Insight Holdings Group, LLC
$1.32B
30
80.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 EQPT | $266M | 20.21% | 17.12% | Not reported | Q1 2026 |
 HAWK | $183M | 13.94% | 9.26% | New | Q2 2026 |
 NVDA | $129M | 9.78% | 0.00% | -4.0% | Q1 2023 |
 TSM | $112M | 8.52% | 0.00% | +2.4% | Q1 2023 |
 AMZN | $96.5M | 7.33% | 0.00% | +4.3% | Q2 2022 |
 GOOGL | $93.1M | 7.08% | 0.00% | -9.4% | Q2 2021 |
 META | $52.4M | 3.98% | Not reported | -11.4% | Q1 2023 |
 COUR | $50.4M | 3.83% | 3.26% | New | Q2 2026 |
 STUB | $44.2M | 3.36% | Not reported | Not reported | Q3 2025 |
 AAPL | $37.9M | 2.88% | 0.00% | Not reported | Q2 2024 |
 BE | $26.6M | 2.02% | 0.03% | +6.9% | Q1 2026 |
 SPCX | $25.6M | 1.95% | Not reported | New | Q2 2026 |
 AMAT | $22.8M | 1.74% | 0.00% | -15.4% | Q3 2023 |
 MU | $18.7M | 1.42% | 0.00% | +2352.3% | Q1 2026 |
 SHOP | $17.5M | 1.33% | 0.04% | +62.1% | Q2 2015 |
 AVGO | $14.9M | 1.13% | 0.00% | -36.2% | Q2 2024 |
 REAX | $12.7M | 0.96% | 3.31% | Not reported | Q4 2021 |
 AMD | $11.8M | 0.90% | 0.00% | +7.0% | Q1 2023 |
 LRCX | $11M | 0.84% | 0.00% | New | Q2 2026 |
 SPOT | $9.99M | 0.76% | 0.01% | -30.7% | Q2 2024 |
 PANW | $9.9M | 0.75% | 0.00% | -6.4% | Q1 2023 |
 TXN | $9.81M | 0.75% | 0.00% | +45.9% | Q1 2026 |
 AXON | $8.98M | 0.68% | 0.02% | +0.3% | Q1 2026 |
 KYTX | $8.81M | 0.67% | 1.61% | Not reported | Q2 2024 |
 MTSI | $8.78M | 0.67% | 0.03% | +6.9% | Q1 2026 |
 LITE | $8.05M | 0.61% | 0.01% | +57.1% | Q1 2026 |
 STX | $7.86M | 0.60% | 0.00% | New | Q2 2026 |
 CEG | $6.77M | 0.51% | 0.01% | +7.0% | Q4 2025 |
 INTC | $6.37M | 0.48% | 0.00% | -63.6% | Q4 2025 |
 QNT | $4.09M | 0.31% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
 HNGE | $362M | 25.37% | 57.24% | Not reported | Q2 2025 |
| EQPT | $276M | 19.34% | 17.12% | New | Q1 2026 |
| UDMY | $176M | 12.33% | 26.06% | Not reported | Q4 2021 |
| NVDA | $117M | 8.20% | 0.00% | +21.9% | Q1 2023 |
| GOOGL | $82.7M | 5.80% | 0.00% | +1.3% | Q2 2021 |
| AMZN | $80.9M | 5.68% | 0.00% | +9.8% | Q2 2022 |
| TSM | $77.4M | 5.44% | 0.00% | +1.7% | Q1 2023 |
| META | $60M | 4.21% | Not reported | +88.5% | Q1 2023 |
 MSFT | $25.6M | 1.80% | 0.00% | -62.1% | Q3 2021 |
| STUB | $21.4M | 1.51% | Not reported | Not reported | Q3 2025 |
| AVGO | $19.1M | 1.34% | 0.00% | +2.9% | Q2 2024 |
| REAX | $17.4M | 1.22% | 3.31% | Not reported | Q4 2021 |
| SPOT | $15.2M | 1.07% | 0.02% | +317.6% | Q2 2024 |
| AMAT | $12.8M | 0.90% | 0.00% | Not reported | Q3 2023 |
| SHOP | $11.2M | 0.79% | 0.02% | +231.8% | Q2 2015 |
| BE | $11.1M | 0.78% | 0.03% | New | Q1 2026 |
| KYTX | $8.54M | 0.60% | 1.63% | Not reported | Q2 2024 |
| CEG | $7.11M | 0.50% | 0.01% | +97.9% | Q4 2025 |
| AXON | $6.79M | 0.48% | 0.02% | New | Q1 2026 |
 NET | $6.77M | 0.48% | Not reported | Not reported | Q4 2023 |
| INTC | $5.53M | 0.39% | 0.00% | +19.8% | Q4 2025 |
| PANW | $4.97M | 0.35% | 0.00% | -40.0% | Q1 2023 |
| MTSI | $4.79M | 0.34% | 0.03% | New | Q1 2026 |
| TXN | $4.38M | 0.31% | 0.00% | New | Q1 2026 |
| LITE | $4.2M | 0.29% | 0.01% | New | Q1 2026 |
| AMD | $3.87M | 0.27% | 0.00% | +14.8% | Q1 2023 |
 HOOD | $2.91M | 0.20% | 0.02% | +0.8% | Q2 2025 |
| MU | $223K | 0.02% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| HNGE | $435M | 32.56% | 57.24% | -15.0% | Q2 2025 |
| UDMY | $222M | 16.64% | 26.22% | Not reported | Q4 2021 |
| NVDA | $103M | 7.67% | 0.00% | +17.9% | Q1 2023 |
| GOOGL | $88.8M | 6.64% | 0.00% | +226.5% | Q2 2021 |
| MSFT | $88.4M | 6.61% | 0.00% | -16.0% | Q3 2021 |
| AMZN | $81.6M | 6.10% | 0.00% | -1.4% | Q2 2022 |
| TSM | $68.4M | 5.12% | 0.00% | +5.7% | Q1 2023 |
| STUB | $46.5M | 3.48% | Not reported | Not reported | Q3 2025 |
| META | $36.8M | 2.75% | Not reported | -34.4% | Q1 2023 |
| REAX | $25.4M | 1.90% | 3.31% | -8.6% | Q4 2021 |
| AVGO | $20.8M | 1.55% | 0.00% | +13.9% | Q2 2024 |
| AAPL | $14.4M | 1.08% | 0.00% | Not reported | Q2 2024 |
 APPF | $10.4M | 0.78% | Not reported | -70.8% | Q4 2021 |
| PANW | $9.52M | 0.71% | 0.01% | +98.9% | Q1 2023 |
| KYTX | $9.3M | 0.70% | 1.64% | Not reported | Q2 2024 |
 MDB | $8.56M | 0.64% | 0.03% | -56.1% | Q2 2022 |
 APP | $8.26M | 0.62% | 0.00% | -27.5% | Q4 2024 |
 V | $7.15M | 0.53% | 0.00% | +33.3% | Q2 2025 |
 SNPS | $7.13M | 0.53% | 0.01% | +21.4% | Q2 2024 |
 IOT | $6.62M | 0.49% | Not reported | -9.9% | Q1 2025 |
| HOOD | $4.72M | 0.35% | 0.02% | +3.0% | Q2 2025 |
| SHOP | $4.59M | 0.34% | 0.01% | Not reported | Q2 2015 |
| CEG | $4.55M | 0.34% | 0.00% | New | Q4 2025 |
| SPOT | $4.37M | 0.33% | 0.00% | +3.0% | Q2 2024 |
| INTC | $3.86M | 0.29% | 0.00% | New | Q4 2025 |
 TSLA | $3.66M | 0.27% | 0.00% | New | Q4 2025 |
| AMD | $3.55M | 0.27% | 0.00% | Not reported | Q1 2023 |
 VRT | $3.2M | 0.24% | 0.01% | Not reported | Q2 2024 |
 CLS | $3.2M | 0.24% | 0.01% | New | Q4 2025 |
 NTSK | $3.07M | 0.23% | Not reported | Not reported | Q3 2025 |
| Q3 2025 | |||||
| HNGE | $541M | 33.41% | 67.34% | Not reported | Q2 2025 |
| UDMY | $267M | 16.46% | 25.86% | Not reported | Q4 2021 |
 S | $148M | 9.16% | Not reported | -26.3% | Q2 2021 |
| MSFT | $113M | 6.95% | 0.00% | -4.8% | Q3 2021 |
| NVDA | $87M | 5.37% | 0.00% | -8.8% | Q1 2023 |
| AMZN | $78.8M | 4.86% | 0.00% | -20.4% | Q2 2022 |
| META | $62.4M | 3.85% | Not reported | Not reported | Q1 2023 |
| TSM | $59.5M | 3.67% | 0.00% | -13.7% | Q1 2023 |
| STUB | $57.9M | 3.57% | Not reported | New | Q3 2025 |
| APPF | $42.1M | 2.60% | Not reported | Not reported | Q4 2021 |
| REAX | $31.9M | 1.97% | 3.61% | -74.9% | Q4 2021 |
| GOOGL | $21.1M | 1.30% | 0.00% | Not reported | Q2 2021 |
| AVGO | $17.4M | 1.07% | 0.00% | Not reported | Q2 2024 |
| MDB | $14.4M | 0.89% | 0.06% | -23.9% | Q2 2022 |
| APP | $12.1M | 0.75% | 0.01% | +21.6% | Q4 2024 |
 ORCL | $9.79M | 0.60% | 0.00% | Not reported | Q3 2023 |
| IOT | $7.72M | 0.48% | Not reported | Not reported | Q1 2025 |
| SNPS | $6.17M | 0.38% | 0.01% | -32.4% | Q2 2024 |
| KYTX | $5.93M | 0.37% | 2.26% | Not reported | Q2 2024 |
| HOOD | $5.8M | 0.36% | 0.02% | Not reported | Q2 2025 |
| PANW | $5.29M | 0.33% | 0.00% | Not reported | Q1 2023 |
| V | $5.22M | 0.32% | 0.00% | Not reported | Q2 2025 |
 INTU | $5.19M | 0.32% | 0.00% | -33.3% | Q4 2022 |
| SPOT | $5.1M | 0.31% | 0.00% | Not reported | Q2 2024 |
| NTSK | $3.98M | 0.25% | Not reported | New | Q3 2025 |
 TEAM | $3.9M | 0.24% | Not reported | Not reported | Q2 2021 |
| NET | $2.58M | 0.16% | Not reported | Not reported | Q4 2023 |