Holdings
Sustainable Insight Capital Management, LLC
As of Jun 30, 2026, Sustainable Insight Capital Management, LLC reported 75 positions worth US$228M. Largest: Alphabet Inc (google) Class C, Apple Inc and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 70,235 | US$25.1M | +5,093 | Jun 30, 2026 |
| Apple Inc | 84,508 | US$24.5M | −43,479 | Jun 30, 2026 |
| Broadcom Inc. | 48,320 | US$18.3M | −18,650 | Jun 30, 2026 |
| Nvidia Corporation | 72,314 | US$14.5M | −36,742 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 24,048 | US$14M | +17,951 | Jun 30, 2026 |
| Eli Lilly And Company | 9,624 | US$11.5M | −7,157 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 28,600 | US$9.75M | −39,853 | Jun 30, 2026 |
| Palantir Technologies Inc. | 82,039 | US$9.57M | −5,200 | Jun 30, 2026 |
| Tesla, Inc. | 18,163 | US$7.64M | −12,400 | Jun 30, 2026 |
| Transdigm Group Inc. | 5,115 | US$6.81M | +1,262 | Jun 30, 2026 |