Insight Holdings Group, Llc Portfolio Stock Holdings
Insight Holdings Group, Llc disclosed 28 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include HINGE HEALTH INC, UDEMY INC, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 28
- Portfolio Value
- $1.4B
Holdings by Sector
Insight Holdings Group, Llc Portfolio Holdings in Q1 2026
26 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HINGE HEALTH INC | 433313103 | Other | 25.37% | 9,375,164 | - | - | $361,506,324 |
| UDEMY INC | UDMY | Consumer Defensive | 12.33% | 38,032,260 | - | - | $175,709,041 |
| NVIDIA CORPORATION | NVDA | Technology | 8.20% | 669,950 | +120,310 | +21.89% | $116,839,280 |
| ALPHABET INC | GOOGL | Communication Services | 5.80% | 287,450 | +3,690 | +1.30% | $82,659,122 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.68% | 388,375 | +34,705 | +9.81% | $80,886,861 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 5.44% | 229,115 | +3,890 | +1.73% | $77,431,544 |
| META PLATFORMS INC | META | Communication Services | 4.21% | 104,955 | +49,260 | +88.45% | $60,047,904 |
| MICROSOFT CORP | MSFT | Technology | 1.80% | 69,275 | -113,430 | -62.08% | $25,643,527 |
| BROADCOM INC | AVGO | Technology | 1.34% | 61,760 | +1,750 | +2.92% | $19,115,338 |
| THE REAL BROKERAGE INC | REAX | Real Estate | 1.22% | 6,968,725 | - | - | $17,421,813 |
| SPOTIFY TECHNOLOGY SA | SPOT | Other | 1.07% | 31,400 | +23,880 | +317.55% | $15,226,174 |
| APPLIED MATERIAL INC | AMAT | Technology | 0.90% | 37,355 | +37,355 | +100.00% | $12,767,565 |
| SHOPIFY INC | SHOP | Technology | 0.79% | 94,660 | +66,130 | +231.79% | $11,228,569 |
| BLOOM ENERGY CORP | BE | Industrials | 0.78% | 82,030 | +82,030 | +100.00% | $11,114,245 |
| KYVERNA THERAPEUTICS INC | KYTX | Healthcare | 0.60% | 989,054 | - | - | $8,535,536 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.50% | 25,475 | +12,600 | +97.86% | $7,113,894 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.48% | 15,980 | +15,980 | +100.00% | $6,786,546 |
| CLOUDFLARE INC | NET | Technology | 0.48% | 32,800 | +32,800 | +100.00% | $6,767,952 |
| INTEL CORP | INTC | Technology | 0.39% | 125,205 | +20,660 | +19.76% | $5,525,297 |
| PALO ALTO NETWORKS | PANW | Technology | 0.35% | 31,030 | -20,675 | -39.99% | $4,974,730 |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | Technology | 0.34% | 21,590 | +21,590 | +100.00% | $4,794,491 |
| TEXAS INSTRUMENTS | TXN | Technology | 0.31% | 22,570 | +22,570 | +100.00% | $4,381,740 |
| LUMENTUM HOLDINGS INC | LITE | Technology | 0.29% | 5,970 | +5,970 | +100.00% | $4,195,477 |
| ADVANCED MICRO DEVICES | AMD | Technology | 0.27% | 19,040 | +2,455 | +14.80% | $3,873,307 |
| ROBINHOOD MARKETS | HOOD | Financial Services | 0.20% | 42,035 | +320 | +0.77% | $2,913,026 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.02% | 660 | +660 | +100.00% | $223,073 |