§ 13F · FUND PROFILE
Insight Holdings Group, LLC.
AUM · $1.3B (13F)Positions · 30Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$320M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EQPT | EQUIPMENTSHARE COM INC | 13.53M | $266M | 20.2% | ±0% |
| 2 | HAWK | HAWKEYE 360 INC | 9.07M | $183M | 13.9% | NEW |
| 3 | NVDA | NVIDIA CORPORATION | 643K | $129M | 9.8% | −4% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 235K | $112M | 8.5% | +2% |
| 5 | AMZN | AMAZON COM INC | 405K | $97M | 7.3% | +4% |
| 6 | GOOGL | ALPHABET INC | 261K | $93M | 7.1% | −9% |
| 7 | META | META PLATFORMS INC | 93K | $52M | 4.0% | −11% |
| 8 | COUR | COURSERA | 8.94M | $50M | 3.8% | NEW |
| 9 | STUB | STUBHUB | 3.44M | $44M | 3.4% | ±0% |
| 10 | AAPL | APPLE INC | 131K | $38M | 2.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INSIGHT SIGNAL
AC read
Insight Holdings Group, LLC is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 30 positions.
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