Insight Holdings Group, LLC
Top Portfolio Positions
28 positions ·
$1,424,668,898 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HNGE |
Hinge Health, Inc.
Healthcare
|
9,375,164 | $361,506,323 | 25.37% | |
| EQPT |
EquipmentShare.com Inc
Industrials
|
13,526,731 | $275,539,510 | 19.34% | |
| UDMY |
Udemy, Inc.
Consumer Defensive
|
38,032,260 | $175,709,041 | 12.33% | |
| NVDA |
Nvidia Corp
Technology
|
669,950 | $116,839,280 | 8.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
287,450 | $82,659,122 | 5.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
388,375 | $80,886,861 | 5.68% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
229,115 | $77,429,414 | 5.43% | |
| META |
Meta Platforms, Inc.
Communication Services
|
104,955 | $60,047,904 | 4.21% | |
| MSFT |
Microsoft Corp
Technology
|
69,275 | $25,643,526 | 1.80% | |
| STUB |
StubHub Holdings, Inc.
Communication Services
|
3,437,380 | $21,449,251 | 1.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EQPT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,539,510 | 13,526,731 | Shares | Defined | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||