Insight Holdings Group, LLC
13F Reported Value
ⓘ$1.4B
Holdings
28
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Insight Holdings Group, LLC disclosed 28 positions worth $1.4B in its Form 13F-HR for Q1 2026, led by $HNGE (Hinge Health, Inc.) at 25.4% of the equity portfolio, followed by $EQPT and $UDMY. During the quarter the fund opened 9 new positions and exited 11 — including a new stake in $EQPT and a full exit from $AAPL. The portfolio is most concentrated in Technology (57.1% of disclosed assets). All figures are sourced directly from Insight Holdings Group, LLC’s Form 13F-HR filing with the SEC under CIK 1305473.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 44.9#1,744
Quality
$361.5M9,375,164 sh - —
Quality
$275.5M13,526,731 sh - 46.3#1,668
Quality
$175.7M38,032,260 sh - 90.2
Quality
$116.8M669,950 sh - 80.2
Quality
$82.7M287,450 sh - 74.6
Quality
$80.9M388,375 sh - $77.4M229,115 sh
- 80.9
Quality
$60.0M104,955 sh - 83.7
Quality
$25.6M69,275 sh - —
Quality
$21.4M3,437,380 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Hinge Health, Inc.$HNGE | 44.9#1,744 | $361.5M | 9,375,164 |
 EquipmentShare.com Inc$EQPT | — | $275.5M | 13,526,731 |
 Udemy, Inc.$UDMY | 46.3#1,668 | $175.7M | 38,032,260 |
 NVIDIA CORP$NVDA | 90.2 | $116.8M | 669,950 |
 Alphabet Inc.$GOOG | 80.2 | $82.7M | 287,450 |
 AMAZON COM INC$AMZN | 74.6 | $80.9M | 388,375 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $77.4M | 229,115 |
 Meta Platforms, Inc.$META | 80.9 | $60.0M | 104,955 |
 MICROSOFT CORP$MSFT | 83.7 | $25.6M | 69,275 |
 StubHub Holdings, Inc.$STUB | — | $21.4M | 3,437,380 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Insight Holdings Group, LLC's 28 positions.
Showing top 10 of 28 holdings.
Sector Allocation
Technology
$813.1M
Industrials
$282.3M
Consumer Discretionary
$256.6M
Communication Services
$36.7M
Real Estate
$17.4M
Healthcare
$8.5M
Utilities
$7.1M
Financials
$2.9M
Full Holdings — Insight Holdings Group, LLC (Q1 2026)
All 28 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $HNGE | Hinge Health, Inc. | $361.5M | 25.4% | +0% | 44.9 |
| 2 | $EQPT | EquipmentShare.com Inc | $275.5M | 19.3% | NEW | — |
| 3 | $UDMY | Udemy, Inc. | $175.7M | 12.3% | +0% | 46.3 |
| 4 | $NVDA | NVIDIA CORP | $116.8M | 8.2% | +22% | 90.2 |
| 5 | $GOOG | Alphabet Inc. | $82.7M | 5.8% | +1% | 80.2 |
| 6 | $AMZN | AMAZON COM INC | $80.9M | 5.7% | +10% | 74.6 |
| 7 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $77.4M | 5.4% | +2% | — |
| 8 | $META | Meta Platforms, Inc. | $60.0M | 4.2% | +88% | 80.9 |
| 9 | $MSFT | MICROSOFT CORP | $25.6M | 1.8% | -62% | 83.7 |
| 10 | $STUB | StubHub Holdings, Inc. | $21.4M | 1.5% | +0% | — |
| 11 |  $AVGO | Broadcom Inc. | $19.1M | 1.3% | +3% | 86.4 |
| 12 |  $REAX | Real Brokerage Inc | $17.4M | 1.2% | +0% | 41.9 |
| 13 |  $SPOT | Spotify Technology S.A. | $15.2M | 1.1% | +318% | — |
| 14 |  $AMAT | APPLIED MATERIALS INC /DE | $12.8M | 0.9% | NEW | 74.8 |
| 15 |  $SHOP | SHOPIFY INC. | $11.2M | 0.8% | +232% | — |
| 16 |  $BE | Bloom Energy Corp | $11.1M | 0.8% | NEW | 54.4 |
| 17 |  $KYTX | Kyverna Therapeutics, Inc. | $8.5M | 0.6% | +0% | — |
| 18 |  $CEG | Constellation Energy Corp | $7.1M | 0.5% | +98% | 62.5 |
| 19 |  $AXON | AXON ENTERPRISE, INC. | $6.8M | 0.5% | NEW | 55.6 |
| 20 |  $NET | Cloudflare, Inc. | $6.8M | 0.5% | NEW | 52.6 |
| 21 |  $INTC | INTEL CORP | $5.5M | 0.4% | +20% | 41.5 |
| 22 |  $PANW | Palo Alto Networks Inc | $5.0M | 0.3% | -40% | 66.5 |
| 23 |  $MTSI | MACOM Technology Solutions Holdings, Inc. | $4.8M | 0.3% | NEW | 70.6 |
| 24 |  $TXN | TEXAS INSTRUMENTS INC | $4.4M | 0.3% | NEW | 70.4 |
| 25 |  $LITE | Lumentum Holdings Inc. | $4.2M | 0.3% | NEW | 63.4 |
| 26 |  $AMD | ADVANCED MICRO DEVICES INC | $3.9M | 0.3% | +15% | 78.8 |
| 27 |  $HOOD | Robinhood Markets, Inc. | $2.9M | 0.2% | +1% | 75.8 |
| 28 |  $MU | MICRON TECHNOLOGY INC | $223,073 | 0.0% | NEW | 88.4 |
New Positions (9)
$EQPT EquipmentShare.com Inc$275.5M$AMAT APPLIED MATERIALS INC /DE$12.8M$BE Bloom Energy Corp$11.1M$AXON AXON ENTERPRISE, INC.$6.8M$NET Cloudflare, Inc.$6.8M$MTSI MACOM Technology Solutions Holdings, Inc.$4.8M$TXN TEXAS INSTRUMENTS INC$4.4M$LITE Lumentum Holdings Inc.$4.2M$MU MICRON TECHNOLOGY INC$223,073
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