13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000899140-25-000971
Total Value
$2.39B
Positions
28
Other Managers
15
Confidential Omitted
Yes
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HINGE HEALTH INC | HNGE | 11,029,604 | $570.8M | 23.87% |
| 2 | COREWEAVE INC | CRWV | 2,229,328 | $363.5M | 15.20% |
| 3 | UDEMY INC | UDMY | 38,032,260 | $267.4M | 11.18% |
| 4 | SENTINELONE INC | S | 11,425,026 | $208.8M | 8.73% |
| 5 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 49,831,007 | $161.0M | 6.73% |
| 6 | THE REAL BROKERAGE INC | 75585H206 | 30,401,595 | $137.1M | 5.73% |
| 7 | NCINO INC | NCNO | 4,458,591 | $124.7M | 5.21% |
| 8 | MICROSOFT CORP | MSFT | 228,430 | $113.6M | 4.75% |
| 9 | AMAZON COM INC | AMZN | 450,400 | $98.8M | 4.13% |
| 10 | NVIDIA CORPORATION | NVDA | 511,400 | $80.8M | 3.38% |
| 11 | META PLATFORMS INC | META | 84,940 | $62.7M | 2.62% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 246,930 | $55.9M | 2.34% |
| 13 | APPFOLIO INC | APPF | 152,600 | $35.1M | 1.47% |
| 14 | BROADCOM INC | AVGO | 52,710 | $14.5M | 0.61% |
| 15 | MONGODB INC | MDB | 61,000 | $12.8M | 0.54% |
| 16 | NETFLIX | NFLX | 8,800 | $11.8M | 0.49% |
| 17 | SERVICENOW INC | NOW | 10,400 | $10.7M | 0.45% |
| 18 | SYNOPSYS INC | SNPS | 18,500 | $9.5M | 0.40% |
| 19 | INTUIT | INTU | 11,400 | $9.0M | 0.38% |
| 20 | ZSCALER INC | ZS | 19,500 | $6.1M | 0.26% |
| 21 | SPOTIFY TECHNOLOGY SA | SPOT | 7,300 | $5.6M | 0.23% |
| 22 | VISA | V | 15,300 | $5.4M | 0.23% |
| 23 | ATLASSIAN CORPORATION | TEAM | 24,400 | $5.0M | 0.21% |
| 24 | APPLOVIN CORP | APP | 13,900 | $4.9M | 0.20% |
| 25 | OKTA INC | OKTA | 47,050 | $4.7M | 0.20% |
| 26 | CYBERARK SOFTWARE | M2682V108 | 11,000 | $4.5M | 0.19% |
| 27 | ROBINHOOD MARKETS | 770700102 | 40,500 | $3.8M | 0.16% |
| 28 | KYVERNA THERAPEUTICS INC | KYTX | 989,054 | $3.0M | 0.13% |