Q1 2026 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2026-05-15 · accession 0000899140-26-000530
$1.42B
Reported value
28
Positions
2026-03-31
Period end
The Brief · Insight Holdings Group, LLC · Q1 2026
AI · grounded in 13F
Insight Holdings Group, LLC established a new position in EQPT valued at $275.5M. The fund also added new positions in AMAT for $12.8M and BE for $11.1M, while increasing its share count in SPOT by 317.5%. On the sell side, the fund closed its positions in AAPL for $14.4M and APPF for $10.4M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 433313103 | HNGE | HINGE HEALTH INC | $361.5M | 25.4% | 9,375,164 | Common | SOLE |
| 29445S100 | EQPT | EQUIPMENTSHARE COM INC | $275.5M | 19.3% | 13,526,731 | Common | SOLE |
| 902685106 | 7WH | UDEMY INC | $175.7M | 12.3% | 38,032,260 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $116.8M | 8.20% | 669,950 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $82.7M | 5.80% | 287,450 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $80.9M | 5.68% | 388,375 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $77.4M | 5.44% | 229,115 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $60.0M | 4.21% | 104,955 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $25.6M | 1.80% | 69,275 | Common | SOLE |
| 86384P109 | STUB | STUBHUB HLDGS INC | $21.4M | 1.51% | 3,437,380 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $19.1M | 1.34% | 61,760 | Common | SOLE |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $17.4M | 1.22% | 6,968,725 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY SA | $15.2M | 1.07% | 31,400 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATERIAL INC | $12.8M | 0.90% | 37,355 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $11.2M | 0.79% | 94,660 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $11.1M | 0.78% | 82,030 | Common | SOLE |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $8.5M | 0.60% | 989,054 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $7.1M | 0.50% | 25,475 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $6.8M | 0.48% | 15,980 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $6.8M | 0.48% | 32,800 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $5.5M | 0.39% | 125,205 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS | $5.0M | 0.35% | 31,030 | Common | SOLE |
| 55405Y100 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $4.8M | 0.34% | 21,590 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $4.4M | 0.31% | 22,570 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HOLDINGS INC | $4.2M | 0.29% | 5,970 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES | $3.9M | 0.27% | 19,040 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MARKETS | $2.9M | 0.20% | 42,035 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $223,073 | 0.02% | 660 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.