Insight Holdings Group, LLC — 13F Holdings & Portfolio
CIK 1305473 · latest 13F-HR filed 2026-08-14
Insight Holdings Group, LLC manages $1.32B in 13F-reported U.S. long-equity assets across 30 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are EQPT (20.21%), HAWK (13.94%), NVDA (9.78%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions and exited 5; 16 existing positions rose in reported value and 4 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$1.32B
Long-equity book
Holdings
30
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+7 / −5 / ↑16 / ↓4
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26EQPT20.2% · 0%HAWK13.9% · newNVDA9.8% · -4%TSM8.5% · +2%AMZN7.3% · +4%GOOGL7.1% · -9%META4.0% · -11%COUR3.8% · newSTUB3.4% · 0%AAPL2.9% · newBE2.0% · +7%SPCX1.9% · newAMAT1.7% · -15%MU1.4% · +2352%SHOP1.3% · +62%AVGO1.1% · -36%REAX1.0% · 0%AMD0.9% · +7%LRCX0.8% · newSPOT0.8% · -31%PANW0.8% · -6%TXN0.7% · +46%AXON0.7% · +0%KYTX0.7% · 0%MTSI0.7% · +7%LITE0.6% · +57%STX0.6% · newCEG0.5% · +7%INTC0.5% · -64%QNT0.3% · new
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 80.9%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jul 3, 2024.
Assets Under Management
$3.04B
Discretionary
$2.56B
Employees
1
Accounts
77
Address
160 QUEEN VICTORIA STREET
LONDON EC4V 4LA
United Kingdom
LONDON EC4V 4LA
United Kingdom
Phone
+44 20 7163 4000
This firm reports 5 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DALGARNO, LYNNE Control | HEAD OF HUMAN RESOURCES since Oct 2015 | Less than 5% | Individual |
| EILBECK, JON Control | DIRECTOR AND CHIEF OPERATING OFFICER since May 2020 | Less than 5% | Individual |
| ELMAAZI, AYAH Control | HEAD OF LEGAL since Mar 2022 | Less than 5% | Individual |
| GILES, ANDREW, BRIAN Control | DIRECTOR AND EXECUTIVE VICE CHARIMAN since Jan 2013 | Less than 5% | Individual |
| GREY, ADRIAN Control | DIRECTOR AND CHIEF INVESTMENT OFFICER (ACTIVE MANAGEMENT) since Aug 2016 | Less than 5% | Individual |
| GRIM, ANNE, MARIE Control | DIRECTOR since Dec 2019 | Less than 5% | Individual |
| Haff, Daniel, R Control | CHIEF COMPLIANCE OFFICER since May 2023 | Less than 5% | Individual |
| INSIGHT INVESTMENT MANAGEMENT LIMITED Control | SHAREHOLDER since Jan 2013 | 75% or more | Foreign Entity |
| KITCHEN, ANDREW, JOHN Control | DIRECTOR AND CHIEF FINANCIAL OFFICER since Feb 2021 | Less than 5% | Individual |
| MILLER, JOHN, RANDOLPH Control | DIRECTOR since May 2023 | Less than 5% | Individual |
| NAUPHAL, ABDALLAH, HABIB Control | DIRECTOR AND CHIEF EXECUTIVE OFFICER since Jan 2013 | Less than 5% | Individual |
| NOBLE, SUSAN, MARGARET Control | DIRECTOR since Dec 2022 | Less than 5% | Individual |
| PLATT, JANE, CHRISTINE Control | DIRECTOR since Mar 2023 | Less than 5% | Individual |
| SMITS, HANNEKE, (NMI) Control | DIRECTOR since Nov 2020 | Less than 5% | Individual |
| STANCOMBE, MARK, RICHARD Control | CHIEF RISK OFFICER since May 2022 | Less than 5% | Individual |
| WILSON, RICHARD, CHARLES Control | DIRECTOR since May 2021 | Less than 5% | Individual |
| WOOLHOUSE, ANGUS, SUTHERLAND HAMISH Control | DIRECTOR AND GLOBAL HEAD OF DISTRIBUTION since Jul 2017 | Less than 5% | Individual |
| BNY MELLON INTERNATIONAL ASSET MANAGEMENT GROUP LIMITED Control Indirect owner via INSIGHT INVESTMENT MANAGEMENT LIMITED | SHAREHOLDER since Nov 2009 | 75% or more | Foreign Entity |
| BNY MELLON INVESTMENT MANAGEMENT (EUROPE) LIMITED Control Indirect owner via BNY MELLON INVESTMENT MANAGEMENT EUROPE (HOLDINGS) LIMITED | SHAREHOLDER since Nov 2012 | 75% or more | Foreign Entity |
| BNY MELLON INVESTMENT MANAGEMENT EUROPE( HOLDINGS) LIMITED Control Indirect owner via BNY MELLON INTERNATIONAL ASSET MANAGEMENT GROUP LIMITED | SHAREHOLDER since Feb 2013 | General partner, trustee or manager | Foreign Entity |
| MBC INVESTMENTS CORPORATION Control Indirect owner via BNY MELLON INVESTMENT MANAGEMENT (JERSEY) LIMITED | SHAREHOLDER since Nov 2012 | 75% or more | Domestic Entity |
| THE BANK OF NEW YORK MELLON CORPORATION Control Indirect owner via MBC INVESTMENTS CORPORATION | SHAREHOLDER since Jul 2007 | 75% or more | Domestic Entity |
| BNY MELLON INVESTMENT MANAGEMENT (JERSEY) LIMTED Indirect owner via BNY MELLON INVESTMENT MANAGEMENT (EUROPE) LIMITED | SHAREHOLDER since Nov 2012 | 75% or more | Foreign Entity |
Ownership & leadership changes · 22 filings with changes since Nov 17, 2011
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Jun 20, 2024 filing
- No longer listedANSTEE, ERIC, E · DIRECTOR · Less than 5% · control person · listed since Jan 2013
- AddedMILLER, JOHN, RANDOLPH · DIRECTOR · Less than 5% · control person
May 24, 2023 filing
- No longer listedELIOT, JONATHAN, EDWARD FRANCIS · DIRECTOR AND CHIEF RISK OFFICER · Less than 5% · control person · listed since May 2017
- No longer listedHARRIS, PATRICK, EUGENE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2023
- AddedHaff, Daniel, R · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedSTANCOMBE, MARK, RICHARD · CHIEF RISK OFFICER · Less than 5% · control person
Mar 31, 2023 filing
- No longer listedBRISK, GREGORY, ALLAN · DIRECTOR · Less than 5% · control person · listed since May 2016
- No longer listedIVORY, BRIAN · DIRECTOR · Less than 5% · control person · listed since Jan 2013
- AddedNOBLE, SUSAN, MARGARET · DIRECTOR · Less than 5% · control person
- AddedPLATT, JANE, CHRISTINE · DIRECTOR · Less than 5% · control person
- ChangedHARRIS, PATRICK, EUGENE · now a control person
Jan 29, 2023 filing
- No longer listedGELMAN, SETH, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2017
- AddedHARRIS, PATRICK, EUGENE · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 31, 2022 filing
- No longer listedIVINSON, JANE, FRANCES · GENERAL COUNSEL · Less than 5% · control person · listed since Jan 2013
- AddedELMAAZI, AYAH · HEAD OF LEGAL · Less than 5% · control person
- AddedWILSON, RICHARD, CHARLES · DIRECTOR · Less than 5% · control person
- Listed againGILES, ANDREW, BRIAN · DIRECTOR AND EXECUTIVE VICE CHARIMAN · Less than 5% · control person
- ChangedEILBECK, JON · title CHIEF OPERATING OFFICER → DIRECTOR AND CHIEF OPERATING OFFICER
- ChangedELIOT, JONATHAN, EDWARD FRANCIS · title CHIEF RISK OFFICER → DIRECTOR AND CHIEF RISK OFFICER
- ChangedKITCHEN, ANDREW, JOHN · title CHIEF FINANCIAL OFFICER → DIRECTOR AND CHIEF FINANCIAL OFFICER
- ChangedWOOLHOUSE, ANGUS, SUTHERLAND HAMISH · title GLOBAL HEAD OF DISTRIBUTION → DIRECTOR AND GLOBAL HEAD OF DISTRIBUTION
Mar 31, 2021 filing
- No longer listedMANEK, ATUL · DIRECTOR AND CHIEF FINANCE OFFICER · Less than 5% · control person · listed since Jan 2013
- AddedEILBECK, JON · CHIEF OPERATING OFFICER · Less than 5% · control person
- AddedKITCHEN, ANDREW, JOHN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedSMITS, HANNEKE, (NMI) · DIRECTOR · Less than 5% · control person
Oct 30, 2020 filing
- No longer listedHARRIS, MITCHELL, EVAN · CHAIRMAN · Less than 5% · control person · listed since Oct 2004
- ChangedMANEK, ATUL · title DIRECTOR AND CHIEF OPERATING OFFICER AND CHIEF FINANCE OFFICER → DIRECTOR AND CHIEF FINANCE OFFICER
Apr 21, 2020 filing
- No longer listedTRICKETT, STEPHEN, PAUL · DIRECTOR · Less than 5% · control person · listed since Jul 2013
- AddedGRIM, ANNE, MARIE · DIRECTOR · Less than 5% · control person
Mar 31, 2019 filing
- No longer listedGILES, ANDREW, BRIAN · DIRECTOR AND CHIEF INVESTMENT OFFICER (SOLUTIONS) · Less than 5% · control person · listed since Jan 2013
- No longer listedstancombe, Mark · HEAD OF CORPORATE AND PRODUCT STRATEGY · Less than 5% · control person · listed since May 2016
Dec 22, 2017 filing
- No longer listedWESTWOOD, ZOE, E · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2009
- AddedELIOT, JONATHAN, EDWARD FRANCIS · CHIEF RISK OFFICER · Less than 5% · control person
- AddedGELMAN, SETH, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedWOOLHOUSE, ANGUS, SUTHERLAND HAMISH · GLOBAL HEAD OF DISTRIBUTION · Less than 5% · control person
Older changes (13 more filings)
Jul 7, 2017 filing
- No longer listedANKER, PHILIP, ALEXANDER · DIRECTOR AND GLOBAL HEAD OF DISTRIBUTION · Less than 5% · control person · listed since Aug 2013
- No longer listedFARQUHARSON, CHARLES · DIRECTOR AND CHIEF RISK OFFICER · Less than 5% · control person · listed since Jan 2013
Mar 31, 2017 filing
- Addedstancombe, Mark · HEAD OF CORPORATE AND PRODUCT STRATEGY · Less than 5% · control person
- ChangedBNY MELLON INTERNATIONAL ASSET MANAGEMENT GROUP LIMITED · indirect via INSIGHT INVESTMENT MANAGEMENT LIMITED: title FOREIGN → SHAREHOLDER
Sep 5, 2016 filing
- ChangedGILES, ANDREW, BRIAN · title DIRECTOR AND CHIEF INVESTMENT OFFICER(SOLUTIONS) → DIRECTOR AND CHIEF INVESTMENT OFFICER (SOLUTIONS)
Aug 31, 2016 filing
- ChangedGREY, ADRIAN · title HEAD OF INVESTMENT (FIXED INCOME AND CURRENCY) → DIRECTOR AND CHIEF INVESTMENT OFFICER (ACTIVE MANAGEMENT)
Jun 29, 2016 filing
- AddedBRISK, GREGORY, ALLAN · DIRECTOR · Less than 5% · control person
Mar 30, 2016 filing
- No longer listedTHE BANK OF NEW YORK MELLON CORPORATION · SHAREHOLDER · 75% or more · indirect via MBC INVESTMENTS CORP · control person · listed since Jul 2007
- AddedTHE BANK OF NEW YORK MELLON CORPORATION · SHAREHOLDER · 75% or more · indirect via MBC INVESTMENTS CORPORATION · control person
Nov 9, 2015 filing
- No longer listedDAVIES, HEATHER, CRICHTON · EXECUTIVE OFFICER OF HUMAN RESOURCES · Less than 5% · control person · listed since Jan 2013
- No longer listedLIPINER, STEVEN, NMN · DIRECTOR · Less than 5% · control person · listed since May 2015
- AddedDALGARNO, LYNNE · HEAD OF HUMAN RESOURCES · Less than 5% · control person
Dec 23, 2014 filing
- AddedLIPINER, STEVEN, NMN · DIRECTOR · Less than 5% · control person
Mar 26, 2014 filing
- No longer listedMBC INVESTMENTS CORPORATION · SHAREHOLDER · 75% or more · indirect via NEPTUNE LLC · control person · listed since Mar 1991
- No longer listedMELLON INTERNATIONAL HOLDINGS S.AR.I (LUX) · SHAREHOLDER · 75% or more · indirect via BNY MELLON INTERNATIONAL LIMITED · control person · listed since Oct 2006
- AddedANKER, PHILIP, ALEXANDER · DIRECTOR AND GLOBAL HEAD OF DISTRIBUTION · Less than 5% · control person
- AddedBNY MELLON INVESTMENT MANAGEMENT (EUROPE) LIMITED · SHAREHOLDER · 75% or more · indirect via BNY MELLON INVESTMENT MANAGEMENT EUROPE (HOLDINGS) LIMITED · control person
- AddedBNY MELLON INVESTMENT MANAGEMENT (JERSEY) LIMTED · SHAREHOLDER · 75% or more · indirect via BNY MELLON INVESTMENT MANAGEMENT (EUROPE) LIMITED
- AddedBNY MELLON INVESTMENT MANAGEMENT EUROPE( HOLDINGS) LIMITED · SHAREHOLDER · General partner, trustee or manager · indirect via BNY MELLON INTERNATIONAL ASSET MANAGEMENT GROUP LIMITED · control person
- AddedMBC INVESTMENTS CORPORATION · SHAREHOLDER · 75% or more · indirect via BNY MELLON INVESTMENT MANAGEMENT (JERSEY) LIMITED · control person
- AddedTRICKETT, STEPHEN, PAUL · DIRECTOR · Less than 5% · control person
Jul 9, 2013 filing
- No longer listedAITKEN, SARAH, FRANCES ELIZABETH · DIRECTOR · Less than 5% · control person · listed since Jan 2013
- ChangedDAVIES, HEATHER, CRICHTON · title EXECUTIVE OFFICER → EXECUTIVE OFFICER OF HUMAN RESOURCES
- ChangedFARQUHARSON, CHARLES · title DIRECTOR → DIRECTOR AND CHIEF RISK OFFICER
- ChangedGILES, ANDREW, BRIAN · title DIRECTOR → DIRECTOR AND CHIEF INVESTMENT OFFICER(SOLUTIONS)
- ChangedGREY, ADRIAN · title HEAD OF INVESTMENT → HEAD OF INVESTMENT (FIXED INCOME AND CURRENCY)
- ChangedMANEK, ATUL · title DIRECTOR → DIRECTOR AND CHIEF OPERATING OFFICER AND CHIEF FINANCE OFFICER
- ChangedNAUPHAL, ABDALLAH, HABIB · title DIRECTOR → DIRECTOR AND CHIEF EXECUTIVE OFFICER
Mar 28, 2013 filing
- AddedDAVIES, HEATHER, CRICHTON · EXECUTIVE OFFICER · Less than 5% · control person
- AddedIVINSON, JANE, FRANCES · GENERAL COUNSEL · Less than 5% · control person
Jan 29, 2013 filing
- No longer listedBNY MELLON INTERNATIONAL LIMITED · SHAREHOLDER · 75% or more · control person · listed since Apr 2002
- No longer listedCHRISTIE, CAROLYN, MARGARET · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Jan 2005
- No longer listedLADD, EDWARD, HOMER · DIRECTOR · Less than 5% · control person · listed since Apr 2008
- No longer listedNEPTUNE LLC · SHAREHOLDER · 75% or more · indirect via MELLON INTERNATIONAL HOLDINGS S.AR.I (LUX) · control person · listed since Mar 2001
- No longer listedSHILLING, MICHAEL, JAMES · CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Oct 2004
- AddedAITKEN, SARAH, FRANCES ELIZABETH · DIRECTOR · Less than 5% · control person
- AddedANSTEE, ERIC, E · DIRECTOR · Less than 5% · control person
- AddedBNY MELLON INTERNATIONAL ASSET MANAGEMENT GROUP LIMITED · FOREIGN · 75% or more · indirect via INSIGHT INVESTMENT MANAGEMENT LIMITED · control person
- AddedFARQUHARSON, CHARLES · DIRECTOR · Less than 5% · control person
- AddedGILES, ANDREW, BRIAN · DIRECTOR · Less than 5% · control person
- AddedGREY, ADRIAN · HEAD OF INVESTMENT · Less than 5% · control person
- AddedINSIGHT INVESTMENT MANAGEMENT LIMITED · SHAREHOLDER · 75% or more · control person
- AddedIVORY, BRIAN · DIRECTOR · Less than 5% · control person
- AddedMANEK, ATUL · DIRECTOR · Less than 5% · control person
- AddedNAUPHAL, ABDALLAH, HABIB · DIRECTOR · Less than 5% · control person
Nov 17, 2011 filing (earliest on record)
- ListedBNY MELLON INTERNATIONAL LIMITED · SHAREHOLDER · 75% or more · control person
- ListedCHRISTIE, CAROLYN, MARGARET · CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedHARRIS, MITCHELL, EVAN · CHAIRMAN · Less than 5% · control person
- ListedLADD, EDWARD, HOMER · DIRECTOR · Less than 5% · control person
- ListedMBC INVESTMENTS CORPORATION · SHAREHOLDER · 75% or more · indirect via NEPTUNE LLC · control person
- ListedMELLON INTERNATIONAL HOLDINGS S.AR.I (LUX) · SHAREHOLDER · 75% or more · indirect via BNY MELLON INTERNATIONAL LIMITED · control person
- ListedNEPTUNE LLC · SHAREHOLDER · 75% or more · indirect via MELLON INTERNATIONAL HOLDINGS S.AR.I (LUX) · control person
- ListedSHILLING, MICHAEL, JAMES · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- ListedTHE BANK OF NEW YORK MELLON CORPORATION · SHAREHOLDER · 75% or more · indirect via MBC INVESTMENTS CORP · control person
- ListedWESTWOOD, ZOE, E · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- TAIWAN SEMICONDUCTOR MFG LTD$34.6M +44.7%
- STUBHUB$22.8M +106.3%
- MICRON TECHNOLOGY INC$18.5M +8274.9%
- AMAZON COM INC$15.6M +19.3%
- BLOOM ENERGY CORP$15.4M +138.9%
Top Trims
- META PLATFORMS INC-$7.7M -12.7%
- SPOTIFY TECHNOLOGY SA-$5.2M -34.4%
- THE REAL BROKERAGE INC-$4.7M -27.2%
- BROADCOM INC-$4.2M -22.1%
New Positions
- HAWKEYE 360 INC$183.4M
- COURSERA$50.4M
- APPLE INC$37.9M
- SPACE EXPLORATION TECH$25.6M
- LAM RESEARCH CORP$11.0M
Exited Positions
- HINGE HEALTH INC$361.5M
- UDEMY INC$175.7M
- MICROSOFT CORP$25.6M
- CLOUDFLARE INC$6.8M
- ROBINHOOD MARKETS$2.9M
Insight Holdings Group, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | EQUIPMENTSHARE COM INC | EQPT | 29445S100 | $265.9M | 20.21% | 13,526,731 | SH |
| 2 | HAWKEYE 360 INC | HAWK | 420201105 | $183.4M | 13.94% | 9,068,074 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $128.7M | 9.78% | 643,340 | SH |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $112.1M | 8.52% | 234,645 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $96.5M | 7.33% | 404,905 | SH |
| 6 | ALPHABET INC | GOOGL | 02079K305 | $93.1M | 7.08% | 260,530 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $52.4M | 3.98% | 93,015 | SH |
| 8 | COURSERA | COUR | 22266M104 | $50.4M | 3.83% | 8,942,501 | SH |
| 9 | STUBHUB | STUB | 86384P109 | $44.2M | 3.36% | 3,437,380 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $37.9M | 2.88% | 131,050 | SH |
| 11 | BLOOM ENERGY CORP | BE | 093712107 | $26.6M | 2.02% | 87,725 | SH |
| 12 | SPACE EXPLORATION TECH | SPCX | 84615Q103 | $25.6M | 1.95% | 150,000 | SH |
| 13 | APPLIED MATERIAL INC | AMAT | 038222105 | $22.8M | 1.74% | 31,595 | SH |
| 14 | MICRON TECHNOLOGY INC | MU | 595112103 | $18.7M | 1.42% | 16,185 | SH |
| 15 | SHOPIFY INC | SHOP | 82509L107 | $17.5M | 1.33% | 153,440 | SH |
| 16 | BROADCOM INC | AVGO | 11135F101 | $14.9M | 1.13% | 39,405 | SH |
| 17 | THE REAL BROKERAGE INC | REAX | 75585H206 | $12.7M | 0.96% | 6,968,725 | SH |
| 18 | ADVANCED MICRO DEVICES | AMD | 007903107 | $11.8M | 0.90% | 20,370 | SH |
| 19 | LAM RESEARCH CORP | LRCX | 512807306 | $11.0M | 0.84% | 25,430 | SH |
| 20 | SPOTIFY TECHNOLOGY SA | SPOT | L8681T102 | $10.0M | 0.76% | 21,765 | SH |
| 21 | PALO ALTO NETWORKS | PANW | 697435105 | $9.9M | 0.75% | 29,035 | SH |
| 22 | TEXAS INSTRUMENTS | TXN | 882508104 | $9.8M | 0.75% | 32,920 | SH |
| 23 | AXON ENTERPRISE INC | AXON | 05464C101 | $9.0M | 0.68% | 16,025 | SH |
| 24 | KYVERNA THERAPEUTICS INC | KYTX | 501976104 | $8.8M | 0.67% | 989,054 | SH |
| 25 | MACOM TECH SOLUTIONS HLDGS I | MTSI | 55405Y100 | $8.8M | 0.67% | 23,080 | SH |
| 26 | LUMENTUM HOLDINGS INC | LITE | 55024U109 | $8.0M | 0.61% | 9,380 | SH |
| 27 | SEAGATE TECHNOLOGY HOLDINGS | STX | G7997R103 | $7.9M | 0.60% | 8,150 | SH |
| 28 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $6.8M | 0.51% | 27,245 | SH |
| 29 | INTEL CORP | INTC | 458140100 | $6.4M | 0.48% | 45,605 | SH |
| 30 | QUANTINUUM INC | QNT | 74768A104 | $4.1M | 0.31% | 50,000 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.32B | 30 | 0000899140-26-000867 |
| 2026-03-31 | 2026-05-15 | $1.42B | 28 | 0000899140-26-000530 |
| 2025-12-31 | 2026-02-17 | $1.34B | 30 | 0000899140-26-000238 |
| 2025-09-30 | 2025-11-14 | $1.62B | 27 | 0000899140-25-001295 |
Filer Information
Address
1114 AVENUE OF THE AMERICAS, 36TH FLOORNEW YORK, NY 10036
Phone
(212) 230-9200
Filing Manager
Insight Holdings Group, LLC
NEW YORK, NY
Signatory
Andrew Prodromos
Managing Director and CCO