13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000899140-26-000238
Total Value
$1.34B
Positions
30
Other Managers
15
Confidential Omitted
Yes
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HINGE HEALTH INC | HNGE | 9,375,164 | $435.5M | 32.56% |
| 2 | UDEMY INC | UDMY | 38,032,260 | $222.5M | 16.64% |
| 3 | NVIDIA CORPORATION | NVDA | 549,640 | $102.5M | 7.67% |
| 4 | ALPHABET INC | GOOG | 283,760 | $88.8M | 6.64% |
| 5 | MICROSOFT CORP | MSFT | 182,705 | $88.4M | 6.61% |
| 6 | AMAZON COM INC | AMZN | 353,670 | $81.6M | 6.10% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 225,225 | $68.4M | 5.12% |
| 8 | STUBHUB HLDGS INC | STUB | 3,437,380 | $46.5M | 3.48% |
| 9 | META PLATFORMS INC | META | 55,695 | $36.8M | 2.75% |
| 10 | THE REAL BROKERAGE INC | 75585H206 | 6,968,725 | $25.4M | 1.90% |
| 11 | BROADCOM INC | AVGO | 60,010 | $20.8M | 1.55% |
| 12 | APPLE INC | AAPL | 52,940 | $14.4M | 1.08% |
| 13 | APPFOLIO INC | APPF | 44,550 | $10.4M | 0.78% |
| 14 | PALO ALTO NETWORKS | PANW | 51,705 | $9.5M | 0.71% |
| 15 | KYVERNA THERAPEUTICS INC | KYTX | 989,054 | $9.3M | 0.70% |
| 16 | MONGODB INC | MDB | 20,390 | $8.6M | 0.64% |
| 17 | APPLOVIN CORP | APP | 12,260 | $8.3M | 0.62% |
| 18 | VISA | V | 20,395 | $7.2M | 0.53% |
| 19 | SYNOPSYS INC | SNPS | 15,170 | $7.1M | 0.53% |
| 20 | SAMSARA INC | IOT | 186,640 | $6.6M | 0.49% |
| 21 | ROBINHOOD MARKETS | 770700102 | 41,715 | $4.7M | 0.35% |
| 22 | SHOPIFY INC | SHOP | 28,530 | $4.6M | 0.34% |
| 23 | CONSTELLATION ENERGY CORP | CEG | 12,875 | $4.5M | 0.34% |
| 24 | SPOTIFY TECHNOLOGY SA | SPOT | 7,520 | $4.4M | 0.33% |
| 25 | INTEL CORP | INTC | 104,545 | $3.9M | 0.29% |
| 26 | TESLA INC | TSLA | 8,140 | $3.7M | 0.27% |
| 27 | ADVANCED MICRO DEVICES | AMD | 16,585 | $3.6M | 0.27% |
| 28 | VERTIV HOLDINGS CO | VRT | 19,780 | $3.2M | 0.24% |
| 29 | CELESTICA | CLS | 10,815 | $3.2M | 0.24% |
| 30 | NETSKOPE | NTSK | 175,000 | $3.1M | 0.23% |