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13F-HR filed by Insight Holdings Group, LLC

Insight Holdings Group, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 28 holding rows worth $1,424,671,137.

Accession
0000899140-26-000530
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 28 entries on the cover page, a total value of $1,424,671,137 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,424,671,137 with VALUE read as dollars as filed, 13F file number 028-12516. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
HINGE HEALTH INC A433313103COMMON STOCK9,375,164$361,506,324dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
EQUIPMENTSHARE.COM INC A29445S100COMMON STOCK13,526,731$275,539,510dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
UDEMY INC COM902685106Stock38,032,260$175,709,041dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
NVIDIA Corp67066G104COM669,950$116,839,280dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Alphabet Inc. Reg. Shares A02079K305COM287,450$82,659,122dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Amazon.com, Inc023135106COM388,375$80,886,861dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS229,115$77,431,544dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
META PLATFORMS INC CL A30303M102COM104,955$60,047,904dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Microsoft Corp594918104COM69,275$25,643,527dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
STUBHUB HOLDINGS INC CLASS A86384P109COMMON STOCK3,437,380$21,449,251dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Broadcom Inc.11135F101COM61,760$19,115,338dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
THE REAL BROKERAGE INC75585H206COM NEW6,968,725$17,421,813dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
SPOTIFYTECHNOLOGYSAFL8681T102STOK31,400$15,226,174dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Applied Materials,Inc.038222105COM37,355$12,767,565dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
SHOPIFY INC82509L107CL A SUB VTG SHS94,660$11,228,569dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
BLOOM ENERGY CORP093712107COM82,030$11,114,245dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
KYVERNA THERAPEUTICS INC501976104COMMON STOCK989,054$8,535,536dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
CONSTELLATION ENERGY CORP COM21037T109Stock25,475$7,113,894dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
AXONENTERPRISEINC05464C101STOK15,980$6,786,546dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
CLOUDFLARE INC CL A COM18915M107Stock32,800$6,767,952dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Intel Corp458140100COM125,205$5,525,297dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
PALO ALTO NETWORKS INC697435105COM31,030$4,974,730dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock21,590$4,794,491dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Texas Instruments Incorporated882508104COM22,570$4,381,740dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
LUMENTUM HLDGS INC COM55024U109Stock5,970$4,195,477dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Advanced Micro Devices,Inc.007903107COM19,040$3,873,307dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
ROBINHOOD MKTS INC770700102COM42,035$2,913,026dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Micron Technology,Inc.595112103COM660$223,073dollars as filedThe filing omitted confidential holdings, a later amendment may add them.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000899140-26-000530this filing2026-05-15acceptance time not in the bulk data set