NEW YORK LIFE INSURANCE CO
InsuranceCIK
71633
Location
NEW YORK, NY
Portfolio Value
Small
$101,476,987
Diversification
Highly concentrated
Filing Date
Global Rank
#5,326
/ 8,232
▼ 88
Top Industry
Software - Infrastructure
100.0%
3Y Alpha vs SPY
-5.9%
Period ended 2 months ago
Filed May 7, 2026 · 38d
16 quarters · since Jun 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+51.6%
SPY
+76.3%
Annualised alpha
-5.9%
Max drawdown
−24.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
91.3%
+11.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,418
Highly concentrated+1,602
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 91.3% | $92,687,757 |
| Technology | 8.7% | $8,789,230 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NTSK | Netskope Inc | −338,958 | 1,035,245 | $8,789,230 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$101,476,987 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 142,522 | $92,687,757 | 91.34% | |
| NTSK |
Netskope Inc
Technology
|
Reduced | 1,035,245 | $8,789,230 | 8.66% |