Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Insight Holdings Group, LLC (CIK 1305473) reported $1.42B across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HNGE ($361.5M, 25.37%), ($275.5M, 19.34%), UDMY ($175.7M, 12.33%), NVDA ($116.8M, 8.20%), GOOGL ($82.7M, 5.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HNGE | HINGE HEALTH INC | $361.5M | 25.37% | 9.4M | Hold |
| 2 | EQUIPMENTSHARE COM INC | $275.5M | 19.34% | 13.5M | New | |
| 3 | UDMY | UDEMY INC | $175.7M | 12.33% | 38.0M | Hold |
| 4 | NVDA | NVIDIA CORPORATION | $116.8M | 8.20% | 669,950 | Added |
| 5 | GOOGL | ALPHABET INC | $82.7M | 5.80% | 287,450 | Added |
| 6 | AMZN | AMAZON COM INC | $80.9M | 5.68% | 388,375 | Added |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $77.4M | 5.44% | 229,115 | Added |
| 8 | META | META PLATFORMS INC | $60.0M | 4.21% | 104,955 | Added |
| 9 | MSFT | MICROSOFT CORP | $25.6M | 1.80% | 69,275 | Trimmed |
| 10 | STUBHUB HLDGS INC | $21.4M | 1.51% | 3.4M | Hold | |
| 11 | AVGO | BROADCOM INC | $19.1M | 1.34% | 61,760 | Added |
| 12 | REAX | THE REAL BROKERAGE INC | $17.4M | 1.22% | 7.0M | Hold |
| 13 | SPOT | SPOTIFY TECHNOLOGY SA | $15.2M | 1.07% | 31,400 | Added |
| 14 | AMAT | APPLIED MATERIAL INC | $12.8M | 0.90% | 37,355 | New |
| 15 | SHOP | SHOPIFY INC | $11.2M | 0.79% | 94,660 | Added |
| 16 | BE | BLOOM ENERGY CORP | $11.1M | 0.78% | 82,030 | New |
| 17 | KYTX | KYVERNA THERAPEUTICS INC | $8.5M | 0.60% | 989,054 | Hold |
| 18 | CEG | CONSTELLATION ENERGY CORP | $7.1M | 0.50% | 25,475 | Added |
| 19 | AXON | AXON ENTERPRISE INC | $6.8M | 0.48% | 15,980 | New |
| 20 | NET | CLOUDFLARE INC | $6.8M | 0.48% | 32,800 | New |
| 21 | INTC | INTEL CORP | $5.5M | 0.39% | 125,205 | Added |
| 22 | PANW | PALO ALTO NETWORKS | $5.0M | 0.35% | 31,030 | Trimmed |
| 23 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $4.8M | 0.34% | 21,590 | New |
| 24 | TXN | TEXAS INSTRUMENTS | $4.4M | 0.31% | 22,570 | New |
| 25 | LITE | LUMENTUM HOLDINGS INC | $4.2M | 0.29% | 5,970 | New |
Source: SEC Form 13F filings · as of 2026-03-31