Insight Holdings Group, LLC
NEW YORK NY · SEC CIK 0001305473
$13.16亿2026Q2 申报市值
30持仓数
80.9%前十大占比 · 第一大 20.2%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HAWK 新建仓+$1.83亿
COUR 新建仓+$5,043.57万
SPCX 新建仓+$2,562.90万
AAPL 重新持有+$2,260.19万
MU 加仓+$1,792.04万
2026Q2 卖出最多 按季末市值估算
HNGE 清仓-$3.62亿
UDEMY INC 清仓-$1.76亿
MSFT 清仓-$2,564.35万
INTC 减仓-$1,111.45万
GOOGL 减仓-$962.04万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HNGE | HINGE HEALTH INC | $0 | 0.00% | 0 | -9,375,164 | -100.0% | -$3.62亿 | 清仓 |
| — | UDEMY INC | $0 | 0.00% | 0 | -38,032,260 | -100.0% | -$1.76亿 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -69,275 | -100.0% | -$2,564.35万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -32,800 | -100.0% | -$676.80万 | 清仓 |
| HOOD | ROBINHOOD MARKETS | $0 | 0.00% | 0 | -42,035 | -100.0% | -$291.30万 | 清仓 |
| QNT | QUANTINUUM INC | $408.70万 | 0.31% | 50,000 | 50,000 | — | $408.70万 | 新建仓 |
| INTC | INTEL CORP | $636.78万 | 0.48% | 45,605 | -79,600 | -63.6% | -$1,111.45万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $676.68万 | 0.51% | 27,245 | 1,770 | 6.9% | $43.96万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS | $786.48万 | 0.60% | 8,150 | 8,150 | — | $786.48万 | 新建仓 |
| LITE | LUMENTUM HOLDINGS INC | $804.86万 | 0.61% | 9,380 | 3,410 | 57.1% | $292.60万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $877.89万 | 0.67% | 23,080 | 1,490 | 6.9% | $56.68万 | 加仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $881.25万 | 0.67% | 989,054 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $898.38万 | 0.68% | 16,025 | 45 | 0.3% | $2.52万 | 加仓 |
| TXN | TEXAS INSTRUMENTS | $981.25万 | 0.75% | 32,920 | 10,350 | 45.9% | $308.50万 | 加仓 |
| PANW | PALO ALTO NETWORKS | $990.15万 | 0.75% | 29,035 | -1,995 | -6.4% | -$68.03万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $999.30万 | 0.76% | 21,765 | -9,635 | -30.7% | -$442.37万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,101.96万 | 0.84% | 25,430 | 25,430 | — | $1,101.96万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES | $1,183.31万 | 0.90% | 20,370 | 1,330 | 7.0% | $77.26万 | 加仓 |
| — | THE REAL BROKERAGE INC | $1,268.31万 | 0.96% | 6,968,725 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1,488.52万 | 1.13% | 39,405 | -22,355 | -36.2% | -$844.46万 | 减仓 |
| SHOP | SHOPIFY INC | $1,751.98万 | 1.33% | 153,440 | 58,780 | 62.1% | $671.15万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,868.22万 | 1.42% | 16,185 | 15,525 | 2,352.3% | $1,792.04万 | 加仓 |
| AMAT | APPLIED MATERIAL INC | $2,284.32万 | 1.74% | 31,595 | -5,760 | -15.4% | -$416.45万 | 减仓 |
| SPCX | SPACE EXPLORATION TECH | $2,562.90万 | 1.95% | 150,000 | 150,000 | — | $2,562.90万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $2,655.44万 | 2.02% | 87,725 | 5,695 | 6.9% | $172.39万 | 加仓 |
| AAPL | APPLE INC | $3,792.06万 | 2.88% | 131,050 | 78,110 | 147.5% | $2,260.19万 | 重新持有 |
| STUB | STUBHUB | $4,423.91万 | 3.36% | 3,437,380 | 0 | 0.0% | — | 不变 |
| COUR | COURSERA | $5,043.57万 | 3.83% | 8,942,501 | 8,942,501 | — | $5,043.57万 | 新建仓 |
| META | META PLATFORMS INC | $5,239.44万 | 3.98% | 93,015 | -11,940 | -11.4% | -$672.57万 | 减仓 |
| GOOGL | ALPHABET INC | $9,310.56万 | 7.08% | 260,530 | -26,920 | -9.4% | -$962.04万 | 减仓 |
| AMZN | AMAZON COM INC | $9,650.51万 | 7.33% | 404,905 | 16,530 | 4.3% | $393.98万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $1.12亿 | 8.52% | 234,645 | 5,530 | 2.4% | $264.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.29亿 | 9.78% | 643,340 | -26,610 | -4.0% | -$532.44万 | 减仓 |
| HAWK | HAWKEYE 360 INC | $1.83亿 | 13.94% | 9,068,074 | 9,068,074 | — | $1.83亿 | 新建仓 |
| EQPT | EQUIPMENTSHARE COM INC | $2.66亿 | 20.21% | 13,526,731 | 0 | 0.0% | — | 不变 |