Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 25
- −3 vs. Q4 2024
- Portfolio value
- $1.29B
- −$254.6M (−16.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UDMYUdemy, Inc. | COM | 38,032,260 | $295.1M | 22.9% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 11,425,026 | $207.7M | 16.1% | 00.0% | Unchanged | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,134,990 | $138.6M | 10.7% | 00.0% | Unchanged | History |
| NCNOnCino, Inc. | COM | 4,458,591 | $122.5M | 9.5% | −54,876−1.2% | Reduced | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $99.7M | 7.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 225,730 | $84.7M | 6.6% | −700−0.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 393,300 | $74.8M | 5.8% | −16,600−4.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 100,940 | $58.2M | 4.5% | +3,700+3.8% | Added | History |
| NVDANVIDIA Corp | Stock | 511,400 | $55.4M | 4.3% | +84,300+19.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 216,330 | $35.9M | 2.8% | +12,500+6.1% | Added | History |
| SNPSSynopsys Inc | COM | 63,500 | $27.2M | 2.1% | +55,900+735.5% | Added | History |
| AAPLApple Inc. | Stock | 112,370 | $25.0M | 1.9% | −52,700−31.9% | Reduced | History |
| TEAMAtlassian Corp | CL A | 83,700 | $17.8M | 1.4% | −37,000−30.7% | Reduced | History |
| INTUIntuit Inc. | Stock | 9,900 | $6.08M | 0.5% | +900+10.0% | Added | History |
| NOWServiceNow, Inc. | Stock | 6,900 | $5.49M | 0.4% | −24,900−78.3% | Reduced | History |
| OKTAOkta, Inc. | CL A | 47,050 | $4.95M | 0.4% | 00.0% | Unchanged | History |
| ZMZoom Communications, Inc. | Stock | 65,900 | $4.86M | 0.4% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 26,710 | $4.47M | 0.3% | +6,000+29.0% | Added | History |
| MDBMongoDB, Inc. | CL A | 25,000 | $4.38M | 0.3% | +14,100+129.4% | Added | History |
| ZSZscaler, Inc. | Stock | 19,500 | $3.87M | 0.3% | +7,000+56.0% | Added | History |
| WDAYWorkday, Inc. | CL A | 16,500 | $3.85M | 0.3% | +16,500 | New | History |
| APPAppLovin Corp | COM CL A | 13,900 | $3.68M | 0.3% | +8,900+178.0% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 5,700 | $3.14M | 0.2% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 51,000 | $1.95M | 0.2% | +51,000 | New | History |
| KYTXKyverna Therapeutics, Inc. | COM | 989,054 | $1.91M | 0.1% | +76,139+8.3% | Added | History |
Sold out since Q4 2024 (5)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 161,720 | $30.6M | 2.0% | History |
| CRMSalesforce, Inc. | Stock | 49,500 | $16.5M | 1.1% | History |
| SHOPShopify Inc. | Stock | 67,900 | $7.22M | 0.5% | History |
| VRTVertiv Holdings Co | COM CL A | 32,200 | $3.66M | 0.2% | History |
| TTANServiceTitan, Inc. | SHS CL A | 1,000 | $102.9K | <0.1% | History |