Filed: 5/15/2026ACC: 0000899140-26-000530
📋 What this filing means
INSIGHT HOLDINGS GROUP, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $1.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$1.42B
Total AUM (reported)
74.73M
Total Shares
Allocation by class
COM$481.37M33.8%
CL A$443.00M31.1%
COM CL A$289.57M20.3%
CAP STK CL A$82.66M5.8%
SPONSORED ADS$77.43M5.4%
COM NEW$17.42M1.2%
SHS$15.23M1.1%
Portfolio Concentration
Top 3$812.75M57.0%
4–10$464.96M32.6%
11–25$139.95M9.8%
Rest$7.01M0.5%
Top 3 weight
57.0%
Top 10 weight
89.7%
Voting Authority Distribution
Total shares with voting rights: 74.73M
Sole
Full voting authority
74.73M
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
Other28
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
HINGE HEALTH INC
DFNDShares9.38M
TypeSH
Market value$361.51M
25.37%
Sole
9.38M
Shared
0.00
None
0.00
EQUIPMENTSHARE COM INC
DFNDShares13.53M
TypeSH
Market value$275.54M
19.34%
Sole
13.53M
Shared
0.00
None
0.00
UDEMY INC
DFNDShares38.03M
TypeSH
Market value$175.71M
12.33%
Sole
38.03M
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares669.95K
TypeSH
Market value$116.84M
8.20%
Sole
669.95K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares287.45K
TypeSH
Market value$82.66M
5.80%
Sole
287.45K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares388.38K
TypeSH
Market value$80.89M
5.68%
Sole
388.38K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares229.12K
TypeSH
Market value$77.43M
5.44%
Sole
229.12K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares104.95K
TypeSH
Market value$60.05M
4.21%
Sole
104.95K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares69.28K
TypeSH
Market value$25.64M
1.80%
Sole
69.28K
Shared
0.00
None
0.00
STUBHUB HLDGS INC
DFNDShares3.44M
TypeSH
Market value$21.45M
1.51%
Sole
3.44M
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares61.76K
TypeSH
Market value$19.12M
1.34%
Sole
61.76K
Shared
0.00
None
0.00
THE REAL BROKERAGE INC
DFNDShares6.97M
TypeSH
Market value$17.42M
1.22%
Sole
6.97M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY SA
DFNDShares31.40K
TypeSH
Market value$15.23M
1.07%
Sole
31.40K
Shared
0.00
None
0.00
APPLIED MATERIAL INC
DFNDShares37.35K
TypeSH
Market value$12.77M
0.90%
Sole
37.35K
Shared
0.00
None
0.00
SHOPIFY INC
DFNDShares94.66K
TypeSH
Market value$11.23M
0.79%
Sole
94.66K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
DFNDShares82.03K
TypeSH
Market value$11.11M
0.78%
Sole
82.03K
Shared
0.00
None
0.00
KYVERNA THERAPEUTICS INC
DFNDShares989.05K
TypeSH
Market value$8.54M
0.60%
Sole
989.05K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares25.48K
TypeSH
Market value$7.11M
0.50%
Sole
25.48K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
DFNDShares15.98K
TypeSH
Market value$6.79M
0.48%
Sole
15.98K
Shared
0.00
None
0.00
CLOUDFLARE INC
DFNDShares32.80K
TypeSH
Market value$6.77M
0.48%
Sole
32.80K
Shared
0.00
None
0.00
INTEL CORP
DFNDShares125.20K
TypeSH
Market value$5.53M
0.39%
Sole
125.20K
Shared
0.00
None
0.00
PALO ALTO NETWORKS
DFNDShares31.03K
TypeSH
Market value$4.97M
0.35%
Sole
31.03K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
DFNDShares21.59K
TypeSH
Market value$4.79M
0.34%
Sole
21.59K
Shared
0.00
None
0.00
TEXAS INSTRUMENTS
DFNDShares22.57K
TypeSH
Market value$4.38M
0.31%
Sole
22.57K
Shared
0.00
None
0.00
LUMENTUM HOLDINGS INC
DFNDShares5.97K
TypeSH
Market value$4.20M
0.29%
Sole
5.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HINGE HEALTH INCDFND | CL A | 9.38M | SH | $361.51M 25.37% | 9.38M | 0.00 | 0.00 |
EQUIPMENTSHARE COM INCDFND | COM CL A | 13.53M | SH | $275.54M 19.34% | 13.53M | 0.00 | 0.00 |
UDEMY INCDFND | COM | 38.03M | SH | $175.71M 12.33% | 38.03M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 669.95K | SH | $116.84M 8.20% | 669.95K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 287.45K | SH | $82.66M 5.80% | 287.45K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 388.38K | SH | $80.89M 5.68% | 388.38K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 229.12K | SH | $77.43M 5.44% | 229.12K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 104.95K | SH | $60.05M 4.21% | 104.95K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 69.28K | SH | $25.64M 1.80% | 69.28K | 0.00 | 0.00 |
STUBHUB HLDGS INCDFND | CL A | 3.44M | SH | $21.45M 1.51% | 3.44M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 61.76K | SH | $19.12M 1.34% | 61.76K | 0.00 | 0.00 |
THE REAL BROKERAGE INCDFND | COM NEW | 6.97M | SH | $17.42M 1.22% | 6.97M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY SADFND | SHS | 31.40K | SH | $15.23M 1.07% | 31.40K | 0.00 | 0.00 |
APPLIED MATERIAL INCDFND | COM | 37.35K | SH | $12.77M 0.90% | 37.35K | 0.00 | 0.00 |
SHOPIFY INCDFND | CL A SUB VTG SHS | 94.66K | SH | $11.23M 0.79% | 94.66K | 0.00 | 0.00 |
BLOOM ENERGY CORPDFND | COM CL A | 82.03K | SH | $11.11M 0.78% | 82.03K | 0.00 | 0.00 |
KYVERNA THERAPEUTICS INCDFND | COM | 989.05K | SH | $8.54M 0.60% | 989.05K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 25.48K | SH | $7.11M 0.50% | 25.48K | 0.00 | 0.00 |
AXON ENTERPRISE INCDFND | COM | 15.98K | SH | $6.79M 0.48% | 15.98K | 0.00 | 0.00 |
CLOUDFLARE INCDFND | CL A COM | 32.80K | SH | $6.77M 0.48% | 32.80K | 0.00 | 0.00 |
INTEL CORPDFND | COM | 125.20K | SH | $5.53M 0.39% | 125.20K | 0.00 | 0.00 |
PALO ALTO NETWORKSDFND | COM | 31.03K | SH | $4.97M 0.35% | 31.03K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS IDFND | COM | 21.59K | SH | $4.79M 0.34% | 21.59K | 0.00 | 0.00 |
TEXAS INSTRUMENTSDFND | COM | 22.57K | SH | $4.38M 0.31% | 22.57K | 0.00 | 0.00 |
LUMENTUM HOLDINGS INCDFND | COM | 5.97K | SH | $4.20M 0.29% | 5.97K | 0.00 | 0.00 |
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