13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000899140-25-001295
Total Value
$1.62B
Positions
27
Other Managers
15
Confidential Omitted
Yes
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HINGE HEALTH INC | HNGE | 11,029,604 | $541.3M | 33.41% |
| 2 | UDEMY INC | UDMY | 38,032,260 | $266.6M | 16.46% |
| 3 | SENTINELONE INC | S | 8,425,026 | $148.4M | 9.16% |
| 4 | MICROSOFT CORP | MSFT | 217,430 | $112.6M | 6.95% |
| 5 | NVIDIA CORPORATION | NVDA | 466,200 | $87.0M | 5.37% |
| 6 | AMAZON COM INC | AMZN | 358,700 | $78.8M | 4.86% |
| 7 | META PLATFORMS INC | META | 84,940 | $62.4M | 3.85% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 213,030 | $59.5M | 3.67% |
| 9 | STUBHUB HLDGS INC | STUB | 3,437,380 | $57.9M | 3.57% |
| 10 | APPFOLIO INC | APPF | 152,600 | $42.1M | 2.60% |
| 11 | THE REAL BROKERAGE INC | 75585H206 | 7,623,461 | $31.9M | 1.97% |
| 12 | ALPHABET INC | GOOG | 86,900 | $21.1M | 1.30% |
| 13 | BROADCOM INC | AVGO | 52,710 | $17.4M | 1.07% |
| 14 | MONGODB INC | MDB | 46,400 | $14.4M | 0.89% |
| 15 | APPLOVIN CORP | APP | 16,900 | $12.1M | 0.75% |
| 16 | ORACLE | ORCL-PD | 34,800 | $9.8M | 0.60% |
| 17 | SAMSARA INC | IOT | 207,200 | $7.7M | 0.48% |
| 18 | SYNOPSYS INC | SNPS | 12,500 | $6.2M | 0.38% |
| 19 | KYVERNA THERAPEUTICS INC | KYTX | 989,054 | $5.9M | 0.37% |
| 20 | ROBINHOOD MARKETS | 770700102 | 40,500 | $5.8M | 0.36% |
| 21 | PALO ALTO NETWORKS | PANW | 26,000 | $5.3M | 0.33% |
| 22 | VISA | V | 15,300 | $5.2M | 0.32% |
| 23 | INTUIT | INTU | 7,600 | $5.2M | 0.32% |
| 24 | SPOTIFY TECHNOLOGY SA | SPOT | 7,300 | $5.1M | 0.31% |
| 25 | NETSKOPE | NTSK | 175,000 | $4.0M | 0.25% |
| 26 | ATLASSIAN CORPORATION | TEAM | 24,400 | $3.9M | 0.24% |
| 27 | CLOUDFLARE INC | NET | 12,000 | $2.6M | 0.16% |