Insight Holdings
Latest statistics and disclosures from Insight Holdings Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HNGE, EquipmentShare.com, UDMY, NVDA, GOOGL, and represent 71.05% of Insight Holdings Group's stock portfolio.
- Added to shares of these 10 stocks: EquipmentShare.com (+$276M), META (+$28M), NVDA (+$21M), AMAT (+$13M), SPOT (+$12M), BE (+$11M), SHOP (+$7.8M), AMZN (+$7.2M), AXON (+$6.8M), NET (+$6.8M).
- Started 9 new stock positions in AXON, EquipmentShare.com, BE, MU, NET, MTSI, TXN, LITE, AMAT.
- Reduced shares in these 10 stocks: MSFT (-$42M), AAPL (-$14M), APPF (-$10M), MDB (-$8.6M), APP (-$8.3M), , SNPS (-$7.1M), IOT (-$6.6M), , PANW.
- Sold out of its positions in AAPL, APPF, APP, CLS, MDB, NTSK, IOT, SNPS, TSLA, VRT. V.
- Insight Holdings Group was a net buyer of stock by $289M.
- Insight Holdings Group has $1.4B in assets under management (AUM), dropping by 6.54%.
- Central Index Key (CIK): 0001305473
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Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 28 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hinge Health Cl A (HNGE) | 25.4 | $362M | 9.4M | 38.56 |
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| Equipmentshare Com Cl A | 19.3 | $276M | NEW | 14M | 20.37 |
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| Udemy (UDMY) | 12.3 | $176M | 38M | 4.62 |
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| NVIDIA Corporation (NVDA) | 8.2 | $117M | +21% | 670k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $83M | 288k | 287.56 |
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| Amazon (AMZN) | 5.7 | $81M | +9% | 388k | 208.27 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.4 | $77M | 229k | 337.96 |
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| Meta Platforms Cl A (META) | 4.2 | $60M | +88% | 105k | 572.13 |
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| Microsoft Corporation (MSFT) | 1.8 | $26M | -62% | 69k | 370.17 |
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| Stubhub Hldgs Cl A (STUB) | 1.5 | $21M | 3.4M | 6.24 |
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| Broadcom (AVGO) | 1.3 | $19M | +2% | 62k | 309.51 |
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| The Real Brokerage Com New (REAX) | 1.2 | $17M | 7.0M | 2.50 |
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| Spotify Technology Sa SHS (SPOT) | 1.1 | $15M | +317% | 31k | 484.91 |
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| Applied Materials (AMAT) | 0.9 | $13M | NEW | 37k | 341.79 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.8 | $11M | +231% | 95k | 118.62 |
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| Bloom Energy Corp Com Cl A (BE) | 0.8 | $11M | NEW | 82k | 135.49 |
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| Kyverna Therapeutics (KYTX) | 0.6 | $8.5M | 989k | 8.63 |
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| Constellation Energy (CEG) | 0.5 | $7.1M | +97% | 26k | 279.25 |
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| Axon Enterprise (AXON) | 0.5 | $6.8M | NEW | 16k | 424.69 |
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| Cloudflare Cl A Com (NET) | 0.5 | $6.8M | NEW | 33k | 206.34 |
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| Intel Corporation (INTC) | 0.4 | $5.5M | +19% | 125k | 44.13 |
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| Palo Alto Networks (PANW) | 0.3 | $5.0M | -39% | 31k | 160.32 |
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| M/a (MTSI) | 0.3 | $4.8M | NEW | 22k | 222.07 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $4.4M | NEW | 23k | 194.14 |
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| Lumentum Hldgs (LITE) | 0.3 | $4.2M | NEW | 6.0k | 702.76 |
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| Advanced Micro Devices (AMD) | 0.3 | $3.9M | +14% | 19k | 203.43 |
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| Robinhood Markets Com Cl A (HOOD) | 0.2 | $2.9M | 42k | 69.30 |
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| Micron Technology (MU) | 0.0 | $223k | NEW | 660.00 | 337.99 |
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Past Filings by Insight Holdings Group
SEC 13F filings are viewable for Insight Holdings Group going back to 2012
- Insight Holdings Group 2026 Q1 filed May 15, 2026
- Insight Holdings Group 2025 Q4 filed Feb. 17, 2026
- Insight Holdings Group 2025 Q3 filed Nov. 14, 2025
- Insight Holdings Group 2025 Q2 filed Aug. 14, 2025
- Insight Holdings Group 2025 Q1 filed May 15, 2025
- Insight Holdings Group 2024 Q4 filed Feb. 14, 2025
- Insight Holdings Group 2024 Q3 filed Nov. 14, 2024
- Insight Holdings Group 2024 Q2 filed Aug. 13, 2024
- Insight Holdings Group 2024 Q1 filed May 13, 2024
- Insight Holdings Group 2023 Q4 filed Feb. 12, 2024
- Insight Holdings Group 2023 Q3 filed Nov. 13, 2023
- Insight Holdings Group 2023 Q2 filed Aug. 14, 2023
- Insight Holdings Group 2023 Q1 restated filed May 16, 2023
- Insight Holdings Group 2023 Q1 filed May 12, 2023
- Insight Holdings Group 2022 Q4 filed Feb. 13, 2023
- Insight Holdings Group 2022 Q3 filed Nov. 14, 2022