§ 13F · FUND PROFILE
Insight Holdings Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 27Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$327M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HNGE | HINGE HEALTH INC | 9.38M | $362M | 25.4% | ±0% |
| 2 | EQPT | EQUIPMENTSHARE COM INC | 13.53M | $276M | 19.3% | NEW |
| 3 | UDMY | UDEMY INC | 38.03M | $176M | 12.3% | ±0% |
| 4 | NVDA | NVIDIA CORPORATION | 670K | $117M | 8.2% | +22% |
| 5 | GOOGL | ALPHABET INC | 287K | $83M | 5.8% | +1% |
| 6 | AMZN | AMAZON COM INC | 388K | $81M | 5.7% | +10% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 229K | $77M | 5.4% | +2% |
| 8 | META | META PLATFORMS INC | 105K | $60M | 4.2% | +88% |
| 9 | MSFT | MICROSOFT CORP | 69K | $26M | 1.8% | −62% |
| 10 | STUB | STUBHUB HLDGS INC | 3.44M | $21M | 1.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INSIGHT SIGNAL
AC read
Insight Holdings Group, LLC is a Other fund managing $1.6 billion in assets. The fund runs a focused portfolio of just 27 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed