Insight Holdings Group, LLC — 13F Holdings & Portfolio
CIK 1305473 · latest 13F-HR filed 2026-05-15
Insight Holdings Group, LLC manages $1.42B in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are HNGE (25.37%), EQPT (19.34%), UDMY (12.33%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 11, added to 8, and trimmed 10.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.42B
Long-equity book
28
Distinct positions
2026-03-31
Filed 2026-05-15
+9 / −11 / ↑8 / ↓10
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- META PLATFORMS INC$23.3M +63.3%
- NVIDIA CORPORATION$14.3M +14.0%
- SPOTIFY TECHNOLOGY SA$10.9M +248.7%
- TAIWAN SEMICONDUCTOR MFG LTD$9.0M +13.1%
- SHOPIFY INC$6.6M +144.5%
Top Trims
- HINGE HEALTH INC-$74.0M -17.0%
- MICROSOFT CORP-$62.7M -71.0%
- UDEMY INC-$46.8M -21.0%
- STUBHUB HLDGS INC-$25.1M -53.9%
- THE REAL BROKERAGE INC-$8.0M -31.5%
New Positions
- EQUIPMENTSHARE COM INC$275.5M
- APPLIED MATERIAL INC$12.8M
- BLOOM ENERGY CORP$11.1M
- AXON ENTERPRISE INC$6.8M
- CLOUDFLARE INC$6.8M
Exited Positions
- APPLE INC$14.4M
- APPFOLIO INC$10.4M
- MONGODB INC$8.6M
- APPLOVIN CORP$8.3M
- VISA$7.2M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | HINGE HEALTH INC | HNGE | 433313103 | $361.5M | 25.37% | 9,375,164 | SH |
| 2 | EQUIPMENTSHARE COM INC | EQPT | 29445S100 | $275.5M | 19.34% | 13,526,731 | SH |
| 3 | UDEMY INC | UDMY | 902685106 | $175.7M | 12.33% | 38,032,260 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $116.8M | 8.20% | 669,950 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $82.7M | 5.80% | 287,450 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $80.9M | 5.68% | 388,375 | SH |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $77.4M | 5.44% | 229,115 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $60.0M | 4.21% | 104,955 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $25.6M | 1.80% | 69,275 | SH |
| 10 | STUBHUB HLDGS INC | STUB | 86384P109 | $21.4M | 1.51% | 3,437,380 | SH |
| 11 | BROADCOM INC | AVGO | 11135F101 | $19.1M | 1.34% | 61,760 | SH |
| 12 | THE REAL BROKERAGE INC | REAX | 75585H206 | $17.4M | 1.22% | 6,968,725 | SH |
| 13 | SPOTIFY TECHNOLOGY SA | SPOT | L8681T102 | $15.2M | 1.07% | 31,400 | SH |
| 14 | APPLIED MATERIAL INC | AMAT | 038222105 | $12.8M | 0.90% | 37,355 | SH |
| 15 | SHOPIFY INC | SHOP | 82509L107 | $11.2M | 0.79% | 94,660 | SH |
| 16 | BLOOM ENERGY CORP | BE | 093712107 | $11.1M | 0.78% | 82,030 | SH |
| 17 | KYVERNA THERAPEUTICS INC | KYTX | 501976104 | $8.5M | 0.60% | 989,054 | SH |
| 18 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $7.1M | 0.50% | 25,475 | SH |
| 19 | AXON ENTERPRISE INC | AXON | 05464C101 | $6.8M | 0.48% | 15,980 | SH |
| 20 | CLOUDFLARE INC | NET | 18915M107 | $6.8M | 0.48% | 32,800 | SH |
| 21 | INTEL CORP | INTC | 458140100 | $5.5M | 0.39% | 125,205 | SH |
| 22 | PALO ALTO NETWORKS | PANW | 697435105 | $5.0M | 0.35% | 31,030 | SH |
| 23 | MACOM TECH SOLUTIONS HLDGS I | MTSI | 55405Y100 | $4.8M | 0.34% | 21,590 | SH |
| 24 | TEXAS INSTRUMENTS | TXN | 882508104 | $4.4M | 0.31% | 22,570 | SH |
| 25 | LUMENTUM HOLDINGS INC | LITE | 55024U109 | $4.2M | 0.29% | 5,970 | SH |
| 26 | ADVANCED MICRO DEVICES | AMD | 007903107 | $3.9M | 0.27% | 19,040 | SH |
| 27 | ROBINHOOD MARKETS | HOOD | 770700102 | $2.9M | 0.20% | 42,035 | SH |
| 28 | MICRON TECHNOLOGY INC | MU | 595112103 | $223.1K | 0.02% | 660 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.42B | 28 | 0000899140-26-000530 |
| 2025-12-31 | 2026-02-17 | $1.34B | 30 | 0000899140-26-000238 |
| 2025-09-30 | 2025-11-14 | $1.62B | 27 | 0000899140-25-001295 |