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Insight Holdings Group, LLC

CIK 1305473 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Insight Holdings Group, LLC reported 30 US-listed holdings worth $1.32 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Equipmentshare Com Inc. (20.2%), Hawkeye 360 Inc. Com SHS (13.9%) and NVIDIA Corp. (9.8%). Against the quarter before, it opened 7 positions, added to 11, trimmed 8 and sold out of 5.

Reported holdings$1.32B-7.6% on Q1 2026
Positions30+2 on Q1 2026
The largest ten80.9%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
EQPT20.2%HAWK13.9%NVDA9.8%TSM8.5%AMZN7.3%GOOGL7.1%META4.0%COUR3.8%STUB3.4%AAPL2.9%BE2.0%SPCX1.9%AMAT1.7%MU16 more12.0%

The 14 largest of its 30 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.30 billion in 29 positions$2.30BQ3 24Q4 2024: $1.55 billion in 28 positions$1.55BQ4 24Q1 2025: $1.29 billion in 25 positions$1.29BQ1 25Q2 2025: $2.39 billion in 28 positions$2.39BQ2 25Q3 2025: $1.62 billion in 27 positions$1.62BQ3 25Q4 2025: $1.34 billion in 30 positions$1.34BQ4 25Q1 2026: $1.42 billion in 28 positions$1.42BQ1 26Q2 2026: $1.32 billion in 30 positions$1.32BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 7Added 11Held 4Trimmed 8Sold out 5
Opened: 7Added: 11Held: 4Trimmed: 8Sold out: 5

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 7

  1. Hawkeye 360 Inc. Com SHS HAWK$183.4 million
  2. Coursera Inc. COUR$50.4 million
  3. Apple Inc. AAPL$37.9 million
  4. Space Exploration Techn Corp. Class A Com STK SPCX$25.6 million
  5. Lam Research Corp. LRCX$11.0 million
  6. Seagate Technology Holdings plc STX$7.9 million
  7. Quantinuum Inc. QNT$4.1 million

Added to 11

  1. Micron Technology Inc. MU+15,525 shares · +2352%
  2. Shopify Inc. SHOP+58,780 shares · +62%
  3. Amazon.com Inc. AMZN+16,530 shares · +4%
  4. Texas Instruments Inc. TXN+10,350 shares · +46%
  5. Lumentum Holdings Inc. LITE+3,410 shares · +57%
  6. Taiwan Semiconductor Manufacturing Company Limited TSM+5,530 shares · +2%
  7. Bloom Energy Corp. BE+5,695 shares · +7%
  8. Advanced Micro Devices Inc. AMD+1,330 shares · +7%

and 3 more in the table below

Trimmed 8

  1. Intel Corp. INTC-79,600 shares · -64%
  2. Alphabet Inc. GOOGL-26,920 shares · -9%
  3. Broadcom Inc. AVGO-22,355 shares · -36%
  4. Meta Platforms, Inc. META-11,940 shares · -11%
  5. NVIDIA Corp. NVDA-26,610 shares · -4%
  6. Spotify Technology S.A. SPOT-9,635 shares · -31%
  7. Applied Materials Inc. AMAT-5,760 shares · -15%
  8. Palo Alto Networks Inc. PANW-1,995 shares · -6%

Sold out of 5

  1. Hinge Health Inc. HNGE$361.5 million last quarter
  2. Udemy Inc. UDMY$175.7 million last quarter
  3. Microsoft Corp. MSFT$25.6 million last quarter
  4. Cloudflare Inc. NET$6.8 million last quarter
  5. Robinhood Markets, Inc. HOOD$2.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Equipmentshare Com Inc. EQPT13,526,731$265.9 million20.21%no change
Hawkeye 360 Inc. Com SHS HAWK9,068,074$183.4 million13.94%new
NVIDIA Corp. NVDA643,340$128.7 million9.78%-26,610
Taiwan Semiconductor Manufacturing Company Limited TSM234,645$112.1 million8.52%+5,530
Amazon.com Inc. AMZN404,905$96.5 million7.33%+16,530
Alphabet Inc. GOOGL260,530$93.1 million7.08%-26,920
Meta Platforms, Inc. META93,015$52.4 million3.98%-11,940
Coursera Inc. COUR8,942,501$50.4 million3.83%new
Stubhub Hldgs Inc. STUB3,437,380$44.2 million3.36%no change
Apple Inc. AAPL131,050$37.9 million2.88%new
Bloom Energy Corp. BE87,725$26.6 million2.02%+5,695
Space Exploration Techn Corp. Class A Com STK SPCX150,000$25.6 million1.95%new
Applied Materials Inc. AMAT31,595$22.8 million1.74%-5,760
Micron Technology Inc. MU16,185$18.7 million1.42%+15,525
Shopify Inc. SHOP153,440$17.5 million1.33%+58,780
Broadcom Inc. AVGO39,405$14.9 million1.13%-22,355
the Real Brokerage Inc. REAX6,968,725$12.7 million0.96%no change
Advanced Micro Devices Inc. AMD20,370$11.8 million0.90%+1,330
Lam Research Corp. LRCX25,430$11.0 million0.84%new
Spotify Technology S.A. SPOT21,765$10.0 million0.76%-9,635
Palo Alto Networks Inc. PANW29,035$9.9 million0.75%-1,995
Texas Instruments Inc. TXN32,920$9.8 million0.75%+10,350
Axon Enterprise, Inc. AXON16,025$9.0 million0.68%+45
Kyverna Therapeutics Inc. KYTX989,054$8.8 million0.67%no change
Macom Technology Solutions Holdings, Inc. MTSI23,080$8.8 million0.67%+1,490
Lumentum Holdings Inc. LITE9,380$8.0 million0.61%+3,410
Seagate Technology Holdings plc STX8,150$7.9 million0.60%new
Constellation Energy Corp. CEG27,245$6.8 million0.51%+1,770
Intel Corp. INTC45,605$6.4 million0.48%-79,600
Quantinuum Inc. QNT50,000$4.1 million0.31%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.