Insight Holdings Group, LLC Diversified Active

Location: New York, NY

CIK: 0001305473 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $1.425B (100.0% shares, 0.0% debt)

Holdings (28)

HNGE HINGE HEALTH INC 25.4%

Value $362M Shares 9,375,164 Share Price $38.56 * Est. Cost/Share $40.42 Unrealized @ Report Date +0.4%

EQPT EQUIPMENTSHARE COM INC 19.3%

Value $276M Shares 13,526,731 Share Price $20.37 Est. Cost/Share $20.37 Unrealized @ Report Date —

UDMY UDEMY INC 12.3%

Value $176M Shares 38,032,260 Share Price $4.62 * Est. Cost/Share $23.94 Unrealized @ Report Date -79.0%

NVDA NVIDIA CORPORATION 8.2%

Value $117M Shares 669,950 Share Price $174.40 * Est. Cost/Share $126.66 Unrealized @ Report Date +47.4%

GOOGL ALPHABET INC 5.8%

Value $82.66M Shares 287,450 Share Price $287.56 * Est. Cost/Share $262.98 Unrealized @ Report Date +22.9%

AMZN AMAZON COM INC 5.7%

Value $80.89M Shares 388,375 Share Price $208.27 * Est. Cost/Share $139.30 Unrealized @ Report Date +62.8%

TSM TAIWAN SEMICONDUCTOR MFG LTD 5.4%

Value $77.43M Shares 229,115 Share Price $337.96 Est. Cost/Share $150.77 Unrealized @ Report Date —

META META PLATFORMS INC 4.2%

Value $60.05M Shares 104,955 Share Price $572.13 * Est. Cost/Share $446.90 Unrealized @ Report Date +46.7%

MSFT MICROSOFT CORP 1.8%

Value $25.64M Shares 69,275 Share Price $370.17 * Est. Cost/Share $346.92 Unrealized @ Report Date +25.3%

STUB STUBHUB HLDGS INC 1.5%

Value $21.45M Shares 3,437,380 Share Price $6.24 * Est. Cost/Share $18.34 Unrealized @ Report Date -34.3%

AVGO BROADCOM INC 1.3%

Value $19.12M Shares 61,760 Share Price $309.51 * Est. Cost/Share $215.13 Unrealized @ Report Date +55.3%

REAX THE REAL BROKERAGE INC 1.2%

Value $17.42M Shares 6,968,725 Share Price $2.50 * Est. Cost/Share $2.85 Unrealized @ Report Date +17.5%

SPOT SPOTIFY TECHNOLOGY SA 1.1%

Value $15.23M Shares 31,400 Share Price $484.91 * Est. Cost/Share $457.93 Unrealized @ Report Date +8.6%

AMAT APPLIED MATERIAL INC 0.9%

Value $12.77M Shares 37,355 Share Price $341.79 * Est. Cost/Share $326.57 Unrealized @ Report Date 0.0%

SHOP SHOPIFY INC 0.8%

Value $11.23M Shares 94,660 Share Price $118.62 * Est. Cost/Share $143.72 Unrealized @ Report Date -5.1%

BE BLOOM ENERGY CORP 0.8%

Value $11.11M Shares 82,030 Share Price $135.49 * Est. Cost/Share $144.65 Unrealized @ Report Date 0.0%

KYTX KYVERNA THERAPEUTICS INC 0.6%

Value $8.536M Shares 989,054 Share Price $8.63 * Est. Cost/Share $25.92 Unrealized @ Report Date -68.0%

CEG CONSTELLATION ENERGY CORP 0.5%

Value $7.114M Shares 25,475 Share Price $279.25 * Est. Cost/Share $332.51 Unrealized @ Report Date -9.4%

AXON AXON ENTERPRISE INC 0.5%

Value $6.787M Shares 15,980 Share Price $424.69 * Est. Cost/Share $526.80 Unrealized @ Report Date 0.0%

NET CLOUDFLARE INC 0.5%

Value $6.768M Shares 32,800 Share Price $206.34 * Est. Cost/Share $182.40 Unrealized @ Report Date 0.0%

INTC INTEL CORP 0.4%

Value $5.525M Shares 125,205 Share Price $44.13 * Est. Cost/Share $39.19 Unrealized @ Report Date +18.5%

PANW PALO ALTO NETWORKS 0.3%

Value $4.975M Shares 31,030 Share Price $160.32 * Est. Cost/Share $196.56 Unrealized @ Report Date -12.4%

MTSI MACOM TECH SOLUTIONS HLDGS I 0.3%

Value $4.794M Shares 21,590 Share Price $222.07 Est. Cost/Share $221.00 Unrealized @ Report Date 0.0%

TXN TEXAS INSTRUMENTS 0.3%

Value $4.382M Shares 22,570 Share Price $194.14 * Est. Cost/Share $206.27 Unrealized @ Report Date 0.0%

LITE LUMENTUM HOLDINGS INC 0.3%

Value $4.195M Shares 5,970 Share Price $702.76 * Est. Cost/Share $467.14 Unrealized @ Report Date 0.0%

AMD ADVANCED MICRO DEVICES 0.3%

Value $3.873M Shares 19,040 Share Price $203.43 * Est. Cost/Share $224.22 Unrealized @ Report Date -1.1%

HOOD ROBINHOOD MARKETS 0.2%

Value $2.913M Shares 42,035 Share Price $69.30 * Est. Cost/Share $61.25 Unrealized @ Report Date +56.3%

MU MICRON TECHNOLOGY INC 0.0%

Value $223K Shares 660 Share Price $337.99 * Est. Cost/Share $387.04 Unrealized @ Report Date 0.0%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
HNGE	HINGE HEALTH INC	9,375,164	$362M	25.4%	$38.56 *	$40.42	+0.4%	CL A	433313103
EQPT	EQUIPMENTSHARE COM INC	13,526,731	$276M	19.3%	$20.37	$20.37	—	COM CL A	29445S100
UDMY	UDEMY INC	38,032,260	$176M	12.3%	$4.62 *	$23.94	-79.0%	COM	902685106
NVDA	NVIDIA CORPORATION	669,950	$117M	8.2%	$174.40 *	$126.66	+47.4%	COM	67066G104
GOOGL	ALPHABET INC	287,450	$82.66M	5.8%	$287.56 *	$262.98	+22.9%	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	388,375	$80.89M	5.7%	$208.27 *	$139.30	+62.8%	COM	023135106
TSM	TAIWAN SEMICONDUCTOR MFG LTD	229,115	$77.43M	5.4%	$337.96	$150.77	—	SPONSORED ADS	874039100
META	META PLATFORMS INC	104,955	$60.05M	4.2%	$572.13 *	$446.90	+46.7%	CL A	30303M102
MSFT	MICROSOFT CORP	69,275	$25.64M	1.8%	$370.17 *	$346.92	+25.3%	COM	594918104
STUB	STUBHUB HLDGS INC	3,437,380	$21.45M	1.5%	$6.24 *	$18.34	-34.3%	CL A	86384P109
AVGO	BROADCOM INC	61,760	$19.12M	1.3%	$309.51 *	$215.13	+55.3%	COM	11135F101
REAX	THE REAL BROKERAGE INC	6,968,725	$17.42M	1.2%	$2.50 *	$2.85	+17.5%	COM NEW	75585H206
SPOT	SPOTIFY TECHNOLOGY SA	31,400	$15.23M	1.1%	$484.91 *	$457.93	+8.6%	SHS	L8681T102
AMAT	APPLIED MATERIAL INC	37,355	$12.77M	0.9%	$341.79 *	$326.57	0.0%	COM	038222105
SHOP	SHOPIFY INC	94,660	$11.23M	0.8%	$118.62 *	$143.72	-5.1%	CL A SUB VTG SHS	82509L107
BE	BLOOM ENERGY CORP	82,030	$11.11M	0.8%	$135.49 *	$144.65	0.0%	COM CL A	093712107
KYTX	KYVERNA THERAPEUTICS INC	989,054	$8.536M	0.6%	$8.63 *	$25.92	-68.0%	COM	501976104
CEG	CONSTELLATION ENERGY CORP	25,475	$7.114M	0.5%	$279.25 *	$332.51	-9.4%	COM	21037T109
AXON	AXON ENTERPRISE INC	15,980	$6.787M	0.5%	$424.69 *	$526.80	0.0%	COM	05464C101
NET	CLOUDFLARE INC	32,800	$6.768M	0.5%	$206.34 *	$182.40	0.0%	CL A COM	18915M107
INTC	INTEL CORP	125,205	$5.525M	0.4%	$44.13 *	$39.19	+18.5%	COM	458140100
PANW	PALO ALTO NETWORKS	31,030	$4.975M	0.3%	$160.32 *	$196.56	-12.4%	COM	697435105
MTSI	MACOM TECH SOLUTIONS HLDGS I	21,590	$4.794M	0.3%	$222.07	$221.00	0.0%	COM	55405Y100
TXN	TEXAS INSTRUMENTS	22,570	$4.382M	0.3%	$194.14 *	$206.27	0.0%	COM	882508104
LITE	LUMENTUM HOLDINGS INC	5,970	$4.195M	0.3%	$702.76 *	$467.14	0.0%	COM	55024U109
AMD	ADVANCED MICRO DEVICES	19,040	$3.873M	0.3%	$203.43 *	$224.22	-1.1%	COM	007903107
HOOD	ROBINHOOD MARKETS	42,035	$2.913M	0.2%	$69.30 *	$61.25	+56.3%	COM CL A	770700102
MU	MICRON TECHNOLOGY INC	660	$223K	0.0%	$337.99 *	$387.04	0.0%	COM	595112103