Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 28
- +3 vs. Q1 2025
- Portfolio value
- $2.39B
- +$1.10B (+85.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HNGEHinge Health, Inc. | CL A | 11,029,604 | $570.8M | 23.9% | +11,029,604 | New | History |
| CRWVCoreWeave, Inc. | Stock | 2,229,328 | $363.5M | 15.2% | +2,229,328 | New | History |
| UDMYUdemy, Inc. | COM | 38,032,260 | $267.4M | 11.2% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 11,425,026 | $208.8M | 8.7% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $161.0M | 6.7% | 00.0% | Unchanged | History |
| REAXReal REMAX Group Inc. | COM NEW | 30,401,595 | $137.1M | 5.7% | −3,733,395−10.9% | Reduced | History |
| NCNOnCino, Inc. | COM | 4,458,591 | $124.7M | 5.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 228,430 | $113.6M | 4.8% | +2,700+1.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 450,400 | $98.8M | 4.1% | +57,100+14.5% | Added | History |
| NVDANVIDIA Corp | Stock | 511,400 | $80.8M | 3.4% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 84,940 | $62.7M | 2.6% | −16,000−15.9% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 246,930 | $55.9M | 2.3% | +30,600+14.1% | Added | History |
| APPFAppfolio Inc | COM CL A | 152,600 | $35.1M | 1.5% | +152,600 | New | History |
| AVGOBroadcom Inc. | Stock | 52,710 | $14.5M | 0.6% | +26,000+97.3% | Added | History |
| MDBMongoDB, Inc. | CL A | 61,000 | $12.8M | 0.5% | +36,000+144.0% | Added | History |
| NFLXNetflix Inc | Stock | 8,800 | $11.8M | 0.5% | +8,800 | New | History |
| NOWServiceNow, Inc. | Stock | 10,400 | $10.7M | 0.4% | +3,500+50.7% | Added | History |
| SNPSSynopsys Inc | COM | 18,500 | $9.48M | 0.4% | −45,000−70.9% | Reduced | History |
| INTUIntuit Inc. | Stock | 11,400 | $8.98M | 0.4% | +1,500+15.2% | Added | History |
| ZSZscaler, Inc. | Stock | 19,500 | $6.12M | 0.3% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 7,300 | $5.60M | 0.2% | +1,600+28.1% | Added | History |
| VVisa Inc. | Stock | 15,300 | $5.43M | 0.2% | +15,300 | New | History |
| TEAMAtlassian Corp | CL A | 24,400 | $4.96M | 0.2% | −59,300−70.8% | Reduced | History |
| APPAppLovin Corp | COM CL A | 13,900 | $4.87M | 0.2% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 47,050 | $4.70M | 0.2% | 00.0% | Unchanged | History |
| Cyberark Software LtdM2682V108 | SHS | 11,000 | $4.48M | 0.2% | +11,000 | New | – |
| HOODRobinhood Markets, Inc. | Stock | 40,500 | $3.79M | 0.2% | +40,500 | New | History |
| KYTXKyverna Therapeutics, Inc. | COM | 989,054 | $3.04M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (4)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 112,370 | $25.0M | 1.9% | History |
| ZMZoom Communications, Inc. | Stock | 65,900 | $4.86M | 0.4% | History |
| WDAYWorkday, Inc. | CL A | 16,500 | $3.85M | 0.3% | History |
| IOTSamsara Inc. | Stock | 51,000 | $1.95M | 0.2% | History |