2026 Q2 Portfolio Activity
In 2026 Q2, Insight Holdings Group, LLC maintained a portfolio of 35 distinct positions. The most significant new addition was COURSERA, now representing 3.83% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 2352.3%. Conversely, Insight Holdings Group, LLC completely exited their position in HINGE HEALTH INC.
Position History
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Total Positions
35
Quarter
2026 Q2
Top Holding
N/A (20.2%)
Top 10 Concentration
80.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-35 of 35
Insight Holdings Group, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
EQUIPMENTSHARE ...
|
|
Unknown | 20.21% | 19.34% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
13,526,731 | $265,935,531 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
N/A
HAWKEYE 360 INC
|
|
Unknown | 13.94% | — |
#2
Prev: #—
|
9.0 |
—
|
9,068,074 | — |
NEW
|
9,068,074 | $183,356,456 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 9.78% | 8.20% |
#3
1
Prev: #4
|
5.4 |
—
|
-26,610 | -4.0% |
P
S
|
643,340 | $128,725,901 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 8.52% | 5.44% |
#4
3
Prev: #7
|
4.4 |
—
|
5,530 | 2.4% |
P
S
|
234,645 | $112,059,413 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 7.33% | 5.68% |
#5
1
Prev: #6
|
3.9 |
—
|
16,530 | 4.3% |
P
S
|
404,905 | $96,505,058 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 7.08% | 5.80% |
#6
1
Prev: #5
|
3.3 |
—
|
-26,920 | -9.4% |
P
S
|
260,530 | $93,105,606 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 3.98% | 4.21% |
#7
1
Prev: #8
|
2.1 |
—
|
-11,940 | -11.4% |
P
S
|
93,015 | $52,394,419 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COUR
COURSERA
|
Consumer Defensive | 3.83% | — |
#8
Prev: #—
|
5.0 |
—
|
8,942,501 | — |
NEW
|
8,942,501 | $50,435,706 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STUB
STUBHUB
|
Communication Services | 3.36% | 1.51% |
#9
1
Prev: #10
|
2.3 |
—
|
no change | no change |
P
S
|
3,437,380 | $44,239,081 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 2.88% | — |
#10
Prev: #—
|
4.7 |
—
|
131,050 | — |
NEW
|
131,050 | $37,920,628 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 2.02% | 0.78% |
#11
5
Prev: #16
|
2.8 |
—
|
5,695 | 6.9% |
P
S
|
87,725 | $26,554,358 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 1.95% | — |
#12
Prev: #—
|
4.3 |
—
|
150,000 | — |
NEW
|
150,000 | $25,629,000 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AMAT
APPLIED MATERIA...
|
Technology | 1.74% | 0.90% |
#13
1
Prev: #14
|
1.2 |
—
|
-5,760 | -15.4% |
P
S
|
31,595 | $22,843,185 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.42% | 0.02% |
#14
14
Prev: #28
|
3.6 |
—
|
15,525 | 2352.3% |
P
S
|
16,185 | $18,682,184 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHOP
SHOPIFY INC
|
Technology | 1.33% | 0.79% |
#15
Prev: #15
|
3.5 |
—
|
58,780 | 62.1% |
P
S
|
153,440 | $17,519,779 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.13% | 1.34% |
#16
5
Prev: #11
|
0.5 |
—
|
-22,355 | -36.2% |
P
S
|
39,405 | $14,885,239 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
REAX
THE REAL BROKER...
|
Real Estate | 0.96% | 1.22% |
#17
5
Prev: #12
|
1.4 |
—
|
no change | no change |
P
S
|
6,968,725 | $12,683,080 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.90% | 0.27% |
#18
8
Prev: #26
|
2.4 |
—
|
1,330 | 7.0% |
P
S
|
20,370 | $11,833,137 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.84% | — |
#19
Prev: #—
|
3.8 |
—
|
25,430 | — |
NEW
|
25,430 | $11,019,582 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 0.76% | 1.07% |
#20
7
Prev: #13
|
0.3 |
—
|
-9,635 | -30.7% |
P
S
|
21,765 | $9,992,964 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.75% | 0.35% |
#21
1
Prev: #22
|
0.8 |
—
|
-1,995 | -6.4% |
P
S
|
29,035 | $9,901,516 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TXN
TEXAS INSTRUMEN...
|
Technology | 0.75% | 0.31% |
#22
2
Prev: #24
|
2.8 |
—
|
10,350 | 45.9% |
P
S
|
32,920 | $9,812,464 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 0.68% | 0.48% |
#23
4
Prev: #19
|
0.8 |
—
|
45 | 0.3% |
P
S
|
16,025 | $8,983,775 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KYTX
KYVERNA THERAPE...
|
Healthcare | 0.67% | 0.60% |
#24
7
Prev: #17
|
1.3 |
—
|
no change | no change |
P
S
|
989,054 | $8,812,471 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MTSI
MACOM TECH SOLU...
|
Technology | 0.67% | 0.34% |
#25
2
Prev: #23
|
2.3 |
—
|
1,490 | 6.9% |
P
S
|
23,080 | $8,778,940 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LITE
LUMENTUM HOLDIN...
|
Technology | 0.61% | 0.29% |
#26
1
Prev: #25
|
3.2 |
—
|
3,410 | 57.1% |
P
S
|
9,380 | $8,048,603 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.60% | — |
#27
Prev: #—
|
3.7 |
—
|
8,150 | — |
NEW
|
8,150 | $7,864,750 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.51% | 0.50% |
#28
10
Prev: #18
|
2.2 |
—
|
1,770 | 6.9% |
P
S
|
27,245 | $6,766,841 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL CORP
|
Technology | 0.48% | 0.39% |
#29
8
Prev: #21
|
0.2 |
—
|
-79,600 | -63.6% |
P
S
|
45,605 | $6,367,826 | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
QUANTINUUM INC
|
|
Unknown | 0.31% | — |
#30
Prev: #—
|
3.6 |
—
|
50,000 | — |
NEW
|
50,000 | $4,087,000 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
HOOD
ROBINHOOD MARKE...
|
Financial Services | 0.00% | 0.20% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-42,035 | -100.0% |
CLOSED
|
— | $— | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NET
CLOUDFLARE INC
|
Technology | 0.00% | 0.48% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-32,800 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.00% | 1.80% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-69,275 | -100.0% |
CLOSED
|
— | $— | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UDMY
UDEMY INC
|
Consumer Defensive | 0.00% | 12.33% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-38,032,260 | -100.0% |
CLOSED
|
— | $— | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HNGE
HINGE HEALTH IN...
|
Healthcare | 0.00% | 25.37% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-9,375,164 | -100.0% |
CLOSED
|
— | $— | 2007 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-35 of 35 holdings