Q2 2025 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2025-08-14 · accession 0000899140-25-000971
$2.39B
Reported value
28
Positions
2025-06-30
Period end
The Brief · Insight Holdings Group, LLC · Q2 2025
AI · grounded in 13F
Insight Holdings Group, LLC established a new position in HINGE HEALTH INC HNGE valued at $570.8M. The fund also initiated stakes in COREWEAVE INC for $363.5M and UDEMY INC 7WH for $267.4M. Additional new positions include SENTINELONE INC S at $208.8M and E2OPEN PARENT HOLDINGS INC ETWOGBP at $161M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 433313103 | HNGE | HINGE HEALTH INC | $570.8M | 23.9% | 11,029,604 | Common | SHARED |
| 21873s108 | — | COREWEAVE INC | $363.5M | 15.2% | 2,229,328 | Common | SHARED |
| 902685106 | 7WH | UDEMY INC | $267.4M | 11.2% | 38,032,260 | Common | SHARED |
| 81730H109 | S | SENTINELONE INC | $208.8M | 8.73% | 11,425,026 | Common | SHARED |
| 29788T103 | ETWOGBP | E2OPEN PARENT HOLDINGS INC | $161.0M | 6.73% | 49,831,007 | Common | SHARED |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $137.1M | 5.73% | 30,401,595 | Common | SHARED |
| 63947X101 | NCNO | NCINO INC | $124.7M | 5.21% | 4,458,591 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $113.6M | 4.75% | 228,430 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $98.8M | 4.13% | 450,400 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $80.8M | 3.38% | 511,400 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $62.7M | 2.62% | 84,940 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $55.9M | 2.34% | 246,930 | Common | SHARED |
| 03783C100 | APPF | APPFOLIO INC | $35.1M | 1.47% | 152,600 | Common | SHARED |
| 11135F101 | AVGO | BROADCOM INC | $14.5M | 0.61% | 52,710 | Common | SHARED |
| 60937P106 | MDB | MONGODB INC | $12.8M | 0.54% | 61,000 | Common | SHARED |
| 64110L106 | NFLX | NETFLIX | $11.8M | 0.49% | 8,800 | Common | SHARED |
| 81762P102 | NOW | SERVICENOW INC | $10.7M | 0.45% | 10,400 | Common | SHARED |
| 871607107 | SNPS | SYNOPSYS INC | $9.5M | 0.40% | 18,500 | Common | SHARED |
| 461202103 | INTU | INTUIT | $9.0M | 0.38% | 11,400 | Common | SHARED |
| 98980G102 | ZS | ZSCALER INC | $6.1M | 0.26% | 19,500 | Common | SHARED |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY SA | $5.6M | 0.23% | 7,300 | Common | SHARED |
| 92826C839 | V | VISA | $5.4M | 0.23% | 15,300 | Common | SHARED |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $5.0M | 0.21% | 24,400 | Common | SHARED |
| 03831W108 | APP | APPLOVIN CORP | $4.9M | 0.20% | 13,900 | Common | SHARED |
| 679295105 | OKTA | OKTA INC | $4.7M | 0.20% | 47,050 | Common | SHARED |
| M2682V108 | CYBR | CYBERARK SOFTWARE | $4.5M | 0.19% | 11,000 | Common | SHARED |
| 770700102 | HOOD | ROBINHOOD MARKETS | $3.8M | 0.16% | 40,500 | Common | SHARED |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $3.0M | 0.13% | 989,054 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.