Insight Holdings Group, LLC
CIK 1305473
13F filing for Q2 2026・No. 2,164
- Holdings
- US$1.32B
- Quarter change
- −US$108.93M
- Entries
- 30
- Net bought (estimate)
- −US$250.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 5
- Cut 7
- Added 12
- Corporate actions 0
- Unchanged 4
Largest holdings
30 stocks worth US$1.32B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| EQPTEQUIPMENTSHARE COM INCCOM CL A | Unchanged | 13,526,731 | US$265.94M | 20.21% |
| HAWKHAWKEYE 360 INCCOM SHS | New | 9,068,074 | US$183.36M | 13.94% |
| NVDANvidiaCOM | Cut | 643,340 | US$128.73M | 9.78% |
| TSMTSMC ADRSPONSORED ADS | Added | 234,645 | US$112.06M | 8.52% |
| AMZNAmazonCOM | Added | 404,905 | US$96.51M | 7.33% |
| GOOGLAlphabetCAP STK CL A | Cut | 260,530 | US$93.11M | 7.08% |
| METAMetaCL A | Cut | 93,015 | US$52.39M | 3.98% |
| COURCOURSERACOM | New | 8,942,501 | US$50.44M | 3.83% |
| STUBSTUBHUBCL A | Unchanged | 3,437,380 | US$44.24M | 3.36% |
| AAPLAppleCOM | New | 131,050 | US$37.92M | 2.88% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.