FBInvestor
Funds / Insight Holdings Group, LLC
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

Upgrade

Top 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

#SecuritySharesValue% Port.Δ SharesActivity
1Hinge Health Inc9.38M$361.51M25.4%0Held
2Equipmentshare Com Inc13.53M$275.54M19.3%+13.53MNew
3Udemy Inc38.03M$175.71M12.3%0Held
4Nvidia Corporation670.0K$116.84M8.2%+120.3KAdded
5Alphabet Inc287.4K$82.66M5.8%+3.7KAdded
6Amazon Com Inc388.4K$80.89M5.7%+34.7KAdded
7Taiwan Semiconductor Mfg Ltd229.1K$77.43M5.4%+3.9KAdded
8Meta Platforms Inc105.0K$60.05M4.2%+49.3KAdded
9Microsoft Corp69.3K$25.64M1.8%113.4KReduced
10Stubhub Hldgs Inc3.44M$21.45M1.5%0Held

18 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio