Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 30
- +3 vs. Q3 2025
- Portfolio value
- $1.34B
- −$282.8M (−17.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HNGEHinge Health, Inc. | CL A | 9,375,164 | $435.5M | 32.6% | −1,654,440−15.0% | Reduced | History |
| UDMYUdemy, Inc. | COM | 38,032,260 | $222.5M | 16.6% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 549,640 | $102.5M | 7.7% | +83,440+17.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 283,760 | $88.8M | 6.6% | +196,860+226.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 182,705 | $88.4M | 6.6% | −34,725−16.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 353,670 | $81.6M | 6.1% | −5,030−1.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 225,225 | $68.4M | 5.1% | +12,195+5.7% | Added | History |
| STUBStubHub Holdings, Inc. | CL A | 3,437,380 | $46.5M | 3.5% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 55,695 | $36.8M | 2.7% | −29,245−34.4% | Reduced | History |
| REAXReal REMAX Group Inc. | COM NEW | 6,968,725 | $25.4M | 1.9% | −654,736−8.6% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 60,010 | $20.8M | 1.6% | +7,300+13.8% | Added | History |
| AAPLApple Inc. | Stock | 52,940 | $14.4M | 1.1% | +52,940 | New | History |
| APPFAppfolio Inc | COM CL A | 44,550 | $10.4M | 0.8% | −108,050−70.8% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 51,705 | $9.52M | 0.7% | +25,705+98.9% | Added | History |
| KYTXKyverna Therapeutics, Inc. | COM | 989,054 | $9.30M | 0.7% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 20,390 | $8.56M | 0.6% | −26,010−56.1% | Reduced | History |
| APPAppLovin Corp | COM CL A | 12,260 | $8.26M | 0.6% | −4,640−27.5% | Reduced | History |
| VVisa Inc. | Stock | 20,395 | $7.15M | 0.5% | +5,095+33.3% | Added | History |
| SNPSSynopsys Inc | COM | 15,170 | $7.13M | 0.5% | +2,670+21.4% | Added | History |
| IOTSamsara Inc. | Stock | 186,640 | $6.62M | 0.5% | −20,560−9.9% | Reduced | History |
| HOODRobinhood Markets, Inc. | Stock | 41,715 | $4.72M | 0.4% | +1,215+3.0% | Added | History |
| SHOPShopify Inc. | Stock | 28,530 | $4.59M | 0.3% | +28,530 | New | History |
| CEGConstellation Energy Corp | Stock | 12,875 | $4.55M | 0.3% | +12,875 | New | History |
| SPOTSpotify Technology S.A. | Stock | 7,520 | $4.37M | 0.3% | +220+3.0% | Added | History |
| INTCIntel Corp | Stock | 104,545 | $3.86M | 0.3% | +104,545 | New | History |
| TSLATesla, Inc. | Stock | 8,140 | $3.66M | 0.3% | +8,140 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 16,585 | $3.55M | 0.3% | +16,585 | New | History |
| VRTVertiv Holdings Co | COM CL A | 19,780 | $3.20M | 0.2% | +19,780 | New | History |
| CLSCelestica Inc | Stock | 10,815 | $3.20M | 0.2% | +10,815 | New | History |
| NTSKNetskope Inc | CL A | 175,000 | $3.07M | 0.2% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (5)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| SSentinelOne, Inc. | CL A | 8,425,026 | $148.4M | 9.2% | History |
| ORCLOracle Corp | Stock | 34,800 | $9.79M | 0.6% | History |
| INTUIntuit Inc. | Stock | 7,600 | $5.19M | 0.3% | History |
| TEAMAtlassian Corp | CL A | 24,400 | $3.90M | 0.2% | History |
| NETCloudflare, Inc. | CL A COM | 12,000 | $2.58M | 0.2% | History |