Institutional Fund
Insight Holdings Group, LLC
New York, NYCIK 13054735 filings on record
Portfolio Value
$1.42B
Q1 2026
Holdings
28
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+6.5%
from $1.34B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Hinge Health Inc25.4%
- Equipmentshare Com Inc19.3%
- Udemy Inc12.3%
- Nvidia Corporation8.2%
- Alphabet Inc5.8%
- Amazon Com Inc5.7%
- Other23.3%
Portfolio Holdings
28 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Hinge Health Inc | 9.38M | $361.51M | 25.4% | 0 | Held |
| 2 | Equipmentshare Com Inc | 13.53M | $275.54M | 19.3% | +13.53M | New |
| 3 | Udemy Inc | 38.03M | $175.71M | 12.3% | 0 | Held |
| 4 | Nvidia Corporation | 670.0K | $116.84M | 8.2% | +120.3K | Added |
| 5 | Alphabet Inc | 287.4K | $82.66M | 5.8% | +3.7K | Added |
| 6 | Amazon Com Inc | 388.4K | $80.89M | 5.7% | +34.7K | Added |
| 7 | Taiwan Semiconductor Mfg Ltd | 229.1K | $77.43M | 5.4% | +3.9K | Added |
| 8 | Meta Platforms Inc | 105.0K | $60.05M | 4.2% | +49.3K | Added |
| 9 | Microsoft Corp | 69.3K | $25.64M | 1.8% | −113.4K | Reduced |
| 10 | Stubhub Hldgs Inc | 3.44M | $21.45M | 1.5% | 0 | Held |
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