Stock Taper

INSIGHT HOLDINGS GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Seagate Technology Holdings plcSTX8.15K$7.86M
Lumentum Holdings Inc.LITE9.38K$8.05M
Axon Enterprise, Inc.AXON16.02K$8.98M
Micron Technology, Inc.MU16.18K$18.68M
Advanced Micro Devices, Inc.AMD20.37K$11.83M
Spotify Technology S.A.SPOT21.77K$9.99M
MACOM Technology Solutions Holdings, Inc.MTSI23.08K$8.78M
Lam Research CorporationLRCX25.43K$11.02M
Constellation Energy CorporationCEG27.25K$6.77M
Palo Alto Networks, Inc.PANW29.04K$9.9M
Applied Materials, Inc.AMAT31.59K$22.84M
Texas Instruments IncorporatedTXN32.92K$9.81M
Broadcom Inc.AVGO39.41K$14.89M
Intel Corp.INTC45.6K$6.37M
Quantinuum Inc. Class A Common StockQNT50K$4.09M
Bloom Energy CorporationBE87.72K$26.55M
Meta Platforms, Inc.META93.02K$52.39M
Apple Inc.AAPL131.05K$37.92M
Space Exploration Technologies Corp.SPCX150K$25.63M
Shopify Inc.SHOP153.44K$17.52M