Insight Holdings Group, LLC
An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1305473.
- Reported value$1.32bn
- Positions30
Holdings: 30 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Equipmentshare Com IncEQPT | COM CL A | 29445S100 | 266 | 20.2% | 13,526,731 | Unchanged | |
| Hawkeye 360 IncHAWK | COM SHS | 420201105 | 183 | 13.9% | 9,068,074 | New+9,068,074 | |
| Nvidia CorporationNVDA | COM | 67066G104 | 129 | 9.8% | 643,340 | Reduced−26,610 | |
| Taiwan Semiconductor MFG LtdTSM | SPONSORED ADS | 874039100 | 112 | 8.5% | 234,645 | Added+5,530 | |
| Amazon Com IncAMZN | COM | 023135106 | 96.5 | 7.3% | 404,905 | Added+16,530 | |
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 93.1 | 7.1% | 260,530 | Reduced−26,920 | |
| Meta Platforms IncMETA | CL A | 30303M102 | 52.4 | 4.0% | 93,015 | Reduced−11,940 | |
| CourseraCOUR | COM | 22266M104 | 50.4 | 3.8% | 8,942,501 | New+8,942,501 | |
| StubhubSTUB | CL A | 86384P109 | 44.2 | 3.4% | 3,437,380 | Unchanged | |
| Apple IncAAPL | COM | 037833100 | 37.9 | 2.9% | 131,050 | New+131,050 | |
| Bloom Energy CorpBE | COM CL A | 093712107 | 26.6 | 2.0% | 87,725 | Added+5,695 | |
| Space Exploration TechSPCX | CLASS A COM STK | 84615Q103 | 25.6 | 1.9% | 150,000 | New+150,000 | |
| Applied Material IncAMAT | COM | 038222105 | 22.8 | 1.7% | 31,595 | Reduced−5,760 | |
| Micron Technology IncMU | COM | 595112103 | 18.7 | 1.4% | 16,185 | Added+15,525 | |
| Shopify IncSHOP | CL A SUB VTG SHS | 82509L107 | 17.5 | 1.3% | 153,440 | Added+58,780 | |
| Broadcom IncAVGO | COM | 11135F101 | 14.9 | 1.1% | 39,405 | Reduced−22,355 | |
| The Real Brokerage Inc | COM NEW | 75585H206 | 12.7 | 1.0% | 6,968,725 | Unchanged | |
| Advanced Micro DevicesAMD | COM | 007903107 | 11.8 | 0.9% | 20,370 | Added+1,330 | |
| LAM Research CorpLRCX | COM NEW | 512807306 | 11.0 | 0.8% | 25,430 | New+25,430 | |
| Spotify Technology SA | SHS | L8681T102 | 10.0 | 0.8% | 21,765 | Reduced−9,635 | |
| Palo Alto NetworksPANW | COM | 697435105 | 9.9 | 0.8% | 29,035 | Reduced−1,995 | |
| Texas InstrumentsTXN | COM | 882508104 | 9.8 | 0.7% | 32,920 | Added+10,350 | |
| Axon Enterprise IncAXON | COM | 05464C101 | 9.0 | 0.7% | 16,025 | Added+45 | |
| Kyverna Therapeutics IncKYTX | COM | 501976104 | 8.8 | 0.7% | 989,054 | Unchanged | |
| Macom Tech Solutions Holdings IMTSI | COM | 55405Y100 | 8.8 | 0.7% | 23,080 | Added+1,490 | |
| Lumentum Holdings IncLITE | COM | 55024U109 | 8.0 | 0.6% | 9,380 | Added+3,410 | |
| Seagate Technology Holdings | ORD SHS | G7997R103 | 7.9 | 0.6% | 8,150 | New+8,150 | |
| Constellation Energy CorpCEG | COM | 21037T109 | 6.8 | 0.5% | 27,245 | Added+1,770 | |
| Intel CorpINTC | COM | 458140100 | 6.4 | 0.5% | 45,605 | Reduced−79,600 | |
| Quantinuum IncQNT | CL A COM | 74768A104 | 4.1 | 0.3% | 50,000 | New+50,000 |
Sold out: 5 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Cloudflare IncNET | CL A COM | 18915M107 | 0.0 | 0.0% | 0 | Sold out−32,800 | |
| Hinge Health IncHNGE | CL A | 433313103 | 0.0 | 0.0% | 0 | Sold out−9,375,164 | |
| Microsoft CorpMSFT | COM | 594918104 | 0.0 | 0.0% | 0 | Sold out−69,275 | |
| Robinhood MarketsHOOD | COM CL A | 770700102 | 0.0 | 0.0% | 0 | Sold out−42,035 | |
| Udemy Inc | COM | 902685106 | 0.0 | 0.0% | 0 | Sold out−38,032,260 |
Source: SEC EDGAR, Form 13F-HR, accession 0000899140-26-000867 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.