Insight Holdings Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Insight Holdings Group, LLC reported 30 stock positions worth $1.3 billion. Its top holding was Equipmentshare.com Class A (EQPT) at 20.2% of the portfolio, followed by Hawkeye 360 (HAWK, 13.9%) and Nvidia (NVDA, 9.8%). Compared with Q1 2026, it opened 7 new positions, sold out of 5, added to 11 and reduced 8. The biggest buy was a new position in Hawkeye 360 (HAWK) and the biggest sale an exit from Hinge Health Class A (HNGE).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001305473
- Portfolio Value
- $1.3B (Q2 2026)
- SEC Filing
- 0000899140-26-000867 ↗ filed Aug 14, 2026
Holdings Value
Holdings 30 stocks · $1.3B
| EQPT Equipmentshare.com Inc. Class A | 20.21% | 13,526,731 | $265.9M | No change |
| HAWK Hawkeye 360 Inc. | 13.94% | 9,068,074 | $183.4M | New |
| NVDA Nvidia Corp. | 9.78% | 643,340 | $128.7M | Reduce -4.0% |
| TSM Taiwan Semiconductor-SP ADR | 8.52% | 234,645 | $112.1M | Add +2.4% |
| AMZN Amazon.com Inc. | 7.33% | 404,905 | $96.5M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 7.08% | 260,530 | $93.1M | Reduce -9.4% |
| META Meta Platforms Inc. Class A | 3.98% | 93,015 | $52.4M | Reduce -11.4% |
| COUR Coursera Inc. | 3.83% | 8,942,501 | $50.4M | New |
| STUB Stubhub Holdings Inc. Class A | 3.36% | 3,437,380 | $44.2M | No change |
| AAPL Apple Inc. | 2.88% | 131,050 | $37.9M | New |
| BE Bloom Energy Corp. Class A | 2.02% | 87,725 | $26.6M | Add +6.9% |
| SPCX Space Exploration Techn Class A | 1.95% | 150,000 | $25.6M | New |
| AMAT Applied Materials Inc. | 1.74% | 31,595 | $22.8M | Reduce -15.4% |
| MU Micron Technology Inc. | 1.42% | 16,185 | $18.7M | Add +2352.3% |
| SHOP Shopify Inc. Class A | 1.33% | 153,440 | $17.5M | Add +62.1% |
| AVGO Broadcom Inc. | 1.13% | 39,405 | $14.9M | Reduce -36.2% |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 0.96% | 6,968,725 | $12.7M | No change |
| AMD Advanced Micro Devices | 0.90% | 20,370 | $11.8M | Add +7.0% |
| LRCX Lam Research Corp. | 0.84% | 25,430 | $11.0M | New |
| SPOT Spotify Technology SA | 0.76% | 21,765 | $10.0M | Reduce -30.7% |
| PANW Palo Alto Networks Inc. | 0.75% | 29,035 | $9.9M | Reduce -6.4% |
| TXN Texas Instruments Inc. | 0.75% | 32,920 | $9.8M | Add +45.9% |
| AXON Axon Enterprise Inc. | 0.68% | 16,025 | $9.0M | Add +0.3% |
| KYTX Kyverna Therapeutics Inc. | 0.67% | 989,054 | $8.8M | No change |
| MTSI Macom Technology Solutions H | 0.67% | 23,080 | $8.8M | Add +6.9% |
| LITE Lumentum Holdings Inc. | 0.61% | 9,380 | $8.0M | Add +57.1% |
| STX Seagate Technology Holdings | 0.60% | 8,150 | $7.9M | New |
| CEG Constellation Energy | 0.51% | 27,245 | $6.8M | Add +7.0% |
| INTC Intel Corp. | 0.48% | 45,605 | $6.4M | Reduce -63.6% |
| QNT Quantinuum Inc. Class A | 0.31% | 50,000 | $4.1M | New |
Portfolio Sells Q1 2026 → Q2 2026
| HNGE Hinge Health Inc. Class A | Sold out | 0.00% | −25.37 |
| UDMY Udemy Inc. | Sold out | 0.00% | −12.33 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.80 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.48 |
| SPOT Spotify Technology SA | Reduce -30.7% | 0.76% | −0.31 |
| META Meta Platforms Inc. Class A | Reduce -11.4% | 3.98% | −0.23 |
| AVGO Broadcom Inc. | Reduce -36.2% | 1.13% | −0.21 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.20 |
| INTC Intel Corp. | Reduce -63.6% | 0.48% | +0.10 |
| PANW Palo Alto Networks Inc. | Reduce -6.4% | 0.75% | +0.40 |
| AMAT Applied Materials Inc. | Reduce -15.4% | 1.74% | +0.84 |
| GOOGL Alphabet Inc. Class A | Reduce -9.4% | 7.08% | +1.27 |
| NVDA Nvidia Corp. | Reduce -4.0% | 9.78% | +1.58 |
Portfolio Buys Q1 2026 → Q2 2026
| HAWK Hawkeye 360 Inc. | New | 13.94% | +13.94 |
| COUR Coursera Inc. | New | 3.83% | +3.83 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.4% | 8.52% | +3.08 |
| AAPL Apple Inc. | New | 2.88% | +2.88 |
| SPCX Space Exploration Techn Class A | New | 1.95% | +1.95 |
| AMZN Amazon.com Inc. | Add +4.3% | 7.33% | +1.66 |
| MU Micron Technology Inc. | Add +2352.3% | 1.42% | +1.40 |
| BE Bloom Energy Corp. Class A | Add +6.9% | 2.02% | +1.24 |
| LRCX Lam Research Corp. | New | 0.84% | +0.84 |
| AMD Advanced Micro Devices | Add +7.0% | 0.90% | +0.63 |
| STX Seagate Technology Holdings | New | 0.60% | +0.60 |
| SHOP Shopify Inc. Class A | Add +62.1% | 1.33% | +0.54 |
| TXN Texas Instruments Inc. | Add +45.9% | 0.75% | +0.44 |
| MTSI Macom Technology Solutions H | Add +6.9% | 0.67% | +0.33 |
| LITE Lumentum Holdings Inc. | Add +57.1% | 0.61% | +0.32 |
| QNT Quantinuum Inc. Class A | New | 0.31% | +0.31 |
| AXON Axon Enterprise Inc. | Add +0.3% | 0.68% | +0.21 |
| CEG Constellation Energy | Add +7.0% | 0.51% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $1.3B | EQPT, HAWK, NVDA, TSM, AMZN |
| Q1 2026 | 28 | $1.4B | HNGE, EQPT, UDMY, NVDA, GOOGL |
| Q4 2025 | 30 | $1.3B | HNGE, UDMY, NVDA, GOOGL, MSFT |
| Q3 2025 | 27 | $1.6B | HNGE, UDMY, S, MSFT, NVDA |
| Q2 2025 | 28 | $2.4B | HNGE, CRWV, UDMY, S, ETWO |
| Q1 2025 | 25 | $1.3B | UDMY, S, REAL BROKERAGE INC/THE, NCNO, ETWO |
| Q4 2024 | 28 | $1.5B | UDMY, S, REAL BROKERAGE INC/THE, NCNO, ETWO |
| Q3 2024 | 29 | $2.3B | S, NCNO, UDMY, ETWO, REAL BROKERAGE INC/THE |
| Q2 2024 | 30 | $2.9B | NCNO, S, WKME, UDMY, ETWO |
| Q1 2024 | 31 | $3.6B | NCNO, S, UDMY, ETWO, WKME |