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Insight Holdings Group, LLC

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13F filer, CIK 1305473, NEW YORK, NY

Insight Holdings Group, LLC reported $1,315,744,493 across 30 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 80.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000899140-26-000867

Changes against Q1 2026 are not shown: its report omitted holdings under a confidential treatment request (28 positions on file), so every position would read as new.

Period
2026-06-30
Reported value
$1.32B
Holdings
30
Top 10 weight
80.92%
New
Sold out

Part of the filer group Insight Holdings Group, LLC

How groups are built

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000899140-26-000867, largest first. % of portfolio is the value over $1,315,744,493, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EQPTEQUIPMENTSHARE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,526,731 shares; 2026Q2: 13,526,731 shares 13,526,731$266M20.21%Timeline
HAWKHAWKEYE 360 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,068,074 shares 9,068,074$183M13.94%Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545,200 shares; 2024Q4: 427,100 shares; 2025Q1: 511,400 shares; 2025Q2: 511,400 shares; 2025Q3: 466,200 shares; 2025Q4: 549,640 shares; 2026Q1: 669,950 shares; 2026Q2: 643,340 shares 643,340$129M9.78%Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,300 shares; 2024Q4: 203,830 shares; 2025Q1: 216,330 shares; 2025Q2: 246,930 shares; 2025Q3: 213,030 shares; 2025Q4: 225,225 shares; 2026Q1: 229,115 shares; 2026Q2: 234,645 shares 234,645$112M8.52%Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409,900 shares; 2024Q4: 409,900 shares; 2025Q1: 393,300 shares; 2025Q2: 450,400 shares; 2025Q3: 358,700 shares; 2025Q4: 353,670 shares; 2026Q1: 388,375 shares; 2026Q2: 404,905 shares 404,905$96.5M7.33%Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,600 shares; 2024Q4: 161,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,900 shares; 2025Q4: 283,760 shares; 2026Q1: 287,450 shares; 2026Q2: 260,530 shares 260,530$93.1M7.08%Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,130 shares; 2024Q4: 97,240 shares; 2025Q1: 100,940 shares; 2025Q2: 84,940 shares; 2025Q3: 84,940 shares; 2025Q4: 55,695 shares; 2026Q1: 104,955 shares; 2026Q2: 93,015 shares 93,015$52.4M3.98%Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,942,501 shares 8,942,501$50.4M3.83%Timeline
STUBSTUBHUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,437,380 shares; 2025Q4: 3,437,380 shares; 2026Q1: 3,437,380 shares; 2026Q2: 3,437,380 shares 3,437,380$44.2M3.36%Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,800 shares; 2024Q4: 165,070 shares; 2025Q1: 112,370 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,940 shares; 2026Q1: not reported; 2026Q2: 131,050 shares 131,050$37.9M2.88%Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,030 shares; 2026Q2: 87,725 shares 87,725$26.6M2.02%Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150,000 shares 150,000$25.6M1.95%Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,355 shares; 2026Q2: 31,595 shares 31,595$22.8M1.74%Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares; 2026Q2: 16,185 shares 16,185$18.7M1.42%Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,100 shares; 2024Q4: 67,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,530 shares; 2026Q1: 94,660 shares; 2026Q2: 153,440 shares 153,440$17.5M1.33%Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,400 shares; 2024Q4: 20,710 shares; 2025Q1: 26,710 shares; 2025Q2: 52,710 shares; 2025Q3: 52,710 shares; 2025Q4: 60,010 shares; 2026Q1: 61,760 shares; 2026Q2: 39,405 shares 39,405$14.9M1.13%Timeline
REAXTHE REAL BROKERAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,573,696 shares; 2024Q4: 34,134,990 shares; 2025Q1: 34,134,990 shares; 2025Q2: 30,401,595 shares; 2025Q3: 7,623,461 shares; 2025Q4: 6,968,725 shares; 2026Q1: 6,968,725 shares; 2026Q2: 6,968,725 shares 6,968,725$12.7M0.96%Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,585 shares; 2026Q1: 19,040 shares; 2026Q2: 20,370 shares 20,370$11.8M0.9%Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,430 shares 25,430$11M0.84%Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,520 shares; 2026Q1: 31,400 shares; 2026Q2: 21,765 shares 21,765$9.99M0.76%Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,000 shares; 2025Q4: 51,705 shares; 2026Q1: 31,030 shares; 2026Q2: 29,035 shares 29,035$9.9M0.75%Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,570 shares; 2026Q2: 32,920 shares 32,920$9.81M0.75%Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,980 shares; 2026Q2: 16,025 shares 16,025$8.98M0.68%Timeline
KYTXKYVERNA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 912,915 shares; 2024Q4: 912,915 shares; 2025Q1: 989,054 shares; 2025Q2: 989,054 shares; 2025Q3: 989,054 shares; 2025Q4: 989,054 shares; 2026Q1: 989,054 shares; 2026Q2: 989,054 shares 989,054$8.81M0.67%Timeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,590 shares; 2026Q2: 23,080 shares 23,080$8.78M0.67%Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,970 shares; 2026Q2: 9,380 shares 9,380$8.05M0.61%Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,150 shares 8,150$7.86M0.6%Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,875 shares; 2026Q1: 25,475 shares; 2026Q2: 27,245 shares 27,245$6.77M0.51%Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,545 shares; 2026Q1: 125,205 shares; 2026Q2: 45,605 shares 45,605$6.37M0.48%Timeline
QNTQUANTINUUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000$4.09M0.31%Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000899140-26-000867 base2026-08-14acceptance time not in the bulk data set