Insight Holdings Group, LLC
32 holdingsFiling period: 2026-06-30Current AUM: $1.18Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EQPT | Equipmentshare.com Inc | 13.53M | $265.9M | $211.0M | 17.94% | -- | 2026-06-30 |
| 2 | HAWK | Hawkeye 360 Inc | 9.07M | $183.4M | $107.9M | 9.18% | -- | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 643.3K | $128.7M | $139.3M | 11.84% | -- | 2026-06-30 |
| 4 | TSM | Taiwan Semiconductor Mfg Ltd | 234.6K | $112.1M | $99.7M | 8.48% | -- | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 404.9K | $96.5M | $106.3M | 9.04% | -- | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc | 260.5K | $93.1M | $88.7M | 7.54% | -- | 2026-06-30 |
| 7 | META | Meta Platforms Inc | 93.0K | $52.4M | $64.6M | 5.49% | -- | 2026-06-30 |
| 8 | COUR | Coursera | 8.94M | $50.4M | $45.3M | 3.85% | -- | 2026-06-30 |
| 9 | STUB | Stubhub | 3.44M | $44.2M | $20.4M | 1.74% | -- | 2026-06-30 |
| 10 | AAPL | Apple Inc | 131.1K | $37.9M | $44.5M | 3.78% | -- | 2026-06-30 |
| 11 | BE | Bloom Energy Corp | 87.7K | $26.6M | $19.5M | 1.66% | -- | 2026-06-30 |
| 12 | SPCX | Space Exploration Tech | 150.0K | $25.6M | $22.2M | 1.88% | -- | 2026-06-30 |
| 13 | SPCX | Space Exploration Tech | 150.0K | $25.6M | $22.2M | 1.88% | -- | 2026-06-30 |
| 14 | AMAT | Applied Material Inc | 31.6K | $22.8M | $12.8M | 1.09% | -- | 2026-06-30 |
| 15 | MU | Micron Technology Inc | 16.2K | $18.7M | $14.5M | 1.23% | -- | 2026-06-30 |
| 16 | SHOP | Shopify Inc | 153.4K | $17.5M | $26.6M | 2.26% | -- | 2026-06-30 |
| 17 | AVGO | Broadcom Inc | 39.4K | $14.9M | $13.2M | 1.12% | -- | 2026-06-30 |
| 18 | REAX | The Real Brokerage Inc | 6.97M | $12.7M | $11.9M | 1.02% | -- | 2026-06-30 |
| 19 | REAX | The Real Brokerage Inc | 6.97M | $12.7M | $11.9M | 1.02% | -- | 2026-06-30 |
| 20 | AMD | Advanced Micro Devices | 20.4K | $11.8M | $10.9M | 0.93% | -- | 2026-06-30 |
| 21 | LRCX | Lam Research Corp | 25.4K | $11.0M | $6.7M | 0.57% | -- | 2026-06-30 |
| 22 | — | Spotify Technology SA | 21.8K | $10.0M | $10.0M | 0.85% | -- | 2026-06-30 |
| 23 | PANW | Palo Alto Networks | 29.0K | $9.9M | $9.9M | 0.84% | -- | 2026-06-30 |
| 24 | TXN | Texas Instruments | 32.9K | $9.8M | $9.1M | 0.78% | -- | 2026-06-30 |
| 25 | AXON | Axon Enterprise Inc | 16.0K | $9.0M | $6.3M | 0.53% | -- | 2026-06-30 |
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