Inscription Capital, LLC ST β€” SENSATA TECHNOLOGIES HLDG PL

Ownership history in Inscription Capital, LLC  Β·  4 quarters on record

AI Ownership Summary

Inscription Capital, LLC reported SENSATA TECHNOLOGIES HLDG PL (ST) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows ST at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Inscription Capital, LLC's position in SENSATA TECHNOLOGIES HLDG PL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ST was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Inscription Capital, LLC held ST β€” position size vs. price
% of Fund (quarterly)    ST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 28,462 +516 +1.8% 0.11% $1.0M 2026-04-20 $40.77
2025 Q4 ADDED β€” β€” β€” 27,946 +393 +1.4% 0.10% $930K 2026-01-29 $34.80
2025 Q3 ADDED β€” β€” β€” 27,553 +16,951 +159.9% 0.09% $842K 2025-10-29 $32.41
2025 Q2 INITIATED β€” β€” β€” 10,602 β€” β€” 0.05% $319K 2025-08-12 $30.87

FAQ About Inscription Capital, LLC and ST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Inscription Capital, LLC reported owning ST?

Inscription Capital, LLC reported ST across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ST position in Inscription Capital, LLC's portfolio?

The largest reported portfolio weight for ST was 0.11% in 2026 Q1.

What is the latest reported ST position on this page?

The most recent filing on this page is 2026 Q1, when Inscription Capital, LLC reported 28,462 shares, equal to 0.11% of portfolio, with an estimated market value of $1.0M.

What does the chart on this ST ownership page compare?

The chart compares Inscription Capital, LLC's quarterly ST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Inscription Capital, LLC time their ST position?

Based on 13F filing dates vs. subsequent ST price moves, Inscription Capital, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on ST relative to SPY over the holding period was +24.8%.

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