Insight Holdings Group, LLC

CIK 0001305473 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Insight Holdings Group, LLC reported 30 positions worth $1.32B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: EQPT (20.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.32B
2026 Q2
Positions
30
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.9%
Est. Net Flow (Q)
2026 Q2
10 / 30 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1EQPTEQUIPMENTSHARE COM INCSH$265.9M20.21%13,526,731
2HAWKHAWKEYE 360 INCSH$183.4M13.94%9,068,074
3NVDANVIDIA CORPORATIONSH$128.7M9.78%643,340
4TSMTAIWAN SEMICONDUCTOR MFG LTDSH$112.1M8.52%234,645
5AMZNAMAZON COM INCSH$96.5M7.33%404,905
6GOOGLALPHABET INCSH$93.1M7.08%260,530
7METAMETA PLATFORMS INCSH$52.4M3.98%93,015
8COURCOURSERASH$50.4M3.83%8,942,501
9STUBSTUBHUBSH$44.2M3.36%3,437,380
10AAPLAPPLE INCSH$37.9M2.88%131,050

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Insight Holdings Group, LLC hold as of Q2 2026?

Insight Holdings Group, LLC reported 30 positions worth $1.32B in its Q2 2026 13F filing. Largest positions: EQPT (20.2%), HAWK (13.9%), NVDA (9.8%), TSM (8.5%) and AMZN (7.3%).

What did Insight Holdings Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Insight Holdings Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.