Institutional Manager · CIK 0001305473
Insight Holdings Group, LLC
NEW YORK, NY · File #028-12516
Latest AUM
$1.34B
Positions
30
Top-10 Concentration
89.5%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | SENTINELONE INC | 81730H109 | -8,425,026 | -$148.4M | $0 |
| REDUCE | HINGE HEALTH INC | HNGE | -1,654,440 | -$76.8M | -$29.0M |
| ADD | ALPHABET INC | GOOG | +196,860 | +$61.6M | +$6.1M |
| REDUCE | APPFOLIO INC | APPF | -108,050 | -$25.1M | -$6.6M |
| REDUCE | META PLATFORMS INC | META | -29,245 | -$19.3M | -$6.3M |
| REDUCE | MICROSOFT CORP | MSFT | -34,725 | -$16.8M | -$7.5M |
| ADD | NVIDIA CORPORATION | NVDA | +83,440 | +$15.6M | -$37,296 |
| NEW | APPLE INC | AAPL | +52,940 | +$14.4M | $0 |
| REDUCE | MONGODB INC | MDB | -26,010 | -$10.9M | +$5.1M |
| EXITED | ORACLE | 68389X105 | -34,800 | -$9.8M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202530 pos · $1.34B
- 13F HOLDINGS REPORTQ/E Sep 202527 pos · $1.62B
- 13F HOLDINGS REPORTQ/E Jun 202528 pos · $2.39B
- 13F HOLDINGS REPORTQ/E Mar 202525 pos · $1.29B
- 13F HOLDINGS REPORTQ/E Dec 202428 pos · $1.55B
- 13F HOLDINGS REPORTQ/E Sep 202429 pos · $2.30B
- 13F HOLDINGS REPORTQ/E Jun 202430 pos · $2.89B
- 13F HOLDINGS REPORTQ/E Mar 20240 pos · $3.58B
- 13F HOLDINGS REPORTQ/E Dec 202330 pos · $3.85B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |