SIT INVESTMENT ASSOCIATES INC
Long book
$4.93B
Q1 2026
Positions
501
Top-10 weight
23%
concentration
Last quarter
+8.4%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsSIT INVESTMENT ASSOCIATES INC is an institutional manager, running a $4.93B US long book across 501 positions.
The portfolio is broadly diversified across 501 positions (top 10 only 23%). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, ANGEL OAK FINANC STRAT INC, BROADCOM INC, BLACKROCK TAXABLE MUNI BND, APPLE INC.
Over the last 9 quarters its long book ran on average 1.7pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.1%
Q2 2024
+5.5%
Q3 2024
-0.1%
Q4 2024
-2.2%
Q1 2025
+7.4%
Q2 2025
+4.3%
Q3 2025
+1.5%
Q4 2025
-2.5%
Q1 2026
+8.4%
Sector allocation
Technology 43%
Financials 12%
Industrials 11%
Healthcare 9%
Consumer discretionary 7%
Utilities 5%
Services media 4%
Other 3%
Long book by quarter
What does SIT INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 824.1K | $143.7M | 2.9% | -0.8% |
| AVGO BROADCOM INC | Technology | 442.9K | $137.1M | 2.8% | 0.0% |
| AAPL APPLE INC | Technology | 467.0K | $118.5M | 2.4% | +1.7% |
| MSFT MICROSOFT CORP | Technology | 279.0K | $103.3M | 2.1% | +1.5% |
| GOOGL ALPHABET INC-CL A | Technology | 285.3K | $82.0M | 1.7% | -1.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 244.8K | $51.0M | 1.0% | +1.9% |
| AMAT APPLIED MATERIALS INC | Technology | 124.9K | $42.7M | 0.9% | +15.3% |
| META META PLATFORMS INC-CLASS A | Technology | 73.1K | $41.8M | 0.8% | +1.2% |
| CB CHUBB LTD | Financials | 111.9K | $36.5M | 0.7% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 111.9K | $32.9M | 0.7% | -0.2% |
| LLY ELI LILLY & CO | Healthcare | 34.3K | $31.5M | 0.6% | +6.7% |
| ANET ARISTA NETWORKS INC | Technology | 249.7K | $30.7M | 0.6% | -5.8% |
| WMB WILLIAMS COS INC | Utilities | 389.5K | $28.3M | 0.6% | -6.7% |
| UNH UNITEDHEALTH GROUP INC | Financials | 103.2K | $27.9M | 0.6% | +7.6% |
| GS GOLDMAN SACHS GROUP INC | Financials | 33.0K | $27.9M | 0.6% | -6.5% |
| GOOG ALPHABET INC-CL C | Technology | 83.8K | $24.0M | 0.5% | -0.4% |
| TJX TJX COMPANIES INC | Consumer discretionary | 149.7K | $23.9M | 0.5% | -2.0% |
| V VISA INC-CLASS A SHARES | Services media | 78.3K | $23.7M | 0.5% | +0.9% |
| HD HOME DEPOT INC | Consumer discretionary | 62.8K | $20.6M | 0.4% | -0.5% |
| LIN LINDE PLC | Materials | 40.4K | $20.0M | 0.4% | -11.3% |
| AZN ASTRAZENECA PLC | Healthcare | 99.8K | $19.7M | 0.4% | New |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 81.2K | $18.4M | 0.4% | -0.2% |
| ABT ABBOTT LABORATORIES | Healthcare | 173.9K | $17.9M | 0.4% | +15.1% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 13.5K | $17.8M | 0.4% | 0.0% |
| INTU INTUIT INC | Technology | 40.6K | $17.5M | 0.4% | +16.0% |
| MCD MCDONALD'S CORP | Consumer discretionary | 54.8K | $17.0M | 0.3% | +1.2% |
| MPWR MONOLITHIC POWER SYSTEMS INC | Technology | 15.5K | $16.9M | 0.3% | -2.7% |
| CIEN CIENA CORP | Technology | 42.8K | $16.6M | 0.3% | -8.6% |
| PANW PALO ALTO NETWORKS INC | Technology | 91.8K | $14.7M | 0.3% | +15.6% |
| BAC BANK OF AMERICA CORP | Financials | 295.9K | $14.4M | 0.3% | +6.3% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 30.7K | $14.2M | 0.3% | +4.3% |
| LNG CHENIERE ENERGY INC | Utilities | 49.6K | $14.1M | 0.3% | -18.5% |
| TEL TE CONNECTIVITY PLC | Consumer discretionary | 65.8K | $13.7M | 0.3% | -14.6% |
| FLS FLOWSERVE CORP | Industrials | 184.3K | $13.5M | 0.3% | -7.4% |
| AGX ARGAN INC | Industrials | 24.8K | $13.5M | 0.3% | -23.4% |
| VRT VERTIV HOLDINGS CO-A | Technology | 53.4K | $13.4M | 0.3% | +0.7% |
| AMP AMERIPRISE FINANCIAL INC | Financials | 30.0K | $13.3M | 0.3% | +41.6% |
| NFLX NETFLIX INC | Services media | 137.3K | $13.2M | 0.3% | +13.0% |
| SYK STRYKER CORP | Healthcare | 39.2K | $12.9M | 0.3% | -2.5% |
| XOM EXXON MOBIL CORP | Energy | 74.4K | $12.6M | 0.3% | +46.8% |
| ACN ACCENTURE PLC-CL A | Services media | 62.6K | $12.4M | 0.3% | +2.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 501 | $4.93B | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR/ANEW HOLDINGS | Feb 25, 2026 | 6 | $81.5M | $K fixed canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 506 | $5.00B | $K fixed canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 516 | $4.93B | $K fixed canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 524 | $4.68B | $K fixed canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 522 | $4.26B | $K fixed canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 530 | $4.41B | $K fixed canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 540 | $4.48B | $K fixed canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 533 | $4.34B | $K fixed canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 523 | $4.35B | $K fixed canonical | SEC ↗ |
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