Insight Holdings Group, LLC 13F Holdings

CIK 0001305473 · NEW YORK, NY

As of Sep 30, 2025, Insight Holdings Group, LLC reported 27 positions worth .6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
HINGE HEALTH INCHNGEHealthcare11,029,604$541.3M33.41%
UDEMY INCUDMYConsumer Defensive38,032,260$266.6M16.46%
SENTINELONE INCSTechnology8,425,026 48.4M9.16%
MICROSOFT CORPMSFTTechnology217,430 12.6M6.95%
NVIDIA CORPNVDATechnology466,200$87.0M5.37%
AMAZON.COM INCAMZNEquity358,700$78.8M4.86%
META PLATFORMS INCMETACommunication Services84,940$62.4M3.85%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology213,030$59.5M3.67%
STUBHUB HLDGS INCSTUBCommunication Services3,437,380$57.9M3.57%
APPFOLIO INCAPPFTechnology152,600$42.1M2.60%
REAL BROKERAGE INCREAXReal Estate7,623,461$31.9M1.97%
ALPHABET INCGOOGLEquity86,900$21.1M1.30%
BROADCOM INCAVGOTechnology52,710 7.4M1.07%
MONGODB INCMDBTechnology46,400 4.4M0.89%
APPLOVIN CORPAPPTechnology16,900 2.1M0.75%
ORACLE CORPORCLTechnology34,800$9.8M0.60%
SAMSARA INCIOTEquity207,200$7.7M0.48%
SYNOPSYS INCSNPSTechnology12,500$6.2M0.38%
KYVERNA THERAPEUTICS INCKYTXHealthcare989,054$5.9M0.37%
ROBINHOOD MARKETS INC - AHOODEquity40,500$5.8M0.36%
PALO ALTO NETWORKS INCPANWTechnology26,000$5.3M0.33%
VISA INC-CLASS A SHARESVFinancial Services15,300$5.2M0.32%
INTUIT INCINTUTechnology7,600$5.2M0.32%
SPOTIFY TECHNOLOGY SASPOTCommunication Services7,300$5.1M0.31%
NETSKOPE INCNTSKTechnology175,000$4.0M0.25%