Insight Holdings Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.42B
Q ending 2026-03-31
Prior quarter
$1.34B
Q ending 2025-12-31
Change
+6.5% QoQ · +10.3% YoY
Positions
28
reported holdings
Largest positions
All 28 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Hinge Health Inc | HNGE | Shares | $361.5M | 9.4M |
| Equipmentshare Com Inc | EQPT | Shares | $275.5M | 13.5M |
| Udemy Inc | 7WH | Shares | $175.7M | 38.0M |
| Nvidia Corporation | NVDA | Shares | $116.8M | 670K |
| Alphabet Inc | GOOGL | Shares | $82.7M | 287K |
| Amazon Com Inc | AMZN | Shares | $80.9M | 388K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $77.4M | 229K |
| Meta Platforms Inc | META | Shares | $60.0M | 105K |
| Microsoft Corp | MSFT | Shares | $25.6M | 69K |
| Stubhub Hldgs Inc | STUB | Shares | $21.4M | 3.4M |
| Broadcom Inc | AVGO | Shares | $19.1M | 62K |
| The Real Brokerage Inc | REAX | Shares | $17.4M | 7.0M |
| Spotify Technology Sa | Shares | $15.2M | 31K | |
| Applied Material Inc | AMAT | Shares | $12.8M | 37K |
| Shopify Inc | SHOP | Shares | $11.2M | 95K |
| Bloom Energy Corp | BE | Shares | $11.1M | 82K |
| Kyverna Therapeutics Inc | KYTX | Shares | $8.5M | 989K |
| Constellation Energy Corp | CEG | Shares | $7.1M | 25K |
| Axon Enterprise Inc | AXON | Shares | $6.8M | 16K |
| Cloudflare Inc | NET | Shares | $6.8M | 33K |
| Intel Corp | INTC | Shares | $5.5M | 125K |
| Palo Alto Networks | PANW | Shares | $5.0M | 31K |
| Macom Tech Solutions Hldgs I | MTSI | Shares | $4.8M | 22K |
| Texas Instruments | TXN | Shares | $4.4M | 23K |
| Lumentum Holdings Inc | LITE | Shares | $4.2M | 6K |
| Advanced Micro Devices | AMD | Shares | $3.9M | 19K |
| Robinhood Markets | HOOD | Shares | $2.9M | 42K |
| Micron Technology Inc | MU | Shares | $223K | 660 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.