EdgeMarket › What Insight Holdings Group, Llc reported owning
What Insight Holdings Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
28Quarter
2026-03-31Shown below
28largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| HNGE Hinge Health, Inc. | 361.5M | 25.4% | 9.4M | 88.42 | +54.5% |
| EQPT EquipmentShare.com Inc | 275.5M | 19.3% | 13.5M | 18.51 | — |
| unmapped CUSIP 902685106 | 175.7M | 12.3% | 38.0M | — | — |
| NVDA NVIDIA CORP | 116.8M | 8.2% | 670.0K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 82.7M | 5.8% | 287.4K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 80.9M | 5.7% | 388.4K | 258.63 | +15.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 77.4M | 5.4% | 229.1K | 418.95 | +83.3% |
| META Meta Platforms, Inc. | 60.0M | 4.2% | 105.0K | 549.90 | -26.5% |
| MSFT MICROSOFT CORP | 25.6M | 1.8% | 69.3K | 483.24 | -4.4% |
| STUB StubHub Holdings, Inc. | 21.4M | 1.5% | 3.4M | 6.68 | — |
| AVGO Broadcom Inc. | 19.1M | 1.3% | 61.8K | 368.45 | +26.5% |
| REAX Real Brokerage Inc | 17.4M | 1.2% | 7.0M | 2.64 | -39.6% |
| SPOT Spotify Technology S.A. | 15.2M | 1.1% | 31.4K | 533.72 | -24.2% |
| AMAT APPLIED MATERIALS INC /DE | 12.8M | 0.9% | 37.4K | 492.32 | +205.9% |
| SHOP SHOPIFY INC. | 11.2M | 0.8% | 94.7K | 149.25 | +8.7% |
| BE Bloom Energy Corp | 11.1M | 0.8% | 82.0K | 201.45 | +352.6% |
| KYTX Kyverna Therapeutics, Inc. | 8.5M | 0.6% | 989.1K | 8.42 | +145.5% |
| CEG Constellation Energy Corp | 7.1M | 0.5% | 25.5K | 272.88 | -13.2% |
| AXON AXON ENTERPRISE, INC. | 6.8M | 0.5% | 16.0K | 627.75 | -17.5% |
| NET Cloudflare, Inc. | 6.8M | 0.5% | 32.8K | 293.14 | +51.7% |
| INTC INTEL CORP | 5.5M | 0.4% | 125.2K | 90.07 | +282.6% |
| PANW Palo Alto Networks Inc | 5.0M | 0.3% | 31.0K | 357.87 | +94.0% |
| MTSI MACOM Technology Solutions Holdings, Inc. | 4.8M | 0.3% | 21.6K | 266.61 | +120.1% |
| TXN TEXAS INSTRUMENTS INC | 4.4M | 0.3% | 22.6K | 264.36 | +31.7% |
| LITE Lumentum Holdings Inc. | 4.2M | 0.3% | 6.0K | 866.71 | +647.9% |
| AMD ADVANCED MICRO DEVICES INC | 3.9M | 0.3% | 19.0K | 473.25 | +186.5% |
| HOOD Robinhood Markets, Inc. | 2.9M | 0.2% | 42.0K | 108.13 | +2.6% |
| MU MICRON TECHNOLOGY INC | 223.1K | 0.0% | 660 | 966.78 | +724.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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