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The Analysis of Insight Holdings Group, LLC's Holdings & P&L

Currently, Insight Holdings Group, LLC holds 29 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in N/A (+13.5M shares, valued at $275.5M), COUR (+30.4M shares, valued at $160.6M), META (+49.3K shares, valued at $28.2M); decreased their positions in MSFT (-113.4K shares, valued at $42.0M), PANW (-20.7K shares, valued at $3.3M); initiated new positions in N/A (+13.5M shares, valued at $275.5M), COUR (+30.4M shares, valued at $160.6M), AMAT (+37.4K shares, valued at $12.8M).

1M P&L

+131.0M+11.55%

3M P&L

+173.4M+15.88%

HY P&L

+42.3M+3.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Health Information Services435.5M

31.4%

2Education & Training Services383.1M

27.7%

3Semiconductors178.4M

12.9%

Top Industries by Stock Count

1Software - Infrastructure6 stocks

21.4%

2Semiconductors4 stocks

14.3%

3Software - Application3 stocks

10.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

HNGE HINGE HEALTH INC9.4M shares0.00%2026-03-312026-05-15

EQUIPMENTSHARE COM INC EQUIPMENTSHARE COM INC13.5M sharesnew addition2026-03-312026-05-15

UDMY UDEMY INC38.0M shares0.00%2026-03-312026-05-15

COUR 30.4M sharesnew addition2026-05-112026-05-15

NVDA NVIDIA CORPORATION670.0K shares21.89%2026-03-312026-05-15

ALPHABET INC ALPHABET INC287.4K shares1.30%2026-03-312026-05-15

AMZN AMAZON COM INC388.4K shares9.81%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MFG LTD229.1K shares1.73%2026-03-312026-05-15

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META META PLATFORMS INC105.0K shares88.45%2026-03-312026-05-15

MSFT MICROSOFT CORP69.3K shares-62.08%2026-03-312026-05-15

STUB STUBHUB HLDGS INC3.4M shares0.00%2026-03-312026-05-15

BROADCOM INC BROADCOM INC61.8K shares2.92%2026-03-312026-05-15

REAX THE REAL BROKERAGE INC7.0M shares0.00%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY SA31.4K shares317.55%2026-03-312026-05-15

AMAT APPLIED MATERIAL INC37.4K sharesnew addition2026-03-312026-05-15

SHOP SHOPIFY INC94.7K shares231.79%2026-03-312026-05-15

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BE BLOOM ENERGY CORP82.0K sharesnew addition2026-03-312026-05-15

KYTX KYVERNA THERAPEUTICS INC989.1K shares0.00%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP25.5K shares97.86%2026-03-312026-05-15

AXON AXON ENTERPRISE INC16.0K sharesnew addition2026-03-312026-05-15

NET CLOUDFLARE INC32.8K sharesnew addition2026-03-312026-05-15

INTC INTEL CORP125.2K shares19.76%2026-03-312026-05-15

PANW PALO ALTO NETWORKS31.0K shares-39.99%2026-03-312026-05-15

MTSI MACOM TECH SOLUTIONS HLDGS I21.6K sharesnew addition2026-03-312026-05-15

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TXN TEXAS INSTRUMENTS22.6K sharesnew addition2026-03-312026-05-15

LITE LUMENTUM HOLDINGS INC6.0K sharesnew addition2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES19.0K shares14.80%2026-03-312026-05-15

HOOD ROBINHOOD MARKETS42.0K shares0.77%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC660 sharesnew addition2026-03-312026-05-15

HNGE

HINGE HEALTH INC

0.00%

Shares9.4M

Event2026-03-31

Filed2026-05-15

EQUIPMENTSHARE COM INC

New

Shares13.5M

Event2026-03-31

Filed2026-05-15

UDMY

UDEMY INC

0.00%

Shares38.0M

Event2026-03-31

Filed2026-05-15

COUR

New

Shares30.4M

Event2026-05-11

Filed2026-05-15

NVDA

NVIDIA CORPORATION

21.89%

Shares670.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

1.30%

Shares287.4K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

9.81%

Shares388.4K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MFG LTD

1.73%

Shares229.1K

Event2026-03-31

Filed2026-05-15