Nest Investments, LLC
Long book
$123.0M
Q1 2026
Positions
29
Top-10 weight
80%
concentration
Last quarter
+0.3%
SPY -4.4%
Turnover
3%
of book per quarter
Strategy in plain words
auto-generated from filingsNest Investments, LLC is an institutional manager, running a $123.0M US long book across 29 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: GOLDMAN SACHS ACCESS TREASUR, PIMCO ACTIVE BOND EXCHANGE-T, VANGUARD TOT WORLD STK ETF, ISHARES 0-3 MONTH TREASURY B, ISHARES MSCI USA QUALITY FAC.
Sector allocation
No sector data
Long book by quarter
What does Nest Investments, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
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