Filed: 2/17/2026ACC: 0000899140-26-000238
📋 What this filing means
INSIGHT HOLDINGS GROUP, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $1.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$1.34B
Total AUM (reported)
61.34M
Total Shares
Allocation by class
COM$578.12M43.2%
CL A$530.37M39.7%
CAP STK CL A$88.82M6.6%
SPONSORED ADS$68.44M5.1%
COM CL A$37.11M2.8%
COM NEW$25.44M1.9%
CL A SUB VTG SHS$4.59M0.3%
Portfolio Concentration
Top 3$760.47M56.9%
4–10$435.96M32.6%
11–25$124.14M9.3%
Rest$16.68M1.2%
Top 3 weight
56.9%
Top 10 weight
89.5%
Voting Authority Distribution
Total shares with voting rights: 61.34M
Sole
Full voting authority
61.34M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other30
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
HINGE HEALTH INC
DFNDShares9.38M
TypeSH
Market value$435.48M
32.56%
Sole
9.38M
Shared
0.00
None
0.00
UDEMY INC
DFNDShares38.03M
TypeSH
Market value$222.49M
16.64%
Sole
38.03M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares549.64K
TypeSH
Market value$102.51M
7.67%
Sole
549.64K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares283.76K
TypeSH
Market value$88.82M
6.64%
Sole
283.76K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares182.71K
TypeSH
Market value$88.36M
6.61%
Sole
182.71K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares353.67K
TypeSH
Market value$81.63M
6.10%
Sole
353.67K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares225.22K
TypeSH
Market value$68.44M
5.12%
Sole
225.22K
Shared
0.00
None
0.00
STUBHUB HLDGS INC
DFNDShares3.44M
TypeSH
Market value$46.51M
3.48%
Sole
3.44M
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares55.70K
TypeSH
Market value$36.76M
2.75%
Sole
55.70K
Shared
0.00
None
0.00
THE REAL BROKERAGE INC
DFNDShares6.97M
TypeSH
Market value$25.44M
1.90%
Sole
6.97M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares60.01K
TypeSH
Market value$20.77M
1.55%
Sole
60.01K
Shared
0.00
None
0.00
APPLE INC
DFNDShares52.94K
TypeSH
Market value$14.39M
1.08%
Sole
52.94K
Shared
0.00
None
0.00
APPFOLIO INC
DFNDShares44.55K
TypeSH
Market value$10.36M
0.78%
Sole
44.55K
Shared
0.00
None
0.00
PALO ALTO NETWORKS
DFNDShares51.70K
TypeSH
Market value$9.52M
0.71%
Sole
51.70K
Shared
0.00
None
0.00
KYVERNA THERAPEUTICS INC
DFNDShares989.05K
TypeSH
Market value$9.30M
0.70%
Sole
989.05K
Shared
0.00
None
0.00
MONGODB INC
DFNDShares20.39K
TypeSH
Market value$8.56M
0.64%
Sole
20.39K
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares12.26K
TypeSH
Market value$8.26M
0.62%
Sole
12.26K
Shared
0.00
None
0.00
VISA
DFNDShares20.39K
TypeSH
Market value$7.15M
0.53%
Sole
20.39K
Shared
0.00
None
0.00
SYNOPSYS INC
DFNDShares15.17K
TypeSH
Market value$7.13M
0.53%
Sole
15.17K
Shared
0.00
None
0.00
SAMSARA INC
DFNDShares186.64K
TypeSH
Market value$6.62M
0.49%
Sole
186.64K
Shared
0.00
None
0.00
ROBINHOOD MARKETS
DFNDShares41.72K
TypeSH
Market value$4.72M
0.35%
Sole
41.72K
Shared
0.00
None
0.00
SHOPIFY INC
DFNDShares28.53K
TypeSH
Market value$4.59M
0.34%
Sole
28.53K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares12.88K
TypeSH
Market value$4.55M
0.34%
Sole
12.88K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY SA
DFNDShares7.52K
TypeSH
Market value$4.37M
0.33%
Sole
7.52K
Shared
0.00
None
0.00
INTEL CORP
DFNDShares104.55K
TypeSH
Market value$3.86M
0.29%
Sole
104.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HINGE HEALTH INCDFND | CL A | 9.38M | SH | $435.48M 32.56% | 9.38M | 0.00 | 0.00 |
UDEMY INCDFND | COM | 38.03M | SH | $222.49M 16.64% | 38.03M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 549.64K | SH | $102.51M 7.67% | 549.64K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 283.76K | SH | $88.82M 6.64% | 283.76K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 182.71K | SH | $88.36M 6.61% | 182.71K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 353.67K | SH | $81.63M 6.10% | 353.67K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 225.22K | SH | $68.44M 5.12% | 225.22K | 0.00 | 0.00 |
STUBHUB HLDGS INCDFND | CL A | 3.44M | SH | $46.51M 3.48% | 3.44M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 55.70K | SH | $36.76M 2.75% | 55.70K | 0.00 | 0.00 |
THE REAL BROKERAGE INCDFND | COM NEW | 6.97M | SH | $25.44M 1.90% | 6.97M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 60.01K | SH | $20.77M 1.55% | 60.01K | 0.00 | 0.00 |
APPLE INCDFND | COM | 52.94K | SH | $14.39M 1.08% | 52.94K | 0.00 | 0.00 |
APPFOLIO INCDFND | COM CL A | 44.55K | SH | $10.36M 0.78% | 44.55K | 0.00 | 0.00 |
PALO ALTO NETWORKSDFND | COM | 51.70K | SH | $9.52M 0.71% | 51.70K | 0.00 | 0.00 |
KYVERNA THERAPEUTICS INCDFND | COM | 989.05K | SH | $9.30M 0.70% | 989.05K | 0.00 | 0.00 |
MONGODB INCDFND | CL A | 20.39K | SH | $8.56M 0.64% | 20.39K | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 12.26K | SH | $8.26M 0.62% | 12.26K | 0.00 | 0.00 |
VISADFND | COM CL A | 20.39K | SH | $7.15M 0.53% | 20.39K | 0.00 | 0.00 |
SYNOPSYS INCDFND | COM | 15.17K | SH | $7.13M 0.53% | 15.17K | 0.00 | 0.00 |
SAMSARA INCDFND | COM CL A | 186.64K | SH | $6.62M 0.49% | 186.64K | 0.00 | 0.00 |
ROBINHOOD MARKETSDFND | COM CL A | 41.72K | SH | $4.72M 0.35% | 41.72K | 0.00 | 0.00 |
SHOPIFY INCDFND | CL A SUB VTG SHS | 28.53K | SH | $4.59M 0.34% | 28.53K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 12.88K | SH | $4.55M 0.34% | 12.88K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY SADFND | SHS | 7.52K | SH | $4.37M 0.33% | 7.52K | 0.00 | 0.00 |
INTEL CORPDFND | COM | 104.55K | SH | $3.86M 0.29% | 104.55K | 0.00 | 0.00 |
Page 1 of 2