Q3 2025 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2025-11-14 · accession 0000899140-25-001295
$1.62B
Reported value
27
Positions
2025-09-30
Period end
The Brief · Insight Holdings Group, LLC · Q3 2025
AI · grounded in 13F
Insight Holdings Group, LLC established a new position in HINGE HEALTH INC HNGE valued at $541.3M. The fund also initiated new stakes in UDEMY INC 7WH for $266.6M and SENTINELONE INC S for $148.4M. Additional new positions include MICROSOFT CORP MSFT, NVIDIA CORPORATION NVDA, and AMAZON COM INC AMZN.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 433313103 | HNGE | HINGE HEALTH INC | $541.3M | 33.4% | 11,029,604 | Common | SOLE |
| 902685106 | 7WH | UDEMY INC | $266.6M | 16.5% | 38,032,260 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $148.4M | 9.16% | 8,425,026 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $112.6M | 6.95% | 217,430 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $87.0M | 5.37% | 466,200 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $78.8M | 4.86% | 358,700 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $62.4M | 3.85% | 84,940 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $59.5M | 3.67% | 213,030 | Common | SOLE |
| 86384P109 | STUB | STUBHUB HLDGS INC | $57.9M | 3.57% | 3,437,380 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $42.1M | 2.60% | 152,600 | Common | SOLE |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $31.9M | 1.97% | 7,623,461 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $21.1M | 1.30% | 86,900 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $17.4M | 1.07% | 52,710 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $14.4M | 0.89% | 46,400 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $12.1M | 0.75% | 16,900 | Common | SOLE |
| 68389X105 | ORCL | ORACLE | $9.8M | 0.60% | 34,800 | Common | SOLE |
| 79589L106 | IOT | SAMSARA INC | $7.7M | 0.48% | 207,200 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $6.2M | 0.38% | 12,500 | Common | SOLE |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $5.9M | 0.37% | 989,054 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MARKETS | $5.8M | 0.36% | 40,500 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS | $5.3M | 0.33% | 26,000 | Common | SOLE |
| 92826C839 | V | VISA | $5.2M | 0.32% | 15,300 | Common | SOLE |
| 461202103 | INTU | INTUIT | $5.2M | 0.32% | 7,600 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY SA | $5.1M | 0.31% | 7,300 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE | $4.0M | 0.25% | 175,000 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $3.9M | 0.24% | 24,400 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $2.6M | 0.16% | 12,000 | Common | SOLE |
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.