Insight Holdings Group, LLC
Annual return
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SPY
—
Alpha
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Invested
$2.8B
Holdings
28
Trades YTD
4
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$HNGE
HINGE HEALTH INC
Q1 2026: New position (10.4k shares)
25.5%
02
$EQPT
EQUIPMENTSHARE COM INC
Held since at least Q1 2024
19.4%
03
$UDMY
UDEMY INC
Q1 2026: New position (22.9k shares)
12.4%
04
$NVDA
NVIDIA CORPORATION
Q3 2025: Sold 8.8% (511.4k → 466.2k shares)
8.2%
05
$GOOGL
ALPHABET INC
Q1 2026: New position (17.58M shares)
5.8%
06
$AMZN
AMAZON COM INC
Q1 2026: New position (9.22M shares)
5.7%
07
$TSM
TAIWAN SEMICONDUCTOR MFG LTD
Q3 2025: Sold 13.7% (246.9k → 213.0k shares)
5.5%
08
$META
META PLATFORMS INC
Q1 2026: New position (5.99M shares)
4.2%
09
$MSFT
MICROSOFT CORP
Q1 2026: New position (5.42M shares)
1.8%
10
$STUB
STUBHUB HLDGS INC
Q3 2025: New position (3.44M shares)
1.5%
Recent trades · Last 90 days
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:00 UTC.