Institutional
Insight Holdings Group, LLC
CIK 0001305473
$1.42B
Reported AUM
28
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | HNGE | HINGE HEALTH INC | $361.5M | 25.37% | — | HELD |
| 2 | EQPT | EQUIPMENTSHARE COM INC | $275.5M | 19.34% | +13,526,731 | NEW |
| 3 | 7WH | UDEMY INC | $175.7M | 12.33% | — | HELD |
| 4 | NVDA | NVIDIA CORPORATION | $116.8M | 8.20% | +120,310 | +21.9% |
| 5 | GOOGL | ALPHABET INC | $82.7M | 5.80% | +3,690 | +1.3% |
| 6 | AMZN | AMAZON COM INC | $80.9M | 5.68% | +34,705 | +9.8% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $77.4M | 5.44% | +3,890 | +1.7% |
| 8 | META | META PLATFORMS INC | $60.0M | 4.21% | +49,260 | +88.4% |
| 9 | MSFT | MICROSOFT CORP | $25.6M | 1.80% | -113,430 | -62.1% |
| 10 | STUB | STUBHUB HLDGS INC | $21.4M | 1.51% | — | HELD |
| 11 | AVGO | BROADCOM INC | $19.1M | 1.34% | +1,750 | +2.9% |
| 12 | REAX | THE REAL BROKERAGE INC | $17.4M | 1.22% | — | HELD |
| 13 | SPOT | SPOTIFY TECHNOLOGY SA | $15.2M | 1.07% | +23,880 | +317.6% |
| 14 | AMAT | APPLIED MATERIAL INC | $12.8M | 0.90% | +37,355 | NEW |
| 15 | SHOP | SHOPIFY INC | $11.2M | 0.79% | +66,130 | +231.8% |
| 16 | BE | BLOOM ENERGY CORP | $11.1M | 0.78% | +82,030 | NEW |
| 17 | KYTX | KYVERNA THERAPEUTICS INC | $8.5M | 0.60% | — | HELD |
| 18 | CEG | CONSTELLATION ENERGY CORP | $7.1M | 0.50% | +12,600 | +97.9% |
| 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% | +20,660 | +19.8% |
| 22 | PANW | PALO ALTO NETWORKS | $5.0M | 0.35% | -20,675 | -40.0% |
| 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 |
| 26 | AMD | ADVANCED MICRO DEVICES | $3.9M | 0.27% | +2,455 | +14.8% |
| 27 | HOOD | ROBINHOOD MARKETS | $2.9M | 0.20% | +320 | +0.8% |
| 28 | MU | MICRON TECHNOLOGY INC | $223K | 0.02% | +660 | NEW |
| 29 | AAPL | APPLE INC | — | — | -52,940 | EXITED |
| 30 | APPF | APPFOLIO INC | — | — | -44,550 | EXITED |
| 31 | MDB | MONGODB INC | — | — | -20,390 | EXITED |
| 32 | APP | APPLOVIN CORP | — | — | -12,260 | EXITED |
| 33 | V | VISA | — | — | -20,395 | EXITED |
| 34 | SNPS | SYNOPSYS INC | — | — | -15,170 | EXITED |
| 35 | IOT | SAMSARA INC | — | — | -186,640 | EXITED |
| 36 | TSLA | TESLA INC | — | — | -8,140 | EXITED |
| 37 | VRT | VERTIV HOLDINGS CO | — | — | -19,780 | EXITED |
| 38 | CLS | CELESTICA | — | — | -10,815 | EXITED |
| 39 | NTSK | NETSKOPE | — | — | -175,000 | EXITED |
Source: SEC EDGAR · accession 0000899140-26-000530. 13F discloses long positions only — shorts, foreign equities, and options are excluded.