Insight Holdings Group, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EQUIPMENTSHARE COM INC(EQPT) | 0 | 13,526,731 | +13,526,731 | 0 | 275,539,510 | 19.34% | +275,539,510 |
| META PLATFORMS INC(META) | 55,695 | 104,955 | +49,260 | 36,763,713 | 60,047,904 | 4.21% | +23,284,191 |
| NVIDIA CORPORATION(NVDA) | 549,640 | 669,950 | +120,310 | 102,507,860 | 116,839,280 | 8.20% | +14,331,420 |
| APPLIED MATERIAL INC | 0 | 37,355 | +37,355 | 0 | 12,767,565 | 0.90% | +12,767,565 |
| BLOOM ENERGY CORP | 0 | 82,030 | +82,030 | 0 | 11,114,245 | 0.78% | +11,114,245 |
| SPOTIFY TECHNOLOGY SA(SPOT) | 7,520 | 31,400 | +23,880 | 4,366,939 | 15,226,174 | 1.07% | +10,859,235 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 225,225 | 229,115 | +3,890 | 68,443,625 | 77,431,544 | 5.44% | +8,987,919 |
| AXON ENTERPRISE INC(AXON) | 0 | 15,980 | +15,980 | 0 | 6,786,546 | 0.48% | +6,786,546 |
| CLOUDFLARE INC(NET) | 0 | 32,800 | +32,800 | 0 | 6,767,952 | 0.48% | +6,767,952 |
| SHOPIFY INC(SHOP) | 28,530 | 94,660 | +66,130 | 4,592,474 | 11,228,569 | 0.79% | +6,636,095 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 0 | 21,590 | +21,590 | 0 | 4,794,491 | 0.34% | +4,794,491 |
| TEXAS INSTRUMENTS(TXN) | 0 | 22,570 | +22,570 | 0 | 4,381,740 | 0.31% | +4,381,740 |
| LUMENTUM HOLDINGS INC(LITE) | 0 | 5,970 | +5,970 | 0 | 4,195,477 | 0.29% | +4,195,477 |
| CONSTELLATION ENERGY CORP(CEG) | 12,875 | 25,475 | +12,600 | 4,548,351 | 7,113,894 | 0.50% | +2,565,543 |
| INTEL CORP(INTC) | 104,545 | 125,205 | +20,660 | 3,857,711 | 5,525,297 | 0.39% | +1,667,586 |
| ADVANCED MICRO DEVICES(AMD) | 16,585 | 19,040 | +2,455 | 3,551,844 | 3,873,307 | 0.27% | +321,463 |
| MICRON TECHNOLOGY INC(MU) | 0 | 660 | +660 | 0 | 223,073 | 0.02% | +223,073 |
| AMAZON COM INC(AMZN) | 353,670 | 388,375 | +34,705 | 81,634,109 | 80,886,861 | 5.68% | -747,248 |
| KYVERNA THERAPEUTICS INC | 989,054 | 989,054 | 0 | 9,297,108 | 8,535,536 | 0.60% | -761,572 |
| BROADCOM INC(AVGO) | 60,010 | 61,760 | +1,750 | 20,769,461 | 19,115,338 | 1.34% | -1,654,123 |
| ROBINHOOD MARKETS(HOOD) | 41,715 | 42,035 | +320 | 4,717,967 | 2,913,026 | 0.20% | -1,804,941 |
| NETSKOPE(NTSK) | 175,000 | 0 | -175,000 | 3,069,500 | 0 | — | -3,069,500 |
| CELESTICA(CLS) | 10,815 | 0 | -10,815 | 3,197,022 | 0 | — | -3,197,022 |
| VERTIV HOLDINGS CO(VRT) | 19,780 | 0 | -19,780 | 3,204,558 | 0 | — | -3,204,558 |
| TESLA INC(TSLA) | 8,140 | 0 | -8,140 | 3,660,721 | 0 | — | -3,660,721 |
| PALO ALTO NETWORKS(PANW) | 51,705 | 31,030 | -20,675 | 9,524,061 | 4,974,730 | 0.35% | -4,549,331 |
| ALPHABET INC(GOOG) | 283,760 | 287,450 | +3,690 | 88,816,880 | 82,659,122 | 5.80% | -6,157,758 |
| SAMSARA INC(IOT) | 186,640 | 0 | -186,640 | 6,616,388 | 0 | — | -6,616,388 |
| SYNOPSYS INC(SNPS) | 15,170 | 0 | -15,170 | 7,125,652 | 0 | — | -7,125,652 |
| VISA(V) | 20,395 | 0 | -20,395 | 7,152,730 | 0 | — | -7,152,730 |
| THE REAL BROKERAGE INC | 6,968,725 | 6,968,725 | 0 | 25,435,846 | 17,421,813 | 1.22% | -8,014,033 |
| APPLOVIN CORP(APP) | 12,260 | 0 | -12,260 | 8,261,033 | 0 | — | -8,261,033 |
| MONGODB INC(MDB) | 20,390 | 0 | -20,390 | 8,557,479 | 0 | — | -8,557,479 |
| APPFOLIO INC(APPF) | 44,550 | 0 | -44,550 | 10,364,558 | 0 | — | -10,364,558 |
| APPLE INC(AAPL) | 52,940 | 0 | -52,940 | 14,392,268 | 0 | — | -14,392,268 |
| STUBHUB HLDGS INC(STUB) | 3,437,380 | 3,437,380 | 0 | 46,507,751 | 21,449,251 | 1.51% | -25,058,500 |
| UDEMY INC | 38,032,260 | 38,032,260 | 0 | 222,488,721 | 175,709,041 | 12.33% | -46,779,680 |
| MICROSOFT CORP(MSFT) | 182,705 | 69,275 | -113,430 | 88,359,792 | 25,643,527 | 1.80% | -62,716,265 |
| HINGE HEALTH INC(HNGE) | 9,375,164 | 9,375,164 | 0 | 435,476,368 | 361,506,324 | 25.37% | -73,970,044 |