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洞察合伙人

🇺🇸 US$1B+ AUM2026Q1 13F

全球顶级的软件与科技领域私募股权与风投公司。

关注报告日期: 2026-03-31 · 披露: 2026-05-15
核心关注理由

Insight Partners对企业级SaaS和科技趋势有着极其深刻的洞察力。

核心变化
新进 EQPT清仓 APPF
最大仓位
25.4%
HNGE
组合市值
$1.42B
持仓数量
39
选择季度

持仓 TOP 10

按市值占比排列

数据口径
13F 多头持仓
1
HNGE
HNGE
HINGE HEALTH INC
25.37%
$361.5M
2
EQPT
EQPT
EQUIPMENTSHARE COM
19.34%
$275.5M
NEW
3
7WH
7WH
UDEMY INC
12.33%
$175.7M
4
NVDA
NVDA
NVIDIA CORPORATION
8.20%
$116.8M
+21.9%
5
GOOG
GOOGL
ALPHABET INC
5.80%
$82.7M
+1.3%
6
AMZN
AMZN
AMAZON COM INC
5.68%
$80.9M
+9.8%
7
TSM
TSM
TAIWAN SEMICONDUCT
5.43%
$77.4M
+1.7%
8
META
META
META PLATFORMS INC
4.21%
$60.0M
+88.4%
9
MSFT
MSFT
MICROSOFT CORP
1.80%
$25.6M
-62.1%
10
STUB
STUB
STUBHUB HLDGS INC
1.51%
$21.4M
0%25%50%75%100%
仓位分布
Top 571.1%
Top 1089.7%
  • · 直连 SEC EDGAR 原始数据
  • · 不含空头、期权及非美股
  • · 按 CUSIP 逐季对账

全量持仓明细

逐季变动对账

39
#股票名称现价涨跌幅股数季度变动市值占比操作
1HNGE
HINGE HEALTH INC
CL A
9.38M
+0.0%
+0
$361.5M
25.37%
持有
2EQPT
EQUIPMENTSHARE COM INC
COM CL A
13.53MNEW$275.5M
19.34%
新进
37WH
UDEMY INC
COM
38.03M
+0.0%
+0
$175.7M
12.33%
持有
4NVDA
NVIDIA CORPORATION
COM
670.0K
+21.9%
+120.3K
$116.8M
8.20%
加仓
5GOOGL
ALPHABET INC
CAP STK CL A
287.4K
+1.3%
+3.7K
$82.7M
5.80%
加仓
6AMZN
AMAZON COM INC
COM
388.4K
+9.8%
+34.7K
$80.9M
5.68%
加仓
7TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
229.1K
+1.7%
+3.9K
$77.4M
5.43%
加仓
8META
META PLATFORMS INC
CL A
105.0K
+88.4%
+49.3K
$60.0M
4.21%
加仓
9MSFT
MICROSOFT CORP
COM
69.3K
-62.1%
-113.4K
$25.6M
1.80%
减仓
10STUB
STUBHUB HLDGS INC
CL A
3.44M
+0.0%
+0
$21.4M
1.51%
持有
🔒

解锁全部持仓

订阅 Pro 查看完整持仓明细与历史变动

注:13F 仅披露美股多头仓位。变动通过 CUSIP 逐季对账计算。部分变动可能源于公司行动。