Insight Holdings Group, LLC
Reports for
Insight Venture Management, LLC
Insight Venture Associates VII, L.P.
Insight Venture Associates VII, Ltd.
Insight Venture Associates IX, L.P.
Insight Venture Associates IX, Ltd.
Insight Venture Associates Growth-Buyout Coinvestment, L.P.
Insight Venture Associates Growth-Buyout Coinvestment Ltd.
Insight Venture Associates X, L.P.
+ 7 more
Insight Venture Associates X, Ltd. Insight Associates XI, L.P. Insight Associates XI, Ltd. Insight Partners Public Equities GP, LLC Insight Associates XII, L.P. Insight Associates XII, Ltd. IPPE Liquid GP, LLCFiling Date
Global Rank
#1,695
/ 8,700
▲ 300
Top Industry
Semiconductors
23.9%
Period ended 2 months ago
Filed Aug 14, 2026 · 29d
26 quarters · since Mar 2020
Portfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
20.4%
−8.9 pts
Top 5
60.3%
−14.1 pts
Top 10
81.6%
−9.3 pts
HHI
964
Diversified−652
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 39.1% | $510,459,119 |
| Technology | 33.0% | $430,350,138 |
| Communication Services | 15.3% | $199,732,069 |
| Consumer Cyclical | 7.4% | $96,505,057 |
| Consumer Defensive | 3.9% | $50,435,705 |
| Healthcare | 0.7% | $8,812,471 |
| Utilities | 0.5% | $6,766,840 |
| Real Estate | 0.1% | $1,268,307 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SHOP | Shopify Inc. | +58,780 | 153,440 | $17,519,779 | |
| AMZN | Amazon Com Inc | +16,530 | 404,905 | $96,505,057 | |
| MU | Micron Technology Inc | +15,525 | 16,185 | $18,682,183 | |
| TXN | Texas Instruments Inc | +10,350 | 32,920 | $9,812,464 | |
| BE | Bloom Energy Corp | +5,695 | 87,725 | $26,554,357 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +5,530 | 234,645 | $112,059,412 | |
| LITE | Lumentum Holdings Inc. | +3,410 | 9,380 | $8,048,602 | |
| CEG | Constellation Energy Corp | +1,770 | 27,245 | $6,766,840 | |
| MTSI | MACOM Technology Solutions Holdings, Inc. | +1,490 | 23,080 | $8,778,939 | |
| AMD | Advanced Micro Devices Inc | +1,330 | 20,370 | $11,833,136 | |
| AXON | Axon Enterprise, Inc. | +45 | 16,025 | $8,983,775 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | −79,600 | 45,605 | $6,367,826 | |
| GOOGL | Alphabet Inc. | −26,920 | 260,530 | $93,105,606 | |
| NVDA | Nvidia Corp | −26,610 | 643,340 | $128,725,900 | |
| AVGO | Broadcom Inc. | −22,355 | 39,405 | $14,885,238 | |
| META | Meta Platforms, Inc. | −11,940 | 93,015 | $52,394,419 | |
| SPOT | Spotify Technology S.A. | −9,635 | 21,765 | $9,992,964 | |
| AMAT | Applied Materials Inc /De | −5,760 | 31,595 | $22,843,185 | |
| PANW | Palo Alto Networks Inc | −1,995 | 29,035 | $9,901,515 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HAWK | HawkEye 360, Inc. | 9,068,074 | $183,356,456 | |
| COUR | Coursera, Inc. | 8,942,501 | $50,435,705 | |
| AAPL | Apple Inc. | 131,050 | $37,920,628 | |
| SPCX | Space Exploration Technologies Corp | 150,000 | $25,629,000 | |
| LRCX | Lam Research Corp | 25,430 | $11,019,581 | |
| STX | Seagate Technology Holdings plc | 8,150 | $7,864,750 | |
| QNT | Quantinuum Inc. | 50,000 | $4,087,000 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
5 positions
30 tracked positions ·
$1,304,329,706 total
· filing declares
30 positions · $1,315,744,493
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EQPT |
EquipmentShare.com Inc
Industrials
|
Held | 13,526,731 | $265,935,531 | 20.39% | |
| HAWK |
HawkEye 360, Inc.
Industrials
|
NEW | 9,068,074 | $183,356,456 | 14.06% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 643,340 | $128,725,900 | 9.87% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 234,645 | $112,059,412 | 8.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 404,905 | $96,505,057 | 7.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 260,530 | $93,105,606 | 7.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 93,015 | $52,394,419 | 4.02% | |
| COUR |
Coursera, Inc.
Consumer Defensive
|
NEW | 8,942,501 | $50,435,705 | 3.87% | |
| STUB |
StubHub Holdings, Inc.
Communication Services
|
Held | 3,437,380 | $44,239,080 | 3.39% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 131,050 | $37,920,628 | 2.91% | |
| BE |
Bloom Energy Corp
Industrials
|
Added | 87,725 | $26,554,357 | 2.04% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 150,000 | $25,629,000 | 1.96% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 31,595 | $22,843,185 | 1.75% | |
| MU |
Micron Technology Inc
Technology
|
Added | 16,185 | $18,682,183 | 1.43% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 153,440 | $17,519,779 | 1.34% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 39,405 | $14,885,238 | 1.14% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 20,370 | $11,833,136 | 0.91% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 25,430 | $11,019,581 | 0.84% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Reduced | 21,765 | $9,992,964 | 0.77% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 29,035 | $9,901,515 | 0.76% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 32,920 | $9,812,464 | 0.75% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Added | 16,025 | $8,983,775 | 0.69% | |
| KYTX |
Kyverna Therapeutics, Inc.
Healthcare
|
Held | 989,054 | $8,812,471 | 0.68% | |
| MTSI |
MACOM Technology Solutions Holdings, Inc.
Technology
|
Added | 23,080 | $8,778,939 | 0.67% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Added | 9,380 | $8,048,602 | 0.62% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 8,150 | $7,864,750 | 0.60% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 27,245 | $6,766,840 | 0.52% | |
| INTC |
Intel Corp
Technology
|
Reduced | 45,605 | $6,367,826 | 0.49% | |
| QNT |
Quantinuum Inc.
Technology
|
NEW | 50,000 | $4,087,000 | 0.31% | |
|
|
Held | 6,968,725 | $1,268,307 | 0.10% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.