Filed: 8/14/2026ACC: 0000899140-26-000867
📋 What this filing means
INSIGHT HOLDINGS GROUP, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $1.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$1.32B
Total AUM (reported)
45.49M
Total Shares
Allocation by class
COM$449.30M34.1%
COM CL A$292.49M22.2%
COM SHS$183.36M13.9%
SPONSORED ADS$112.06M8.5%
CL A$96.63M7.3%
CAP STK CL A$93.11M7.1%
CLASS A COM STK$25.63M1.9%
Portfolio Concentration
Top 3$578.02M43.9%
4–10$486.66M37.0%
11–25$217.93M16.6%
Rest$33.14M2.5%
Top 3 weight
43.9%
Top 10 weight
80.9%
Voting Authority Distribution
Total shares with voting rights: 45.49M
Sole
Full voting authority
45.49M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other30
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
EQUIPMENTSHARE COM INC
DFNDShares13.53M
TypeSH
Market value$265.94M
20.21%
Sole
13.53M
Shared
0.00
None
0.00
HAWKEYE 360 INC
DFNDShares9.07M
TypeSH
Market value$183.36M
13.94%
Sole
9.07M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares643.34K
TypeSH
Market value$128.73M
9.78%
Sole
643.34K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares234.65K
TypeSH
Market value$112.06M
8.52%
Sole
234.65K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares404.90K
TypeSH
Market value$96.51M
7.33%
Sole
404.90K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares260.53K
TypeSH
Market value$93.11M
7.08%
Sole
260.53K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares93.02K
TypeSH
Market value$52.39M
3.98%
Sole
93.02K
Shared
0.00
None
0.00
COURSERA
DFNDShares8.94M
TypeSH
Market value$50.44M
3.83%
Sole
8.94M
Shared
0.00
None
0.00
STUBHUB
DFNDShares3.44M
TypeSH
Market value$44.24M
3.36%
Sole
3.44M
Shared
0.00
None
0.00
APPLE INC
DFNDShares131.05K
TypeSH
Market value$37.92M
2.88%
Sole
131.05K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
DFNDShares87.72K
TypeSH
Market value$26.55M
2.02%
Sole
87.72K
Shared
0.00
None
0.00
SPACE EXPLORATION TECH
DFNDShares150K
TypeSH
Market value$25.63M
1.95%
Sole
150K
Shared
0.00
None
0.00
APPLIED MATERIAL INC
DFNDShares31.59K
TypeSH
Market value$22.84M
1.74%
Sole
31.59K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
DFNDShares16.18K
TypeSH
Market value$18.68M
1.42%
Sole
16.18K
Shared
0.00
None
0.00
SHOPIFY INC
DFNDShares153.44K
TypeSH
Market value$17.52M
1.33%
Sole
153.44K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares39.41K
TypeSH
Market value$14.89M
1.13%
Sole
39.41K
Shared
0.00
None
0.00
THE REAL BROKERAGE INC
DFNDShares6.97M
TypeSH
Market value$12.68M
0.96%
Sole
6.97M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES
DFNDShares20.37K
TypeSH
Market value$11.83M
0.90%
Sole
20.37K
Shared
0.00
None
0.00
LAM RESEARCH CORP
DFNDShares25.43K
TypeSH
Market value$11.02M
0.84%
Sole
25.43K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY SA
DFNDShares21.77K
TypeSH
Market value$9.99M
0.76%
Sole
21.77K
Shared
0.00
None
0.00
PALO ALTO NETWORKS
DFNDShares29.04K
TypeSH
Market value$9.90M
0.75%
Sole
29.04K
Shared
0.00
None
0.00
TEXAS INSTRUMENTS
DFNDShares32.92K
TypeSH
Market value$9.81M
0.75%
Sole
32.92K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
DFNDShares16.02K
TypeSH
Market value$8.98M
0.68%
Sole
16.02K
Shared
0.00
None
0.00
KYVERNA THERAPEUTICS INC
DFNDShares989.05K
TypeSH
Market value$8.81M
0.67%
Sole
989.05K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
DFNDShares23.08K
TypeSH
Market value$8.78M
0.67%
Sole
23.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQUIPMENTSHARE COM INCDFND | COM CL A | 13.53M | SH | $265.94M 20.21% | 13.53M | 0.00 | 0.00 |
HAWKEYE 360 INCDFND | COM SHS | 9.07M | SH | $183.36M 13.94% | 9.07M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 643.34K | SH | $128.73M 9.78% | 643.34K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 234.65K | SH | $112.06M 8.52% | 234.65K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 404.90K | SH | $96.51M 7.33% | 404.90K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 260.53K | SH | $93.11M 7.08% | 260.53K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 93.02K | SH | $52.39M 3.98% | 93.02K | 0.00 | 0.00 |
COURSERADFND | COM | 8.94M | SH | $50.44M 3.83% | 8.94M | 0.00 | 0.00 |
STUBHUBDFND | CL A | 3.44M | SH | $44.24M 3.36% | 3.44M | 0.00 | 0.00 |
APPLE INCDFND | COM | 131.05K | SH | $37.92M 2.88% | 131.05K | 0.00 | 0.00 |
BLOOM ENERGY CORPDFND | COM CL A | 87.72K | SH | $26.55M 2.02% | 87.72K | 0.00 | 0.00 |
SPACE EXPLORATION TECHDFND | CLASS A COM STK | 150K | SH | $25.63M 1.95% | 150K | 0.00 | 0.00 |
APPLIED MATERIAL INCDFND | COM | 31.59K | SH | $22.84M 1.74% | 31.59K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 16.18K | SH | $18.68M 1.42% | 16.18K | 0.00 | 0.00 |
SHOPIFY INCDFND | CL A SUB VTG SHS | 153.44K | SH | $17.52M 1.33% | 153.44K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 39.41K | SH | $14.89M 1.13% | 39.41K | 0.00 | 0.00 |
THE REAL BROKERAGE INCDFND | COM NEW | 6.97M | SH | $12.68M 0.96% | 6.97M | 0.00 | 0.00 |
ADVANCED MICRO DEVICESDFND | COM | 20.37K | SH | $11.83M 0.90% | 20.37K | 0.00 | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 25.43K | SH | $11.02M 0.84% | 25.43K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY SADFND | SHS | 21.77K | SH | $9.99M 0.76% | 21.77K | 0.00 | 0.00 |
PALO ALTO NETWORKSDFND | COM | 29.04K | SH | $9.90M 0.75% | 29.04K | 0.00 | 0.00 |
TEXAS INSTRUMENTSDFND | COM | 32.92K | SH | $9.81M 0.75% | 32.92K | 0.00 | 0.00 |
AXON ENTERPRISE INCDFND | COM | 16.02K | SH | $8.98M 0.68% | 16.02K | 0.00 | 0.00 |
KYVERNA THERAPEUTICS INCDFND | COM | 989.05K | SH | $8.81M 0.67% | 989.05K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS IDFND | COM | 23.08K | SH | $8.78M 0.67% | 23.08K | 0.00 | 0.00 |
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