Insight Holdings Group, LLC
Insight Holdings Group, LLC reported 30 holdings worth US$1.32B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Insight Holdings Group, LLC reported 30 holdings worth US$1.32B as of Jun 30, 2026. Largest: Equipmentshare.com Inc, Hawkeye 360, Inc. and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 30
- Value as reported
- US$1.32B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Equipmentshare.com Inc | 13.5M | US$266M | 20.2% |
| Hawkeye 360, Inc. | 9.07M | US$183M | 13.9% |
| Nvidia Corporation | 643K | US$129M | 9.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 235K | US$112M | 8.5% |
| Amazon.com, Inc. | 405K | US$96.5M | 7.3% |
| Alphabet Inc (google) Class C | 261K | US$93.1M | 7.1% |
| Meta Platforms, Inc. | 93,015 | US$52.4M | 4.0% |
| Coursera, Inc. | 8.94M | US$50.4M | 3.8% |
| Stubhub Holdings, Inc. | 3.44M | US$44.2M | 3.4% |
| Apple Inc | 131K | US$37.9M | 2.9% |
| Bloom Energy Corporation | 87,725 | US$26.6M | 2.0% |
| Space Exploration Technologies Corp | 150K | US$25.6M | 1.9% |
| Applied Materials, Inc. | 31,595 | US$22.8M | 1.7% |
| Micron Technology, Inc. | 16,185 | US$18.7M | 1.4% |
| Shopify Inc. | 153K | US$17.5M | 1.3% |
| Broadcom Inc. | 39,405 | US$14.9M | 1.1% |
| The Real Brokerage, Inc. | 6.97M | US$12.7M | 0.96% |
| Advanced Micro Devices Inc | 20,370 | US$11.8M | 0.90% |
| Lam Research Corporation | 25,430 | US$11M | 0.84% |
| Palo Alto Networks, Inc. | 29,035 | US$9.9M | 0.75% |
| Texas Instruments Incorporated | 32,920 | US$9.81M | 0.75% |
| Axon Enterprise, Inc. | 16,025 | US$8.98M | 0.68% |
| Kyverna Therapeutics, Inc. | 989K | US$8.81M | 0.67% |
| Macom Technology Solutions Holdings, Inc. | 23,080 | US$8.78M | 0.67% |
| Lumentum Holdings Inc. | 9,380 | US$8.05M | 0.61% |
| Constellation Energy Corporation | 27,245 | US$6.77M | 0.51% |
| Intel Corporation | 45,605 | US$6.37M | 0.48% |
| Quantinuum Inc. | 50,000 | US$4.09M | 0.31% |
| Cloudflare, Inc. | 0 | US$0 | 0.00% |
| Hinge Health, Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |
| Udemy, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related