Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 30
- +2 vs. Q1 2026
- Portfolio value
- $1.32B
- −$108.9M (−7.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EQPTEquipmentShare.com Inc | COM CL A | 13,526,731 | $265.9M | 20.2% | 00.0% | Unchanged | History |
| HAWKHawkEye 360, Inc. | COM SHS | 9,068,074 | $183.4M | 13.9% | +9,068,074 | New | History |
| NVDANVIDIA Corp | Stock | 643,340 | $128.7M | 9.8% | −26,610−4.0% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 234,645 | $112.1M | 8.5% | +5,530+2.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 404,905 | $96.5M | 7.3% | +16,530+4.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 260,530 | $93.1M | 7.1% | −26,920−9.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 93,015 | $52.4M | 4.0% | −11,940−11.4% | Reduced | History |
| COURCoursera, Inc. | COM | 8,942,501 | $50.4M | 3.8% | +8,942,501 | New | History |
| STUBStubHub Holdings, Inc. | CL A | 3,437,380 | $44.2M | 3.4% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 131,050 | $37.9M | 2.9% | +131,050 | New | History |
| BEBloom Energy Corp | COM CL A | 87,725 | $26.6M | 2.0% | +5,695+6.9% | Added | History |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 150,000 | $25.6M | 1.9% | +150,000 | New | History |
| AMATApplied Materials Inc | Stock | 31,595 | $22.8M | 1.7% | −5,760−15.4% | Reduced | History |
| MUMicron Technology Inc | Stock | 16,185 | $18.7M | 1.4% | +15,525+2,352.3% | Added | History |
| SHOPShopify Inc. | Stock | 153,440 | $17.5M | 1.3% | +58,780+62.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 39,405 | $14.9M | 1.1% | −22,355−36.2% | Reduced | History |
| REAXReal REMAX Group Inc. | COM NEW | 6,968,725 | $12.7M | 1.0% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 20,370 | $11.8M | 0.9% | +1,330+7.0% | Added | History |
| LRCXLam Research Corp | Stock | 25,430 | $11.0M | 0.8% | +25,430 | New | History |
| SPOTSpotify Technology S.A. | Stock | 21,765 | $9.99M | 0.8% | −9,635−30.7% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 29,035 | $9.90M | 0.8% | −1,995−6.4% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 32,920 | $9.81M | 0.7% | +10,350+45.9% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 16,025 | $8.98M | 0.7% | +45+0.3% | Added | History |
| KYTXKyverna Therapeutics, Inc. | COM | 989,054 | $8.81M | 0.7% | 00.0% | Unchanged | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 23,080 | $8.78M | 0.7% | +1,490+6.9% | Added | History |
| LITELumentum Holdings Inc. | COM | 9,380 | $8.05M | 0.6% | +3,410+57.1% | Added | History |
| STXSeagate Technology Holdings plc | ORD SHS | 8,150 | $7.86M | 0.6% | +8,150 | New | History |
| CEGConstellation Energy Corp | Stock | 27,245 | $6.77M | 0.5% | +1,770+6.9% | Added | History |
| INTCIntel Corp | Stock | 45,605 | $6.37M | 0.5% | −79,600−63.6% | Reduced | History |
| QNTQuantinuum Inc. | CL A COM | 50,000 | $4.09M | 0.3% | +50,000 | New | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HNGEHinge Health, Inc. | CL A | 9,375,164 | $361.5M | 25.4% | History |
| UDMYUdemy, Inc. | COM | 38,032,260 | $175.7M | 12.3% | History |
| MSFTMicrosoft Corp | Stock | 69,275 | $25.6M | 1.8% | History |
| NETCloudflare, Inc. | CL A COM | 32,800 | $6.77M | 0.5% | History |
| HOODRobinhood Markets, Inc. | Stock | 42,035 | $2.91M | 0.2% | History |