Insight Holdings Group, LLC holds a concentrated book of 28 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Equipmentshare.com Inc-A and trimmed Microsoft Corp. Their largest long position is Hinge Health Inc-A at 25% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1305473/holdings"
Use Arkolith to show Insight Holdings Group, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hinge Health Inc CL A | $361.5M | 9.38M | 25.4% | —Held | |
| 2 | Equipmentshare Com Inc COM CL A | $275.5M | 13.53M | 19.3% | ▲New New position | |
| 3 | Udemy Inc COM | $175.7M | 38.03M | 12.3% | —Held | |
| 4 | Nvidia Corporation COM | $116.8M | 670.0K | 8.2% | ▲+22% Added · +120K sh | |
| 5 | Alphabet Inc CAP STK CL A | $82.7M | 287.4K | 5.8% | ▲+1.3% Added · +4K sh | |
| 6 | Amazon Com Inc COM | $80.9M | 388.4K | 5.7% | ▲+9.8% Added · +35K sh | |
| 7 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $77.4M | 229.1K | 5.4% | ▲+1.7% Added · +4K sh | |
| 8 | Meta Platforms Inc CL A | $60.0M | 105.0K | 4.2% | ▲+88% Added · +49K sh | |
| 9 | Microsoft Corp COM | $25.6M | 69.3K | 1.8% | ▼−62% Reduced · −113K sh | |
| 10 | Stubhub Hldgs Inc CL A | $21.4M | 3.44M | 1.5% | —Held | |
| 11 | Broadcom Inc COM | $19.1M | 61.8K | 1.3% | ▲+2.9% Added · +2K sh | |
| 12 | The Real Brokerage Inc COM NEW | $17.4M | 6.97M | 1.2% | —Held | |
| 13 | Spotify Technology Sa SHS | $15.2M | 31.4K | 1.1% | ▲+318% Added · +24K sh | |
| 14 | Applied Material Inc COM | $12.8M | 37.4K | 0.9% | ▲New New position | |
| 15 | Shopify Inc CL A SUB VTG SHS | $11.2M | 94.7K | 0.8% | ▲+232% Added · +66K sh | |
| 16 | Bloom Energy Corp COM CL A | $11.1M | 82.0K | 0.8% | ▲New New position | |
| 17 | Kyverna Therapeutics Inc COM | $8.5M | 989.1K | 0.6% | —Held | |
| 18 | Constellation Energy Corp COM | $7.1M | 25.5K | 0.5% | ▲+98% Added · +13K sh | |
| 19 | Axon Enterprise Inc COM | $6.8M | 16.0K | 0.5% | ▲New New position | |
| 20 | Cloudflare Inc CL A COM | $6.8M | 32.8K | 0.5% | ▲New New position | |
| 21 | Intel Corp COM | $5.5M | 125.2K | 0.4% | ▲+20% Added · +21K sh | |
| 22 | Palo Alto Networks COM | $5.0M | 31.0K | 0.3% | ▼−40% Reduced · −21K sh | |
| 23 | Macom Tech Solutions Hldgs I COM | $4.8M | 21.6K | 0.3% | ▲New New position | |
| 24 | Texas Instruments COM | $4.4M | 22.6K | 0.3% | ▲New New position | |
| 25 | Lumentum Holdings Inc COM | $4.2M | 6.0K | 0.3% | ▲New New position | |
| 26 | Advanced Micro Devices COM | $3.9M | 19.0K | 0.3% | ▲+15% Added · +2K sh | |
| 27 | Robinhood Markets COM CL A | $2.9M | 42.0K | 0.2% | ▲+0.8% Added · +320 sh | |
| 28 | Micron Technology Inc COM | $223K | 660 | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.