Insight Holdings Group, LLC reported 29 positions worth $1.30B for the quarter ended Jun 30, 2026, up 5.8% on the prior quarter. It opened 7 new positions, added to 11, trimmed 8 and exited 4. Its largest holding is EquipmentShare.com Inc at 20.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HAWK HawkEye 360, Inc. | +9.07M | – | $183.36M | 14.07% |
| COUR Coursera, Inc. | +8.94M | – | $50.44M | 3.87% |
| AAPL Apple Inc. | +131.1K | – | $37.92M | 2.91% |
| SPCX Space Exploration Technologies Corp | +150.0K | – | $25.63M | 1.97% |
| MU Micron Technology Inc | +15.5K | +2,352.3% | $17.92M | 1.43% |
| LRCX Lam Research Corp | +25.4K | – | $11.02M | 0.846% |
| STX Seagate Technology Holdings plc | +8,150 | – | $7.86M | 0.604% |
| SHOP Shopify Inc. | +58.8K | +62.1% | $6.71M | 1.34% |
| QNT Quantinuum Inc. | +50.0K | – | $4.09M | 0.314% |
| AMZN Amazon Com Inc | +16.5K | +4.3% | $3.94M | 7.41% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HNGE Hinge Health, Inc. | -9.38M | -100.0% | $361.51M | Exited |
| MSFT Microsoft Corp | -69.3K | -100.0% | $25.64M | Exited |
| INTC Intel Corp | -79.6K | -63.6% | $11.11M | 0.489% |
| GOOGL Alphabet Inc. | -26.9K | -9.4% | $9.62M | 7.15% |
| AVGO Broadcom Inc. | -22.4K | -36.2% | $8.44M | 1.14% |
| NET Cloudflare, Inc. | -32.8K | -100.0% | $6.77M | Exited |
| META Meta Platforms, Inc. | -11.9K | -11.4% | $6.73M | 4.02% |
| NVDA Nvidia Corp | -26.6K | -4.0% | $5.32M | 9.88% |
| SPOT Spotify Technology S.A. | -9,635 | -30.7% | $4.42M | 0.767% |
| AMAT Applied Materials Inc | -5,760 | -15.4% | $4.16M | 1.75% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HAWK HawkEye 360, Inc. | +9.07M | $183.36M | 14.07% |
| COUR Coursera, Inc. | +8.94M | $50.44M | 3.87% |
| AAPL Apple Inc. | +131.1K | $37.92M | 2.91% |
| SPCX Space Exploration Technologies Corp | +150.0K | $25.63M | 1.97% |
| LRCX Lam Research Corp | +25.4K | $11.02M | 0.846% |
| STX Seagate Technology Holdings plc | +8,150 | $7.86M | 0.604% |
| QNT Quantinuum Inc. | +50.0K | $4.09M | 0.314% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | EQPT EquipmentShare.com Inc | Industrials | 13.53M | $265.94M | 20.41% | 0 | 0.0% | Unchanged | 5.35% |
| 2 | HAWK HawkEye 360, Inc. | Industrials | 9.07M | $183.36M | 14.07% | +9.07M | – | New | 9.26% |
| 3 | NVDA Nvidia Corp | Technology | 643.3K | $128.73M | 9.88% | -26.6K | -4.0% | Reduced | 0% |
| 4 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 234.6K | $112.06M | 8.6% | +5,530 | +2.4% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 404.9K | $96.51M | 7.41% | +16.5K | +4.3% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 260.5K | $93.11M | 7.15% | -26.9K | -9.4% | Reduced | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 93.0K | $52.39M | 4.02% | -11.9K | -11.4% | Reduced | 0% |
| 8 | COUR Coursera, Inc. | Technology | 8.94M | $50.44M | 3.87% | +8.94M | – | New | 3.26% |
| 9 | STUB StubHub Holdings, Inc. | Technology | 3.44M | $44.24M | 3.4% | 0 | 0.0% | Unchanged | 0.97% |
| 10 | AAPL Apple Inc. | Technology | 131.1K | $37.92M | 2.91% | +131.1K | – | New | 0% |
| 11 | BE Bloom Energy Corp | Industrials | 87.7K | $26.55M | 2.04% | +5,695 | +6.9% | Added | 0.03% |
| 12 | SPCX Space Exploration Technologies Corp | Industrials | 150.0K | $25.63M | 1.97% | +150.0K | – | New | 0% |
| 13 | AMAT Applied Materials Inc | Technology | 31.6K | $22.84M | 1.75% | -5,760 | -15.4% | Reduced | 0% |
| 14 | MU Micron Technology Inc | Technology | 16.2K | $18.68M | 1.43% | +15.5K | +2,352.3% | Added | 0% |
| 15 | SHOP Shopify Inc. | Technology | 153.4K | $17.52M | 1.34% | +58.8K | +62.1% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Insight Holdings.
As of its Q2 2026 13F filing, Insight Holdings Group, LLC’s five largest positions were EquipmentShare.com Inc (EQPT) at 20.4%, HawkEye 360, Inc. (HAWK) at 14.1%, Nvidia Corp (NVDA) at 9.9%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 8.6%, Amazon Com Inc (AMZN) at 7.4% of the reported portfolio.
Insight Holdings Group, LLC reported a 13F portfolio worth $1.30B across 29 positions for Q2 2026. That is up 5.8% from the previous quarter.
Its largest purchases by value were HawkEye 360, Inc. ($183.36M), Coursera, Inc. ($50.44M), Apple Inc. ($37.92M). It opened 7 new positions.
Its largest sales by value were Hinge Health, Inc. ($361.51M), Microsoft Corp ($25.64M), Intel Corp ($11.11M). It exited 4 positions entirely.
From the Form 13F-HR reports Insight Holdings Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.