Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 27
- −1 vs. Q2 2025
- Portfolio value
- $1.62B
- −$771.5M (−32.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HNGEHinge Health, Inc. | CL A | 11,029,604 | $541.3M | 33.4% | 00.0% | Unchanged | History |
| UDMYUdemy, Inc. | COM | 38,032,260 | $266.6M | 16.5% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 8,425,026 | $148.4M | 9.2% | −3,000,000−26.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 217,430 | $112.6M | 7.0% | −11,000−4.8% | Reduced | History |
| NVDANVIDIA Corp | Stock | 466,200 | $87.0M | 5.4% | −45,200−8.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 358,700 | $78.8M | 4.9% | −91,700−20.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 84,940 | $62.4M | 3.9% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 213,030 | $59.5M | 3.7% | −33,900−13.7% | Reduced | History |
| STUBStubHub Holdings, Inc. | CL A | 3,437,380 | $57.9M | 3.6% | +3,437,380 | New | History |
| APPFAppfolio Inc | COM CL A | 152,600 | $42.1M | 2.6% | 00.0% | Unchanged | History |
| REAXReal REMAX Group Inc. | COM NEW | 7,623,461 | $31.9M | 2.0% | −22,778,134−74.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 86,900 | $21.1M | 1.3% | +86,900 | New | History |
| AVGOBroadcom Inc. | Stock | 52,710 | $17.4M | 1.1% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 46,400 | $14.4M | 0.9% | −14,600−23.9% | Reduced | History |
| APPAppLovin Corp | COM CL A | 16,900 | $12.1M | 0.7% | +3,000+21.6% | Added | History |
| ORCLOracle Corp | Stock | 34,800 | $9.79M | 0.6% | +34,800 | New | History |
| IOTSamsara Inc. | Stock | 207,200 | $7.72M | 0.5% | +207,200 | New | History |
| SNPSSynopsys Inc | COM | 12,500 | $6.17M | 0.4% | −6,000−32.4% | Reduced | History |
| KYTXKyverna Therapeutics, Inc. | COM | 989,054 | $5.93M | 0.4% | 00.0% | Unchanged | History |
| HOODRobinhood Markets, Inc. | Stock | 40,500 | $5.80M | 0.4% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 26,000 | $5.29M | 0.3% | +26,000 | New | History |
| VVisa Inc. | Stock | 15,300 | $5.22M | 0.3% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 7,600 | $5.19M | 0.3% | −3,800−33.3% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 7,300 | $5.10M | 0.3% | 00.0% | Unchanged | History |
| NTSKNetskope Inc | CL A | 175,000 | $3.98M | 0.2% | +175,000 | New | History |
| TEAMAtlassian Corp | CL A | 24,400 | $3.90M | 0.2% | 00.0% | Unchanged | History |
| NETCloudflare, Inc. | CL A COM | 12,000 | $2.58M | 0.2% | +12,000 | New | History |
Sold out since Q2 2025 (8)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| CRWVCoreWeave, Inc. | Stock | 2,229,328 | $363.5M | 15.2% | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $161.0M | 6.7% | History |
| NCNOnCino, Inc. | COM | 4,458,591 | $124.7M | 5.2% | History |
| NFLXNetflix Inc | Stock | 8,800 | $11.8M | 0.5% | History |
| NOWServiceNow, Inc. | Stock | 10,400 | $10.7M | 0.4% | History |
| ZSZscaler, Inc. | Stock | 19,500 | $6.12M | 0.3% | History |
| OKTAOkta, Inc. | CL A | 47,050 | $4.70M | 0.2% | History |
| Cyberark Software LtdM2682V108 | SHS | 11,000 | $4.48M | 0.2% | – |