Holdings of Insight Holdings Group, LLC
25 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 92.5 % of the equity sleeve
Sector breakdown
- Technology 20.4 %
- Communication 10.3 %
- Consumer discretionary 5.9 %
- Industrials 1.3 %
- Utilities 0.5 %
- Financials 0.2 %
- Unattributed 61.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 94.4 %
- TW 5.6 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 24 | 1.3B $ | 94.39 % |
| 2 | TW | 1 | 77.4M $ | 5.61 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Hinge Health Inc | 9,375,164 | 361.5M $ | |
| 2 | EquipmentShare.com Inc | 13,526,731 | 275.5M $ | |
| 3 | Udemy Inc | 38,032,260 | 175.7M $ | |
| 4 | NVIDIA Corp | 669,950 | 116.8M $ | |
| 5 | Alphabet Inc | 287,450 | 82.7M $ | |
| 6 | Amazon.com Inc | 388,375 | 80.9M $ | |
| 7 | Taiwan Semiconductor Manufacturing Co Ltd | 229,115 | 77.4M $ | |
| 8 | Meta Platforms Inc | 104,955 | 60M $ | |
| 9 | Microsoft Corp | 69,275 | 25.6M $ | |
| 10 | STUBHUB HOLDINGS INC | 3,437,380 | 21.4M $ | |
| 11 | Broadcom Inc | 61,760 | 19.1M $ | |
| 12 | Applied Materials Inc | 37,355 | 12.8M $ | |
| 13 | Bloom Energy Corp | 82,030 | 11.1M $ | |
| 14 | Kyverna Therapeutics Inc | 989,054 | 8.5M $ | |
| 15 | Constellation Energy Corp. | 25,475 | 7.1M $ | |
| 16 | Axon Enterprise Inc | 15,980 | 6.8M $ | |
| 17 | Cloudflare Inc | 32,800 | 6.8M $ | |
| 18 | Intel Corp | 125,205 | 5.5M $ | |
| 19 | Palo Alto Networks Inc | 31,030 | 5M $ | |
| 20 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 21,590 | 4.8M $ | |
| 21 | Texas Instruments Inc | 22,570 | 4.4M $ | |
| 22 | Lumentum Holdings Inc | 5,970 | 4.2M $ | |
| 23 | Advanced Micro Devices Inc | 19,040 | 3.9M $ | |
| 24 | Robinhood Markets Inc | 42,035 | 2.9M $ | |
| 25 | Micron Technology Inc | 660 | 223.1K $ |