# Insight Holdings Group, LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1305473.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.32bn
- Positions: 30 (30 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1305473/000089914026000867/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [EQUIPMENTSHARE COM INC (EQPT)](/companies/eqpt.md) | COM CL A | $265.9m | 20.2% | 13,526,731 |  | Unchanged |
| [HAWKEYE 360 INC (HAWK)](/companies/hawk.md) | COM SHS | $183.4m | 13.9% | 9,068,074 |  | New +9,068,074 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $128.7m | 9.8% | 643,340 |  | Reduced −26,610 |
| [TAIWAN SEMICONDUCTOR MFG LTD (TSM)](/companies/tsm.md) | SPONSORED ADS | $112.1m | 8.5% | 234,645 |  | Added +5,530 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $96.5m | 7.3% | 404,905 |  | Added +16,530 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $93.1m | 7.1% | 260,530 |  | Reduced −26,920 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $52.4m | 4.0% | 93,015 |  | Reduced −11,940 |
| [COURSERA (COUR)](/companies/cour.md) | COM | $50.4m | 3.8% | 8,942,501 |  | New +8,942,501 |
| [STUBHUB (STUB)](/companies/stub.md) | CL A | $44.2m | 3.4% | 3,437,380 |  | Unchanged |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $37.9m | 2.9% | 131,050 |  | New +131,050 |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $26.6m | 2.0% | 87,725 |  | Added +5,695 |
| [SPACE EXPLORATION TECH (SPCX)](/companies/spcx.md) | CLASS A COM STK | $25.6m | 1.9% | 150,000 |  | New +150,000 |
| [APPLIED MATERIAL INC (AMAT)](/companies/amat.md) | COM | $22.8m | 1.7% | 31,595 |  | Reduced −5,760 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $18.7m | 1.4% | 16,185 |  | Added +15,525 |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $17.5m | 1.3% | 153,440 |  | Added +58,780 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $14.9m | 1.1% | 39,405 |  | Reduced −22,355 |
| THE REAL BROKERAGE INC | COM NEW | $12.7m | 1.0% | 6,968,725 |  | Unchanged |
| [ADVANCED MICRO DEVICES (AMD)](/companies/amd.md) | COM | $11.8m | 0.9% | 20,370 |  | Added +1,330 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $11.0m | 0.8% | 25,430 |  | New +25,430 |
| SPOTIFY TECHNOLOGY SA | SHS | $10.0m | 0.8% | 21,765 |  | Reduced −9,635 |
| [PALO ALTO NETWORKS (PANW)](/companies/panw.md) | COM | $9.9m | 0.8% | 29,035 |  | Reduced −1,995 |
| [TEXAS INSTRUMENTS (TXN)](/companies/txn.md) | COM | $9.8m | 0.7% | 32,920 |  | Added +10,350 |
| [AXON ENTERPRISE INC (AXON)](/companies/axon.md) | COM | $9.0m | 0.7% | 16,025 |  | Added +45 |
| [KYVERNA THERAPEUTICS INC (KYTX)](/companies/kytx.md) | COM | $8.8m | 0.7% | 989,054 |  | Unchanged |
| [MACOM TECH SOLUTIONS HLDGS I (MTSI)](/companies/mtsi.md) | COM | $8.8m | 0.7% | 23,080 |  | Added +1,490 |
| [LUMENTUM HOLDINGS INC (LITE)](/companies/lite.md) | COM | $8.0m | 0.6% | 9,380 |  | Added +3,410 |
| SEAGATE TECHNOLOGY HOLDINGS | ORD SHS | $7.9m | 0.6% | 8,150 |  | New +8,150 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $6.8m | 0.5% | 27,245 |  | Added +1,770 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $6.4m | 0.5% | 45,605 |  | Reduced −79,600 |
| [QUANTINUUM INC (QNT)](/companies/qnt.md) | CL A COM | $4.1m | 0.3% | 50,000 |  | New +50,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CLOUDFLARE INC (NET)](/companies/net.md) | CL A COM | $0 | 0.0% | 0 |  | Sold out −32,800 |
| [HINGE HEALTH INC (HNGE)](/companies/hnge.md) | CL A | $0 | 0.0% | 0 |  | Sold out −9,375,164 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $0 | 0.0% | 0 |  | Sold out −69,275 |
| [ROBINHOOD MARKETS (HOOD)](/companies/hood.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −42,035 |
| UDEMY INC | COM | $0 | 0.0% | 0 |  | Sold out −38,032,260 |

Source: SEC EDGAR, Form 13F-HR, accession 0000899140-26-000867. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.