Insight Holdings Group as of March 31, 2026
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 | |
| Equipmentshare Com Cl A | 19.3 | $276M | 14M | 20.37 | |
| Udemy (UDMY) | 12.3 | $176M | 38M | 4.62 | |
| NVIDIA Corporation (NVDA) | 8.2 | $117M | 670k | 174.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $83M | 288k | 287.56 | |
| Amazon (AMZN) | 5.7 | $81M | 388k | 208.27 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.4 | $77M | 229k | 337.96 | |
| Meta Platforms Cl A (META) | 4.2 | $60M | 105k | 572.13 | |
| Microsoft Corporation (MSFT) | 1.8 | $26M | 69k | 370.17 | |
| Stubhub Hldgs Cl A (STUB) | 1.5 | $21M | 3.4M | 6.24 | |
| Broadcom (AVGO) | 1.3 | $19M | 62k | 309.51 | |
| The Real Brokerage Com New (REAX) | 1.2 | $17M | 7.0M | 2.50 | |
| Spotify Technology Sa SHS (SPOT) | 1.1 | $15M | 31k | 484.91 | |
| Applied Materials (AMAT) | 0.9 | $13M | 37k | 341.79 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.8 | $11M | 95k | 118.62 | |
| Bloom Energy Corp Com Cl A (BE) | 0.8 | $11M | 82k | 135.49 | |
| Kyverna Therapeutics (KYTX) | 0.6 | $8.5M | 989k | 8.63 | |
| Constellation Energy (CEG) | 0.5 | $7.1M | 26k | 279.25 | |
| Axon Enterprise (AXON) | 0.5 | $6.8M | 16k | 424.69 | |
| Cloudflare Cl A Com (NET) | 0.5 | $6.8M | 33k | 206.34 | |
| Intel Corporation (INTC) | 0.4 | $5.5M | 125k | 44.13 | |
| Palo Alto Networks (PANW) | 0.3 | $5.0M | 31k | 160.32 | |
| M/a (MTSI) | 0.3 | $4.8M | 22k | 222.07 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $4.4M | 23k | 194.14 | |
| Lumentum Hldgs (LITE) | 0.3 | $4.2M | 6.0k | 702.76 | |
| Advanced Micro Devices (AMD) | 0.3 | $3.9M | 19k | 203.43 | |
| Robinhood Markets Com Cl A (HOOD) | 0.2 | $2.9M | 42k | 69.30 | |
| Micron Technology (MU) | 0.0 | $223k | 660.00 | 337.99 |
