Insight Holdings Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Insight Holdings Group, LLC reported 28 stock positions worth $1.4 billion. Its top holding was Hinge Health Class A (HNGE) at 25.4% of the portfolio, followed by Equipmentshare.com Class A (EQPT, 19.3%) and Udemy (UDMY, 12.3%). Compared with Q4 2025, it opened 9 new positions, sold out of 11, added to 12 and reduced 2. The biggest buy was a new position in Equipmentshare.com Class A (EQPT) and the biggest sale Microsoft (MSFT, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001305473
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0000899140-26-000530 ↗ filed May 15, 2026
Holdings Value
Holdings 28 stocks · $1.4B
| HNGE Hinge Health Inc. Class A | 25.37% | 9,375,164 | $361.5M | No change |
| EQPT Equipmentshare.com Inc. Class A | 19.34% | 13,526,731 | $275.5M | New |
| UDMY Udemy Inc. | 12.33% | 38,032,260 | $175.7M | No change |
| NVDA Nvidia Corp. | 8.20% | 669,950 | $116.8M | Add +21.9% |
| GOOGL Alphabet Inc. Class A | 5.80% | 287,450 | $82.7M | Add +1.3% |
| AMZN Amazon.com Inc. | 5.68% | 388,375 | $80.9M | Add +9.8% |
| TSM Taiwan Semiconductor-SP ADR | 5.43% | 229,115 | $77.4M | Add +1.7% |
| META Meta Platforms Inc. Class A | 4.21% | 104,955 | $60.0M | Add +88.5% |
| MSFT Microsoft Corp. | 1.80% | 69,275 | $25.6M | Reduce -62.1% |
| STUB Stubhub Holdings Inc. Class A | 1.51% | 3,437,380 | $21.4M | No change |
| AVGO Broadcom Inc. | 1.34% | 61,760 | $19.1M | Add +2.9% |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 1.22% | 6,968,725 | $17.4M | No change |
| SPOT Spotify Technology SA | 1.07% | 31,400 | $15.2M | Add +317.6% |
| AMAT Applied Materials Inc. | 0.90% | 37,355 | $12.8M | New |
| SHOP Shopify Inc. Class A | 0.79% | 94,660 | $11.2M | Add +231.8% |
| BE Bloom Energy Corp. Class A | 0.78% | 82,030 | $11.1M | New |
| KYTX Kyverna Therapeutics Inc. | 0.60% | 989,054 | $8.5M | No change |
| CEG Constellation Energy | 0.50% | 25,475 | $7.1M | Add +97.9% |
| AXON Axon Enterprise Inc. | 0.48% | 15,980 | $6.8M | New |
| NET Cloudflare Inc. Class A | 0.48% | 32,800 | $6.8M | New |
| INTC Intel Corp. | 0.39% | 125,205 | $5.5M | Add +19.8% |
| PANW Palo Alto Networks Inc. | 0.35% | 31,030 | $5.0M | Reduce -40.0% |
| MTSI Macom Technology Solutions H | 0.34% | 21,590 | $4.8M | New |
| TXN Texas Instruments Inc. | 0.31% | 22,570 | $4.4M | New |
| LITE Lumentum Holdings Inc. | 0.29% | 5,970 | $4.2M | New |
| AMD Advanced Micro Devices | 0.27% | 19,040 | $3.9M | Add +14.8% |
| HOOD Robinhood Markets Inc. Class A | 0.20% | 42,035 | $2.9M | Add +0.8% |
| MU Micron Technology Inc. | 0.02% | 660 | $223K | New |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -62.1% | 1.80% | −4.81 |
| AAPL Apple Inc. | Sold out | 0.00% | −1.08 |
| APPF Appfolio Inc. Class A | Sold out | 0.00% | −0.78 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.64 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.62 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.53 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.53 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.49 |
| PANW Palo Alto Networks Inc. | Reduce -40.0% | 0.35% | −0.36 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.27 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.24 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.24 |
| NTSK Netskope Inc. Class A | Sold out | 0.00% | −0.23 |
Portfolio Buys Q4 2025 → Q1 2026
| EQPT Equipmentshare.com Inc. Class A | New | 19.34% | +19.34 |
| META Meta Platforms Inc. Class A | Add +88.5% | 4.21% | +1.47 |
| AMAT Applied Materials Inc. | New | 0.90% | +0.90 |
| BE Bloom Energy Corp. Class A | New | 0.78% | +0.78 |
| SPOT Spotify Technology SA | Add +317.6% | 1.07% | +0.74 |
| NVDA Nvidia Corp. | Add +21.9% | 8.20% | +0.54 |
| AXON Axon Enterprise Inc. | New | 0.48% | +0.48 |
| NET Cloudflare Inc. Class A | New | 0.48% | +0.48 |
| SHOP Shopify Inc. Class A | Add +231.8% | 0.79% | +0.44 |
| MTSI Macom Technology Solutions H | New | 0.34% | +0.34 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.7% | 5.43% | +0.32 |
| TXN Texas Instruments Inc. | New | 0.31% | +0.31 |
| LITE Lumentum Holdings Inc. | New | 0.29% | +0.29 |
| CEG Constellation Energy | Add +97.9% | 0.50% | +0.16 |
| INTC Intel Corp. | Add +19.8% | 0.39% | +0.10 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| AMD Advanced Micro Devices | Add +14.8% | 0.27% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | Add +0.8% | 0.20% | −0.15 |
| AVGO Broadcom Inc. | Add +2.9% | 1.34% | −0.21 |
| AMZN Amazon.com Inc. | Add +9.8% | 5.68% | −0.43 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 5.80% | −0.84 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $1.3B | EQPT, HAWK, NVDA, TSM, AMZN |
| Q1 2026 | 28 | $1.4B | HNGE, EQPT, UDMY, NVDA, GOOGL |
| Q4 2025 | 30 | $1.3B | HNGE, UDMY, NVDA, GOOGL, MSFT |
| Q3 2025 | 27 | $1.6B | HNGE, UDMY, S, MSFT, NVDA |
| Q2 2025 | 28 | $2.4B | HNGE, CRWV, UDMY, S, ETWO |
| Q1 2025 | 25 | $1.3B | UDMY, S, REAL BROKERAGE INC/THE, NCNO, ETWO |
| Q4 2024 | 28 | $1.5B | UDMY, S, REAL BROKERAGE INC/THE, NCNO, ETWO |
| Q3 2024 | 29 | $2.3B | S, NCNO, UDMY, ETWO, REAL BROKERAGE INC/THE |
| Q2 2024 | 30 | $2.9B | NCNO, S, WKME, UDMY, ETWO |
| Q1 2024 | 31 | $3.6B | NCNO, S, UDMY, ETWO, WKME |