account_balance
Investment manager · 13F filer · SEC CIK 1305473
Insight Holdings Group, LLC
Reported value$1.32Bas of Jun 30, 2026
Positions30 7 new, 5 sold out
Top 10 weight80.9%EQPT alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EQPTEquipmentshare Com Inc
20.2%
HAWKHawkeye 360 Inc
13.9%New
NVDANvidia Corporation
9.8%Trimmed −4%
TSMTaiwan Semiconductor MFG Ltd
8.5%Added +2%
AMZNAmazon Com Inc
7.3%Added +4%
GOOGLAlphabet Inc
7.1%Trimmed −9%
METAMeta Platforms Inc
4.0%Trimmed −11%
COURCoursera
3.8%New
STUBStubhub
3.4%
AAPL2.9%BEBloom Energy Corp
2.0%Added +7%
SPCX1.9%EQPTEquipmentshare Com Inc
20.2%
HAWKHawkeye 360 Inc
13.9%New
NVDA9.8%TSM8.5%AMZN7.3%GOOGL7.1%META4.0%COUR3.8%STUB3.4%AAPL2.9%BE2.0%SPCX1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EQPT Equipmentshare Com Inc 20.2% HeldHAWK Hawkeye 360 Inc 13.9% NewNVDA Nvidia Corporation 9.8% Trimmed −4%TSM Taiwan Semiconductor MFG Ltd 8.5% Added +2%AMZN Amazon Com Inc 7.3% Added +4%GOOGL Alphabet Inc 7.1% Trimmed −9%META Meta Platforms Inc 4.0% Trimmed −11%COUR Coursera 3.8% NewSTUB Stubhub 3.4% HeldAAPL Apple Inc 2.9% NewBE Bloom Energy Corp 2.0% Added +7%SPCX Space Exploration Tech 1.9% New
What changed