Insight Holdings Group as of June 30, 2026
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Equipmentshare Com Cl A (EQPT) | 20.2 | $266M | 14M | 19.66 | |
| Hawkeye 360 Com Shs | 13.9 | $183M | 9.1M | 20.22 | |
| NVIDIA Corporation (NVDA) | 9.8 | $129M | 643k | 200.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.5 | $112M | 235k | 477.57 | |
| Amazon (AMZN) | 7.3 | $97M | 405k | 238.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $93M | 261k | 357.37 | |
| Meta Platforms Cl A (META) | 4.0 | $52M | 93k | 563.29 | |
| Coursera (COUR) | 3.8 | $50M | 8.9M | 5.64 | |
| Stubhub Cl A (STUB) | 3.4 | $44M | 3.4M | 12.87 | |
| Apple (AAPL) | 2.9 | $38M | 131k | 289.36 | |
| Bloom Energy Corp Com Cl A (BE) | 2.0 | $27M | 88k | 302.70 | |
| Space Exploration Tech Class A Com Stk (SPCX) | 1.9 | $26M | 150k | 170.86 | |
| Applied Materials (AMAT) | 1.7 | $23M | 32k | 723.00 | |
| Micron Technology (MU) | 1.4 | $19M | 16k | 1154.29 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.3 | $18M | 153k | 114.18 | |
| Broadcom (AVGO) | 1.1 | $15M | 39k | 377.75 | |
| The Real Brokerage Com New (REAX) | 1.0 | $13M | 7.0M | 1.82 | |
| Advanced Micro Devices (AMD) | 0.9 | $12M | 20k | 580.91 | |
| Lam Research Corp Com New (LRCX) | 0.8 | $11M | 25k | 433.33 | |
| Spotify Technology Sa SHS (SPOT) | 0.8 | $10M | 22k | 459.13 | |
| Palo Alto Networks (PANW) | 0.8 | $9.9M | 29k | 341.02 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $9.8M | 33k | 298.07 | |
| Axon Enterprise (AXON) | 0.7 | $9.0M | 16k | 560.61 | |
| Kyverna Therapeutics (KYTX) | 0.7 | $8.8M | 989k | 8.91 | |
| M/a (MTSI) | 0.7 | $8.8M | 23k | 380.37 | |
| Lumentum Hldgs (LITE) | 0.6 | $8.0M | 9.4k | 858.06 | |
| Seagate Technology Holdings Ord Shs (STX) | 0.6 | $7.9M | 8.2k | 965.00 | |
| Constellation Energy (CEG) | 0.5 | $6.8M | 27k | 248.37 | |
| Intel Corporation (INTC) | 0.5 | $6.4M | 46k | 139.63 | |
| Quantinuum Cl A Com | 0.3 | $4.1M | 50k | 81.74 |
