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Insight Holdings Group, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,315,744,493
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- EQUIPMENTSHARE COM INC · COM CL A · 29445S100 · shares: $265,935,531
- HAWKEYE 360 INC · COM SHS · 420201105 · shares: $183,356,456
- NVIDIA CORPORATION · COM · 67066G104 · shares: $128,725,901
- TAIWAN SEMICONDUCTOR MFG LTD · SPONSORED ADS · 874039100 · shares: $112,059,413
- AMAZON COM INC · COM · 023135106 · shares: $96,505,058
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $93,105,606
- META PLATFORMS INC · CL A · 30303M102 · shares: $52,394,419
- COURSERA · COM · 22266M104 · shares: $50,435,706
- STUBHUB · CL A · 86384P109 · shares: $44,239,081
- APPLE INC · COM · 037833100 · shares: $37,920,628
Reported holdings
30 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| EQUIPMENTSHARE COM INC | COM CL A | 29445S100 | — | 13,526,731 shares | $265,935,531 |
| HAWKEYE 360 INC | COM SHS | 420201105 | — | 9,068,074 shares | $183,356,456 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 643,340 shares | $128,725,901 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 234,645 shares | $112,059,413 |
| AMAZON COM INC | COM | 023135106 | — | 404,905 shares | $96,505,058 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 260,530 shares | $93,105,606 |
| META PLATFORMS INC | CL A | 30303M102 | — | 93,015 shares | $52,394,419 |
| COURSERA | COM | 22266M104 | — | 8,942,501 shares | $50,435,706 |
| STUBHUB | CL A | 86384P109 | — | 3,437,380 shares | $44,239,081 |
| APPLE INC | COM | 037833100 | — | 131,050 shares | $37,920,628 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 87,725 shares | $26,554,358 |
| SPACE EXPLORATION TECH | CLASS A COM STK | 84615Q103 | — | 150,000 shares | $25,629,000 |
| APPLIED MATERIAL INC | COM | 038222105 | — | 31,595 shares | $22,843,185 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 16,185 shares | $18,682,184 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 153,440 shares | $17,519,779 |
| BROADCOM INC | COM | 11135F101 | — | 39,405 shares | $14,885,239 |
| THE REAL BROKERAGE INC | COM NEW | 75585H206 | — | 6,968,725 shares | $12,683,080 |
| ADVANCED MICRO DEVICES | COM | 007903107 | — | 20,370 shares | $11,833,137 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 25,430 shares | $11,019,582 |
| SPOTIFY TECHNOLOGY SA | SHS | L8681T102 | — | 21,765 shares | $9,992,964 |
| PALO ALTO NETWORKS | COM | 697435105 | — | 29,035 shares | $9,901,516 |
| TEXAS INSTRUMENTS | COM | 882508104 | — | 32,920 shares | $9,812,464 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 16,025 shares | $8,983,775 |
| KYVERNA THERAPEUTICS INC | COM | 501976104 | — | 989,054 shares | $8,812,471 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | — | 23,080 shares | $8,778,940 |
| LUMENTUM HOLDINGS INC | COM | 55024U109 | — | 9,380 shares | $8,048,603 |
| SEAGATE TECHNOLOGY HOLDINGS | ORD SHS | G7997R103 | — | 8,150 shares | $7,864,750 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 27,245 shares | $6,766,841 |
| INTEL CORP | COM | 458140100 | — | 45,605 shares | $6,367,826 |
| QUANTINUUM INC | CL A COM | 74768A104 | — | 50,000 shares | $4,087,000 |