Insight Holdings Group
Insight Holdings Group reported 30 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EQPT (20.2%), HAWK (13.9%) and NVDA (9.8%). Compared with Q1 2026, the fund opened new positions in HAWK, COUR and AAPL, added to TSM, AMZN and BE, trimmed NVDA, GOOGL and META and sold out of HNGE, MSFT and NET.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  EQPT Equipmentshare Com Inc | $266M | 20.2% | 13.5M | No change | 2 of 8 | |
| 2 |  HAWK Hawkeye 360 Inc Com Shs | $183M | 13.9% | 9.1M | New position | 1 of 8 | |
| 3 |  NVDA Nvidia Corporation | $129M | 9.8% | 643K | −27K (−4%) | 8 of 8 | |
| 4 |  TSM Taiwan Semiconductor Mfg Ltd | $112M | 8.5% | 235K | +5,530 (+2%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $96.5M | 7.3% | 405K | +17K (+4%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $93.1M | 7.1% | 261K | −27K (−9%) | 6 of 8 | |
| 7 |  META Meta Platforms Inc | $52.4M | 4.0% | 93K | −12K (−11%) | 8 of 8 | |
| 8 |  COUR Coursera Inc | $50.4M | 3.8% | 8.9M | New position | 1 of 8 | |
| 9 |  STUB Stubhub Hldgs Inc | $44.2M | 3.4% | 3.4M | No change | 4 of 8 | |
| 10 |  AAPL Apple Inc | $37.9M | 2.9% | 131K | New position | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Insight Holdings Group 13F FAQ
What does Insight Holdings Group own?
Insight Holdings Group reported 30 stocks worth $1.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are EQPT (20.2%), HAWK (13.9%) and NVDA (9.8%). The table above lists every position in the filing (the top 10 without an account).
What did Insight Holdings Group buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 11 added to, 8 trimmed and 5 sold out. New positions include HAWK, COUR and AAPL. It sold all of HNGE, MSFT and NET.
When will Insight Holdings Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Insight Holdings Group's portfolio worth?
The Q2 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.