Long-term investor
Insight Holdings Group, LLC @insightholdingsgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001305473).
Record
- Tracked since 2025-06-30 (449 days), 102 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +13.8% · 1 year n/a · all -8.3%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EQPT · 20.2% · long · since 2026-03-31
- HAWK · 13.9% · long · since 2026-06-30
- NVDA · 9.8% · long · since 2025-06-30
- TSM · 8.5% · long · since 2025-06-30
- AMZN · 7.3% · long · since 2025-06-30
- GOOGL · 7.1% · long · since 2025-09-30
- META · 4.0% · long · since 2025-06-30
- COUR · 3.8% · long · since 2026-06-30
- STUB · 3.4% · long · since 2025-09-30
- AAPL · 2.9% · long · since 2025-12-31
- BE · 2.0% · long · since 2026-03-31
- SPCX · 1.9% · long · since 2026-06-30