1 tracked superinvestor hold INSULET CORP (PODD), worth $182M combined, led by Brian Berghuis. Smart money is accumulating PODD as of the latest 13F filings.
Current price
$158.29
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$182M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating PODD: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
INSULET CORP (PODD) appears mainly in diversified and quant books here (1 funds, $182M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Brian Berghuis at 0.9% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Brian Berghuis), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.9% | $182M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own PODD?
1 tracked funds hold INSULET CORP (PODD), the largest being Brian Berghuis (T. Rowe Price Mid-Cap Growth) at 0.9% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling PODD?
In the most recent 13F quarter, 1 tracked fund added or opened PODD and 0 trimmed it, including 1 brand-new position.
How much PODD do tracked funds hold?
Combined disclosed long exposure to PODD across tracked superinvestors is $182M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.