$607,340,000 | 0.17% |
| Allstate Corp (The) |
17.45%
3,770
|
$601,918,000 | 0.17% |
| Sp Global Inc |
18.37%
1,342
|
$598,532,000 | 0.17% |
| Steris Plc |
18.94%
2,680
|
$588,367,000 | 0.17% |
| Applied Matls Inc |
No change
2,476
|
$584,311,000 | 0.17% |
| L3Harris Technologies Inc |
22.34%
2,572
|
$577,620,000 | 0.16% |
| Netflix Inc. |
2.87%
824
|
$556,101,000 | 0.16% |
| Oracle Corp. |
No change
3,675
|
$518,910,000 | 0.15% |
| Summit Matls Inc |
Closed
11,447
|
$510,193,000 | |
| Comcast Corp New |
24.88%
12,836
|
$502,639,000 | 0.14% |
| Procter And Gamble Co |
23.71%
3,008
|
$496,058,000 | 0.14% |
| Johnson Ctls Intl Plc |
14.24%
7,386
|
$490,939,000 | 0.14% |
| Mcdonalds Corp |
3.24%
1,914
|
$487,747,000 | 0.14% |
| Wells Fargo Co New |
110.97%
7,753
|
$460,451,000 | 0.13% |
| Medtronic Plc |
26.32%
5,764
|
$453,684,000 | 0.13% |
| Halliburton Co. |
26.30%
12,854
|
$434,208,000 | 0.12% |
| Invesco Exch Traded Fd Tr Ii |
No change
9,765
|
$433,859,000 | 0.12% |
| Diamondback Energy Inc |
5.68%
2,140
|
$428,407,000 | 0.12% |
| CME Group Inc |
17.07%
2,177
|
$427,998,000 | 0.12% |
| Union Pac Corp |
33.36%
1,860
|
$420,844,000 | 0.12% |
| Ameriprise Finl Inc |
7.74%
966
|
$412,666,000 | 0.12% |
| Etfs Gold Tr |
26.68%
18,461
|
$410,203,000 | 0.12% |
| Devon Energy Corp. |
20.12%
8,134
|
$385,552,000 | 0.11% |
| Ishares Inc |
0.02%
11,166
|
$374,396,000 | 0.11% |
| Freeport-McMoRan Inc |
28.65%
7,643
|
$371,450,000 | 0.11% |
| Verizon Communications Inc |
27.60%
8,886
|
$366,459,000 | 0.10% |
| Air Prods Chems Inc |
4.91%
1,411
|
$364,109,000 | 0.10% |
| Boeing Co. |
1.49%
1,980
|
$360,453,000 | 0.10% |
| Intuitive Surgical Inc |
No change
807
|
$358,994,000 | 0.10% |
| SBA Communications Corp |
No change
1,750
|
$343,525,000 | 0.10% |
| Darden Restaurants, Inc. |
1.69%
2,210
|
$334,417,000 | 0.10% |
| Danaher Corp. |
1.49%
1,325
|
$331,051,000 | 0.09% |
| Bank America Corp |
22.22%
8,151
|
$324,165,000 | 0.09% |
| Chevron Corp. |
35.66%
2,032
|
$317,845,000 | 0.09% |
| Novo-nordisk A S |
No change
2,212
|
$315,741,000 | 0.09% |
| Pepsico Inc |
1.65%
1,910
|
$315,016,000 | 0.09% |
| Mastercard Incorporated |
10.17%
671
|
$296,018,000 | 0.08% |
| Spdr Ser Tr |
Closed
2,250
|
$295,290,000 | |
| Coca-Cola Co |
1.64%
4,638
|
$295,231,000 | 0.08% |
| Nushares Etf Tr |
0.14%
9,400
|
$292,622,000 | 0.08% |
| Grayscale Bitcoin Tr Btc |
Opened
5,232
|
$278,552,000 | 0.08% |
| Expeditors Intl Wash Inc |
No change
2,224
|
$277,533,000 | 0.08% |
| Eli Lilly Co |
No change
299
|
$270,709,000 | 0.08% |
| Pimco Equity Ser |
9.92%
7,643
|
$269,332,000 | 0.08% |
| Abbvie Inc |
13.47%
1,558
|
$267,226,000 | 0.08% |
| PPL Corp |
No change
9,393
|
$259,716,000 | 0.07% |
| Parker-Hannifin Corp. |
Closed
466
|
$258,998,000 | |
| Raymond James Finl Inc |
No change
2,061
|
$254,760,000 | 0.07% |
| Dexcom Inc |
Opened
2,138
|
$242,406,000 | 0.07% |
| Monster Beverage Corp. |
No change
4,800
|
$239,760,000 | 0.07% |
| Roper Technologies Inc |
8.39%
415
|
$233,919,000 | 0.07% |
| Spdr Sp Midcap 400 Etf Tr |
Closed
414
|
$230,350,000 | |
| Republic Svcs Inc |
9.78%
1,181
|
$229,516,000 | 0.07% |
| Columbia Etf Tr I |
13.03%
12,439
|
$219,458,000 | 0.06% |
| Best Buy Co. Inc. |
10.07%
2,553
|
$215,192,000 | 0.06% |
| Lowes Cos Inc |
Closed
833
|
$212,190,000 | |
| Ssga Active Tr |
No change
6,940
|
$206,223,000 | 0.06% |
| No transactions found | |||
| Showing first 500 out of 113 holdings | |||
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