NEW YORK, NY · CIK 0001305473
Insight Partners
Insight Holdings Group, LLC
Portfolio value
$1.42B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | HINGE HEALTH INC Class A | HNGE |
25.4%
|
$361.5M | 9,375,164 SH | unchanged |
| 2 | EQUIPMENTSHARE COM INC Class A | EQPT |
19.3%
|
$275.5M | 13,526,731 SH | new |
| 3 | UDEMY INC | 7WH |
12.3%
|
$175.7M | 38,032,260 SH | unchanged |
| 4 | NVIDIA CORPORATION | NVDA |
8.2%
|
$116.8M | 669,950 SH | increased +22% |
| 5 | ALPHABET INC Class A | GOOGL |
5.8%
|
$82.7M | 287,450 SH | increased +1% |
| 6 | AMAZON COM INC | AMZN |
5.7%
|
$80.9M | 388,375 SH | increased +10% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD ADR | TSM |
5.4%
|
$77.4M | 229,115 SH | increased +2% |
| 8 | META PLATFORMS INC Class A | META |
4.2%
|
$60.0M | 104,955 SH | increased +88% |
| 9 | MICROSOFT CORP | MSFT |
1.8%
|
$25.6M | 69,275 SH | reduced -62% |
| 10 | STUBHUB HLDGS INC Class A | STUB |
1.5%
|
$21.4M | 3,437,380 SH | unchanged |
| 11 | BROADCOM INC | AVGO |
1.3%
|
$19.1M | 61,760 SH | increased +3% |
| 12 | THE REAL BROKERAGE INC | REAX |
1.2%
|
$17.4M | 6,968,725 SH | unchanged |
| 13 | SPOTIFY TECHNOLOGY SA | SPOT |
1.1%
|
$15.2M | 31,400 SH | increased +318% |
| 14 | APPLIED MATERIAL INC | AMAT |
0.9%
|
$12.8M | 37,355 SH | new |
| 15 | SHOPIFY INC Class A | SHOP |
0.8%
|
$11.2M | 94,660 SH | increased +232% |
| 16 | BLOOM ENERGY CORP Class A | BE |
0.8%
|
$11.1M | 82,030 SH | new |
| 17 | KYVERNA THERAPEUTICS INC | KYTX |
0.6%
|
$8.5M | 989,054 SH | unchanged |
| 18 | CONSTELLATION ENERGY CORP | CEG |
0.5%
|
$7.1M | 25,475 SH | increased +98% |
| 19 | AXON ENTERPRISE INC | AXON |
0.5%
|
$6.8M | 15,980 SH | new |
| 20 | CLOUDFLARE INC Class A | NET |
0.5%
|
$6.8M | 32,800 SH | new |
| 21 | INTEL CORP | INTC |
0.4%
|
$5.5M | 125,205 SH | increased +20% |
| 22 | PALO ALTO NETWORKS | PANW |
0.3%
|
$5.0M | 31,030 SH | reduced -40% |
| 23 | MACOM TECH SOLUTIONS HLDGS I | MTSI |
0.3%
|
$4.8M | 21,590 SH | new |
| 24 | TEXAS INSTRUMENTS | TXN |
0.3%
|
$4.4M | 22,570 SH | new |
| 25 | LUMENTUM HOLDINGS INC | LITE |
0.3%
|
$4.2M | 5,970 SH | new |
| 26 | ADVANCED MICRO DEVICES | AMD |
0.3%
|
$3.9M | 19,040 SH | increased +15% |
| 27 | ROBINHOOD MARKETS Class A | HOOD |
0.2%
|
$2.9M | 42,035 SH | increased +1% |
| 28 | MICRON TECHNOLOGY INC | MU |
0.0%
|
$223K | 660 SH | new |
New this quarter
| Issuer | Ticker | Value | Shares |
|---|---|---|---|
| EQUIPMENTSHARE COM INC | EQPT | $275.5M | 13,526,731 |
| APPLIED MATERIAL INC | AMAT | $12.8M | 37,355 |
| BLOOM ENERGY CORP | BE | $11.1M | 82,030 |
| AXON ENTERPRISE INC | AXON | $6.8M | 15,980 |
| CLOUDFLARE INC | NET | $6.8M | 32,800 |
| MACOM TECH SOLUTIONS HLDGS I | MTSI | $4.8M | 21,590 |
| TEXAS INSTRUMENTS | TXN | $4.4M | 22,570 |
| LUMENTUM HOLDINGS INC | LITE | $4.2M | 5,970 |
| MICRON TECHNOLOGY INC | MU | $223K | 660 |
Exited this quarter
| Issuer | Ticker | Prior value | Prior shares |
|---|---|---|---|
| APPLE INC | AAPL | $14.4M | 52,940 |
| APPFOLIO INC | APPF | $10.4M | 44,550 |
| MONGODB INC | MDB | $8.6M | 20,390 |
| APPLOVIN CORP | APP | $8.3M | 12,260 |
| VISA | V | $7.2M | 20,395 |
| SYNOPSYS INC | SNPS | $7.1M | 15,170 |
| SAMSARA INC | IOT | $6.6M | 186,640 |
| TESLA INC | TSLA | $3.7M | 8,140 |
| VERTIV HOLDINGS CO | VRT | $3.2M | 19,780 |
| CELESTICA | CLS | $3.2M | 10,815 |
| NETSKOPE | NTSK | $3.1M | 175,000 |