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Insight Holdings Group Llc

Portfolio Manager
Insight Holdings Group LLC
Performance
-15.44% (2026 Q1)
AUM (13F)
$1.42B
# of Holdings
28
Performance Rank
Allocation (Top 20)
97.84%

Insight Holdings Group Llc Holdings Map

Top 28 Insight Holdings Group Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
HNGE
HINGE HEALTH INC
25.37%9.38M$361.5M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 11.03M shares2025-Q3: 11.03M shares2025-Q4: 9.38M shares2026-Q1: 9.38M shares
$51.75(+5.31%)
2026-03-31
EQPT
EQUIPMENTSHARE COM INC
19.34%13.53M$275.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 13.53M shares
$20.37(+19.24%)
2026-03-31
UDMY
UDEMY INC
12.33%38.03M$175.7M
+0.00%(+0)
2025-Q1: 38.03M shares2025-Q2: 38.03M shares2025-Q3: 38.03M shares2025-Q4: 38.03M shares2026-Q1: 38.03M shares
$19.54(-76.31%)
2026-03-31
NVDA
NVIDIA CORPORATION
8.2%670.0K$116.8M
+21.89%(+120.31K)
2025-Q1: 511.4K shares2025-Q2: 511.4K shares2025-Q3: 466.2K shares2025-Q4: 549.6K shares2026-Q1: 670.0K shares
$95.66(+135.55%)
2026-03-31
GOOGL
ALPHABET INC
5.8%287.4K$82.7M
+1.30%(+3.69K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 86.9K shares2025-Q4: 283.8K shares2026-Q1: 287.4K shares
$236.41(+67.84%)
2026-03-31
AMZN
AMAZON COM INC
5.68%388.4K$80.9M
+9.81%(+34.70K)
2025-Q1: 393.3K shares2025-Q2: 450.4K shares2025-Q3: 358.7K shares2025-Q4: 353.7K shares2026-Q1: 388.4K shares
$137.93(+91.51%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MFG LTD
5.44%229.1K$77.4M
+1.73%(+3.89K)
2025-Q1: 216.3K shares2025-Q2: 246.9K shares2025-Q3: 213.0K shares2025-Q4: 225.2K shares2026-Q1: 229.1K shares
$137.30(+194.51%)
2026-03-31
META
META PLATFORMS INC
4.21%105.0K$60.0M
+88.45%(+49.26K)
2025-Q1: 100.9K shares2025-Q2: 84.9K shares2025-Q3: 84.9K shares2025-Q4: 55.7K shares2026-Q1: 105.0K shares
$427.79(+43.58%)
2026-03-31
MSFT
MICROSOFT CORP
1.8%69.3K$25.6M
-62.08%(-113.43K)
2025-Q1: 225.7K shares2025-Q2: 228.4K shares2025-Q3: 217.4K shares2025-Q4: 182.7K shares2026-Q1: 69.3K shares
$346.44(+21.79%)
2026-03-31
STUB
STUBHUB HLDGS INC
1.51%3.44M$21.4M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 3.44M shares2025-Q4: 3.44M shares2026-Q1: 3.44M shares
$16.84(-47.62%)
2026-03-31

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