Insight Holdings Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IH Insight Holdings Group, LLC | Institutional Filer | ▲ 6.54% | $1.42B | 28 |
Current Portfolio Holdings
Showing all 28 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | HNGE | Hinge Health, Inc. | Healthcare | 9.4M | $361.5M | 25.37% |
| 2 | EQPT | EQUIPMENTSHARE COM INC | — | 13.5M | $275.5M | 19.34% |
| 3 | UDMY | Udemy, Inc. | Consumer Defensive | 38.0M | $175.7M | 12.33% |
| 4 | NVDA | NVIDIA Corporation | Technology | 670K | $116.8M | 8.20% |
| 5 | GOOGL | Alphabet Inc. | Technology | 287K | $82.7M | 5.80% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 388K | $80.9M | 5.68% |
| 7 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 229K | $77.4M | 5.44% |
| 8 | META | Meta Platforms, Inc. | Technology | 105K | $60.0M | 4.21% |
| 9 | MSFT | Microsoft Corporation | Technology | 69K | $25.6M | 1.80% |
| 10 | STUB | StubHub Holdings, Inc. | Technology | 3.4M | $21.4M | 1.51% |
| 11 | AVGO | Broadcom Inc. | Technology | 62K | $19.1M | 1.34% |
| 12 | REAX | The Real Brokerage Inc. | Real Estate | 7.0M | $17.4M | 1.22% |
| 13 | SPOT | Spotify Technology S.A. | Communication Services | 31K | $15.2M | 1.07% |
| 14 | AMAT | Applied Materials, Inc. | Technology | 37K | $12.8M | 0.90% |
| 15 | SHOP | Shopify Inc. | Technology | 95K | $11.2M | 0.79% |
Showing 1 to 15 of 28 holdings