Institutions / Insight Holdings Group, LLC

Insight Holdings Group, LLC

CIK 1305473 · Institutionalso an insider · as of Mar 31, 2026
Portfolio value
$1.42B
Positions
28
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$1.42B+6.5%
$1.42B$1.38B$1.34BQ4 '25Q1 '26

Positions

28-6.7%
302928Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 28 →
CompanyClassValueShares% of portfolio
Hinge Health, Inc.—$361.51M9,375,16425.4%
EquipmentShare.com Inc—$275.54M13,526,73119.3%
Udemy, Inc.—$175.71M38,032,26012.3%
NVIDIA Corp—$116.84M669,9508.2%
Alphabet Inc.—$82.66M287,4505.8%
Amazon.com Inc—$80.89M388,3755.7%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$77.43M229,1155.4%
Meta Platforms Inc—$60.05M104,9554.2%
Microsoft Corp—$25.64M69,2751.8%
StubHub Holdings, Inc.—$21.45M3,437,3801.5%
Broadcom Inc.—$19.12M61,7601.3%
Real Brokerage Inc—$17.42M6,968,7251.2%
Spotify Technology SA—$15.23M31,4001.1%
Applied Materials Inc /De—$12.77M37,3550.9%
Shopify Inc—$11.23M94,6600.8%
Bloom Energy Corp—$11.11M82,0300.8%
Kyverna Therapeutics, Inc.KYTXCommon Stock$8.54M989,0540.6%
Constellation Energy Corp—$7.11M25,4750.5%
Axon Enterprise Inc—$6.79M15,9800.5%
Cloudflare, Inc.—$6.77M32,8000.5%
Intel Corp—$5.53M125,2050.4%
Palo Alto Networks Inc—$4.97M31,0300.3%
MACOM Technology Solutions Holdings, Inc.—$4.79M21,5900.3%
Texas Instruments Inc—$4.38M22,5700.3%
Lumentum Hldgs Inc—$4.20M5,9700.3%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewEquipmentShare.com Inc
Common stock
$275.54M+13.5M
13,526,731
19.34% of portfolio
high
Q1 2026
as of
TrimMicrosoft Corp
Common stock
$-41.99M-113K
-62.08%
69,275
1.80% of portfolio
medium
Q1 2026
as of
AddMeta Platforms Inc
Common stock
$28.18M+49K
+88.45%
104,955
4.21% of portfolio
medium
Q1 2026
as of
AddNVIDIA Corp
Common stock
$20.98M+120K
+21.89%
669,950
8.20% of portfolio
medium
Q1 2026
as of
ExitApple Inc.
Common stock
$-14.39M-53K
-100.00%
0
medium
Q1 2026
as of
NewApplied Materials Inc /De
Common stock
$12.77M+37K
37,355
0.90% of portfolio
medium
Q1 2026
as of
AddL8681T102
Common stock
$11.58M+24K
+317.55%
31,400
1.07% of portfolio
medium
Q1 2026
as of
NewBloom Energy Corp
Common stock
$11.11M+82K
82,030
0.78% of portfolio
medium
Q1 2026
as of
ExitAppfolio Inc
Common stock
$-10.36M-45K
-100.00%
0
medium
Q1 2026
as of
ExitMongoDB, Inc.
Common stock
$-8.56M-20K
-100.00%
0
medium

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
Jun 29, 2026SellHNGE
Hinge Health, Inc.
Class A Common Stock
$23.50M-280K
-99.88%
349
<0.01% of shares
high
Jun 29, 2026SellHNGE
Hinge Health, Inc.
Class A Common Stock
$19.27M-229K
-99.88%
286
<0.01% of shares
high
Jun 29, 2026SellHNGE
Hinge Health, Inc.
Class A Common Stock
$17.63M-217K
-29.60%
515,657
0.64% of shares
high
Jun 25, 2026SellHNGE
Hinge Health, Inc.
Class A Common Stock
$15.77M-220K
-83.08%
44,867
0.06% of shares
high
Jun 29, 2026SellHNGE
Hinge Health, Inc.
Class A Common Stock
$14.45M-178K
-29.60%
422,845
0.52% of shares
high
Jun 29, 2026SellHNGE
Hinge Health, Inc.
Class A Common Stock
$13.55M-163K
-36.79%
280,020
0.35% of shares
high
Jun 25, 2026SellHNGE
Hinge Health, Inc.
Class A Common Stock
$12.93M-181K
-83.08%
36,791
0.05% of shares
high
Jun 29, 2026SellHNGE
Hinge Health, Inc.
Class A Common Stock
$11.12M-134K
-36.79%
229,620
0.28% of shares
high
Jun 24, 2026SellHNGE
Hinge Health, Inc.
Class A Common Stock
$10.42M-145K
-100.00%
0
0.00% of shares
medium
Jun 24, 2026SellHNGE
Hinge Health, Inc.
Class A Common Stock
$8.56M-121K
-45.39%
145,417
0.18% of shares
medium