Insight Holdings Group, LLC holds a focused book of 30 stocks worth $1.3B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Hawkeye 360 Inc and trimmed Nvidia Corp. Their largest long position is Equipmentshare.com Inc-A at 20% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Insight Holdings Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 44 / 30 | $672.4B |
| Integrated Wealth Concepts LLC | 44 / 30 | $1.8B |
| SBI Securities Co., Ltd. | 44 / 30 | $1.4B |
| BlackRock, Inc. | 42 / 30 | $1.7T |
| FMR LLC | 42 / 30 | $683.9B |
| MORGAN STANLEY | 42 / 30 | $370.6B |
| JPMORGAN CHASE & CO | 42 / 30 | $356.3B |
| NORTHERN TRUST CORP | 42 / 30 | $222.4B |
Ranked by how many of Insight Holdings Group, LLC's top 30 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Equipmentshare Com Inc COM CL A | $265.9M | 13.53M | 20.2% | —Held | |
| 2 | Hawkeye 360 Inc COM SHS | $183.4M | 9.07M | 13.9% | ▲New New position | |
| 3 | Nvidia Corporation COM | $128.7M | 643.3K | 9.8% | ▼−4.0% Reduced · −27K sh | |
| 4 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $112.1M | 234.6K | 8.5% | ▲+2.4% Added · +6K sh | |
| 5 | Amazon Com Inc COM | $96.5M | 404.9K | 7.3% | ▲+4.3% Added · +17K sh | |
| 6 | Alphabet Inc CAP STK CL A | $93.1M | 260.5K | 7.1% | ▼−9.4% Reduced · −27K sh | |
| 7 | Meta Platforms Inc CL A | $52.4M | 93.0K | 4.0% | ▼−11% Reduced · −12K sh | |
| 8 | Coursera COM | $50.4M | 8.94M | 3.8% | ▲New New position | |
| 9 | Stubhub CL A | $44.2M | 3.44M | 3.4% | —Held | |
| 10 | Apple Inc COM | $37.9M | 131.1K | 2.9% | ▲New New position | |
| 11 | Bloom Energy Corp COM CL A | $26.6M | 87.7K | 2.0% | ▲+6.9% Added · +6K sh | |
| 12 | Space Exploration Tech CLASS A COM STK | $25.6M | 150.0K | 1.9% | ▲New New position | |
| 13 | Applied Material Inc COM | $22.8M | 31.6K | 1.7% | ▼−15% Reduced · −6K sh | |
| 14 | Micron Technology Inc COM | $18.7M | 16.2K | 1.4% | ▲25× Added · +16K sh | |
| 15 | Shopify Inc CL A SUB VTG SHS | $17.5M | 153.4K | 1.3% | ▲+62% Added · +59K sh | |
| 16 | Broadcom Inc COM | $14.9M | 39.4K | 1.1% | ▼−36% Reduced · −22K sh | |
| 17 | The Real Brokerage Inc COM NEW | $12.7M | 6.97M | 1.0% | —Held | |
| 18 | Advanced Micro Devices COM | $11.8M | 20.4K | 0.9% | ▲+7.0% Added · +1K sh | |
| 19 | Lam Research Corp COM NEW | $11.0M | 25.4K | 0.8% | ▲New New position | |
| 20 | Spotify Technology Sa SHS | $10.0M | 21.8K | 0.8% | ▼−31% Reduced · −10K sh | |
| 21 | Palo Alto Networks COM | $9.9M | 29.0K | 0.8% | ▼−6.4% Reduced · −2K sh | |
| 22 | Texas Instruments COM | $9.8M | 32.9K | 0.7% | ▲+46% Added · +10K sh | |
| 23 | Axon Enterprise Inc COM | $9.0M | 16.0K | 0.7% | ▲+0.3% Added · +45 sh | |
| 24 | Kyverna Therapeutics Inc COM | $8.8M | 989.1K | 0.7% | —Held | |
| 25 | Macom Tech Solutions Hldgs I COM | $8.8M | 23.1K | 0.7% | ▲+6.9% Added · +1K sh | |
| 26 | Lumentum Holdings Inc COM | $8.0M | 9.4K | 0.6% | ▲+57% Added · +3K sh | |
| 27 | Seagate Technology Holdings ORD SHS | $7.9M | 8.2K | 0.6% | ▲New New position | |
| 28 | Constellation Energy Corp COM | $6.8M | 27.2K | 0.5% | ▲+6.9% Added · +2K sh | |
| 29 | Intel Corp COM | $6.4M | 45.6K | 0.5% | ▼−64% Reduced · −80K sh | |
| 30 | Quantinuum Inc CL A COM | $4.1M | 50.0K | 0.3% | ▲New New position |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1305473/holdings"
Use Arkolith to show Insight Holdings Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.