Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 28
- −2 vs. Q4 2025
- Portfolio value
- $1.42B
- +$87.4M (+6.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HNGEHinge Health, Inc. | CL A | 9,375,164 | $361.5M | 25.4% | 00.0% | Unchanged | History |
| EQPTEquipmentShare.com Inc | COM CL A | 13,526,731 | $275.5M | 19.3% | +13,526,731 | New | History |
| UDMYUdemy, Inc. | COM | 38,032,260 | $175.7M | 12.3% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 669,950 | $116.8M | 8.2% | +120,310+21.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 287,450 | $82.7M | 5.8% | +3,690+1.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 388,375 | $80.9M | 5.7% | +34,705+9.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 229,115 | $77.4M | 5.4% | +3,890+1.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 104,955 | $60.0M | 4.2% | +49,260+88.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 69,275 | $25.6M | 1.8% | −113,430−62.1% | Reduced | History |
| STUBStubHub Holdings, Inc. | CL A | 3,437,380 | $21.4M | 1.5% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 61,760 | $19.1M | 1.3% | +1,750+2.9% | Added | History |
| REAXReal REMAX Group Inc. | COM NEW | 6,968,725 | $17.4M | 1.2% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 31,400 | $15.2M | 1.1% | +23,880+317.6% | Added | History |
| AMATApplied Materials Inc | Stock | 37,355 | $12.8M | 0.9% | +37,355 | New | History |
| SHOPShopify Inc. | Stock | 94,660 | $11.2M | 0.8% | +66,130+231.8% | Added | History |
| BEBloom Energy Corp | COM CL A | 82,030 | $11.1M | 0.8% | +82,030 | New | History |
| KYTXKyverna Therapeutics, Inc. | COM | 989,054 | $8.54M | 0.6% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 25,475 | $7.11M | 0.5% | +12,600+97.9% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 15,980 | $6.79M | 0.5% | +15,980 | New | History |
| NETCloudflare, Inc. | CL A COM | 32,800 | $6.77M | 0.5% | +32,800 | New | History |
| INTCIntel Corp | Stock | 125,205 | $5.53M | 0.4% | +20,660+19.8% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 31,030 | $4.97M | 0.3% | −20,675−40.0% | Reduced | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 21,590 | $4.79M | 0.3% | +21,590 | New | History |
| TXNTexas Instruments Inc | Stock | 22,570 | $4.38M | 0.3% | +22,570 | New | History |
| LITELumentum Holdings Inc. | COM | 5,970 | $4.20M | 0.3% | +5,970 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 19,040 | $3.87M | 0.3% | +2,455+14.8% | Added | History |
| HOODRobinhood Markets, Inc. | Stock | 42,035 | $2.91M | 0.2% | +320+0.8% | Added | History |
| MUMicron Technology Inc | Stock | 660 | $223.1K | <0.1% | +660 | New | History |
Sold out since Q4 2025 (11)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 52,940 | $14.4M | 1.1% | History |
| APPFAppfolio Inc | COM CL A | 44,550 | $10.4M | 0.8% | History |
| MDBMongoDB, Inc. | CL A | 20,390 | $8.56M | 0.6% | History |
| APPAppLovin Corp | COM CL A | 12,260 | $8.26M | 0.6% | History |
| VVisa Inc. | Stock | 20,395 | $7.15M | 0.5% | History |
| SNPSSynopsys Inc | COM | 15,170 | $7.13M | 0.5% | History |
| IOTSamsara Inc. | Stock | 186,640 | $6.62M | 0.5% | History |
| TSLATesla, Inc. | Stock | 8,140 | $3.66M | 0.3% | History |
| VRTVertiv Holdings Co | COM CL A | 19,780 | $3.20M | 0.2% | History |
| CLSCelestica Inc | Stock | 10,815 | $3.20M | 0.2% | History |
| NTSKNetskope Inc | CL A | 175,000 | $3.07M | 0.2% | History |