Insight Holdings Group, LLC 13F holdings
Insight Holdings Group, LLC reported 30 positions with a total reported value of $1.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: EQPT EQUIPMENTSHARE COM INC (20.2%), HAWK HAWKEYE 360 INC (13.9%), NVDA NVIDIA CORPORATION (9.8%), TSM TAIWAN SEMICONDUCTOR MFG LTD (8.5%), AMZN AMAZON COM INC (7.3%). Against 2026-03-31 it opened 7 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 30 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| EQPT EQUIPMENTSHARE COM INC | 13,526,731 | $265.9M | 20.2% |
| HAWK HAWKEYE 360 INC | 9,068,074 | $183.4M | 13.9% |
| NVDA NVIDIA CORPORATION | 643,340 | $128.7M | 9.8% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 234,645 | $112.1M | 8.5% |
| AMZN AMAZON COM INC | 404,905 | $96.5M | 7.3% |
| GOOGL ALPHABET INC | 260,530 | $93.1M | 7.1% |
| META META PLATFORMS INC | 93,015 | $52.4M | 4.0% |
| COUR COURSERA | 8,942,501 | $50.4M | 3.8% |
| STUB STUBHUB | 3,437,380 | $44.2M | 3.4% |
| AAPL APPLE INC | 131,050 | $37.9M | 2.9% |
| BE BLOOM ENERGY CORP | 87,725 | $26.6M | 2.0% |
| SPCX SPACE EXPLORATION TECH | 150,000 | $25.6M | 1.9% |
| APPLIED MATERIAL INC | 31,595 | $22.8M | 1.7% |
| MU MICRON TECHNOLOGY INC | 16,185 | $18.7M | 1.4% |
| SHOP SHOPIFY INC | 153,440 | $17.5M | 1.3% |
| AVGO BROADCOM INC | 39,405 | $14.9M | 1.1% |
| THE REAL BROKERAGE INC | 6,968,725 | $12.7M | 1.0% |
| AMD ADVANCED MICRO DEVICES | 20,370 | $11.8M | 0.9% |
| LRCX LAM RESEARCH CORP | 25,430 | $11.0M | 0.8% |
| SPOT SPOTIFY TECHNOLOGY SA | 21,765 | $10.0M | 0.8% |
| PANW PALO ALTO NETWORKS | 29,035 | $9.9M | 0.8% |
| TEXAS INSTRUMENTS | 32,920 | $9.8M | 0.7% |
| AXON AXON ENTERPRISE INC | 16,025 | $9.0M | 0.7% |
| KYTX KYVERNA THERAPEUTICS INC | 989,054 | $8.8M | 0.7% |
| MTSI MACOM TECH SOLUTIONS HLDGS I | 23,080 | $8.8M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 7 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| HAWK HAWKEYE 360 INC | 9,068,074 | $183.4M | 13.9% |
| COUR COURSERA | 8,942,501 | $50.4M | 3.8% |
| AAPL APPLE INC | 131,050 | $37.9M | 2.9% |
| SPCX SPACE EXPLORATION TECH | 150,000 | $25.6M | 1.9% |
| LRCX LAM RESEARCH CORP | 25,430 | $11.0M | 0.8% |
| STX SEAGATE TECHNOLOGY HOLDINGS | 8,150 | $7.9M | 0.6% |
| QNT QUANTINUUM INC | 50,000 | $4.1M | 0.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 660 | 16,185 | +2,352.3% | $18.7M |
| SHOP SHOPIFY INC | 94,660 | 153,440 | +62.1% | $17.5M |
| AMZN AMAZON COM INC | 388,375 | 404,905 | +4.3% | $96.5M |
| TEXAS INSTRUMENTS | 22,570 | 32,920 | +45.9% | $9.8M |
| LITE LUMENTUM HOLDINGS INC | 5,970 | 9,380 | +57.1% | $8.0M |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 229,115 | 234,645 | +2.4% | $112.1M |
| BE BLOOM ENERGY CORP | 82,030 | 87,725 | +6.9% | $26.6M |
| AMD ADVANCED MICRO DEVICES | 19,040 | 20,370 | +7.0% | $11.8M |
| MTSI MACOM TECH SOLUTIONS HLDGS I | 21,590 | 23,080 | +6.9% | $8.8M |
| CEG CONSTELLATION ENERGY CORP | 25,475 | 27,245 | +6.9% | $6.8M |
| AXON AXON ENTERPRISE INC | 15,980 | 16,025 | +0.3% | $9.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| INTC INTEL CORP | 125,205 | 45,605 | -63.6% | $6.4M |
| GOOGL ALPHABET INC | 287,450 | 260,530 | -9.4% | $93.1M |
| AVGO BROADCOM INC | 61,760 | 39,405 | -36.2% | $14.9M |
| META META PLATFORMS INC | 104,955 | 93,015 | -11.4% | $52.4M |
| NVDA NVIDIA CORPORATION | 669,950 | 643,340 | -4.0% | $128.7M |
| SPOT SPOTIFY TECHNOLOGY SA | 31,400 | 21,765 | -30.7% | $10.0M |
| APPLIED MATERIAL INC | 37,355 | 31,595 | -15.4% | $22.8M |
| PANW PALO ALTO NETWORKS | 31,030 | 29,035 | -6.4% | $9.9M |
CIK 1305473 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
