Insight Holdings Group, LLC
NEW YORK NY · SEC CIK 0001305473
$14.25亿2026Q1 申报市值
28持仓数
89.7%前十大占比 · 第一大 25.4%
8 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EQPT 新建仓+$2.76亿
META 加仓+$2,818.31万
NVDA 加仓+$2,098.21万
AMAT 新建仓+$1,276.76万
SPOT 加仓+$1,157.97万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$4,198.84万
APPF 清仓-$1,036.46万
MDB 清仓-$855.75万
APP 清仓-$826.10万
V 清仓-$715.27万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HNGE | HINGE HEALTH INC | $3.62亿 | 25.37% | 9,375,164 | 0 | 0.0% | — | 不变 |
| EQPT | EQUIPMENTSHARE COM INC | $2.76亿 | 19.34% | 13,526,731 | 13,526,731 | — | $2.76亿 | 新建仓 |
| — | UDEMY INC | $1.76亿 | 12.33% | 38,032,260 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1.17亿 | 8.20% | 669,950 | 120,310 | 21.9% | $2,098.21万 | 加仓 |
| GOOGL | ALPHABET INC | $8,265.91万 | 5.80% | 287,450 | 3,690 | 1.3% | $106.11万 | 加仓 |
| AMZN | AMAZON COM INC | $8,088.69万 | 5.68% | 388,375 | 34,705 | 9.8% | $722.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $7,743.15万 | 5.44% | 229,115 | 3,890 | 1.7% | $131.47万 | 加仓 |
| META | META PLATFORMS INC | $6,004.79万 | 4.21% | 104,955 | 49,260 | 88.4% | $2,818.31万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,564.35万 | 1.80% | 69,275 | -113,430 | -62.1% | -$4,198.84万 | 减仓 |
| STUB | STUBHUB HLDGS INC | $2,144.93万 | 1.51% | 3,437,380 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1,911.53万 | 1.34% | 61,760 | 1,750 | 2.9% | $54.16万 | 加仓 |
| — | THE REAL BROKERAGE INC | $1,742.18万 | 1.22% | 6,968,725 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY SA | $1,522.62万 | 1.07% | 31,400 | 23,880 | 317.6% | $1,157.97万 | 加仓 |
| AMAT | APPLIED MATERIAL INC | $1,276.76万 | 0.90% | 37,355 | 37,355 | — | $1,276.76万 | 新建仓 |
| SHOP | SHOPIFY INC | $1,122.86万 | 0.79% | 94,660 | 66,130 | 231.8% | $784.43万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1,111.42万 | 0.78% | 82,030 | 82,030 | — | $1,111.42万 | 新建仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $853.55万 | 0.60% | 989,054 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $711.39万 | 0.50% | 25,475 | 12,600 | 97.9% | $351.86万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $678.65万 | 0.48% | 15,980 | 15,980 | — | $678.65万 | 新建仓 |
| NET | CLOUDFLARE INC | $676.80万 | 0.48% | 32,800 | 20,800 | 173.3% | $429.19万 | 重新持有 |
| INTC | INTEL CORP | $552.53万 | 0.39% | 125,205 | 20,660 | 19.8% | $91.17万 | 加仓 |
| PANW | PALO ALTO NETWORKS | $497.47万 | 0.35% | 31,030 | -20,675 | -40.0% | -$331.46万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $479.45万 | 0.34% | 21,590 | 21,590 | — | $479.45万 | 新建仓 |
| TXN | TEXAS INSTRUMENTS | $438.17万 | 0.31% | 22,570 | 22,570 | — | $438.17万 | 新建仓 |
| LITE | LUMENTUM HOLDINGS INC | $419.55万 | 0.29% | 5,970 | 5,970 | — | $419.55万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES | $387.33万 | 0.27% | 19,040 | 2,455 | 14.8% | $49.94万 | 加仓 |
| HOOD | ROBINHOOD MARKETS | $291.30万 | 0.20% | 42,035 | 320 | 0.8% | $2.22万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $22.31万 | 0.02% | 660 | 660 | — | $22.31万 | 新建仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -44,550 | -100.0% | -$1,036.46万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -20,390 | -100.0% | -$855.75万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -12,260 | -100.0% | -$826.10万 | 清仓 |
| V | VISA | $0 | 0.00% | 0 | -20,395 | -100.0% | -$715.27万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -15,170 | -100.0% | -$712.57万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -186,640 | -100.0% | -$661.64万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -8,140 | -100.0% | -$366.07万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -19,780 | -100.0% | -$320.46万 | 清仓 |
| CLS | CELESTICA | $0 | 0.00% | 0 | -10,815 | -100.0% | -$319.70万 | 清仓 |
| NTSK | NETSKOPE | $0 | 0.00% | 0 | -175,000 | -100.0% | -$306.95万 | 清仓 |