Insight Holdings Group, LLC — 13F holdings

Insight Holdings Group, LLC reported 30 holdings worth $1.32B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. EQPT EQUIPMENTSHARE COM INC — $266M (20.2%)
2. HAWK HAWKEYE 360 INC — $183M (13.9%)
3. NVDA NVIDIA CORPORATION — $129M (9.8%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $112M (8.5%)
5. AMZN AMAZON COM INC — $96.5M (7.3%)
6. GOOGL ALPHABET INC — $93.1M (7.1%)
7. META META PLATFORMS INC — $52.4M (4.0%)
8. COUR COURSERA INC — $50.4M (3.8%)
9. STUB STUBHUB HLDGS INC — $44.2M (3.4%)
10. AAPL APPLE INC — $37.9M (2.9%)