Insight Holdings Group as of June 30, 2025
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 28 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hinge Health Cl A (HNGE) | 23.9 | $571M | 11M | 51.75 | |
| Coreweave Com Cl A (CRWV) | 15.2 | $364M | 2.2M | 163.06 | |
| Udemy (UDMY) | 11.2 | $267M | 38M | 7.03 | |
| Sentinelone Cl A (S) | 8.7 | $209M | 11M | 18.28 | |
| E2open Parent Holdings Com Cl A (ETWO) | 6.7 | $161M | 50M | 3.23 | |
| The Real Brokerage Com New (REAX) | 5.7 | $137M | 30M | 4.51 | |
| Ncino (NCNO) | 5.2 | $125M | 4.5M | 27.97 | |
| Microsoft Corporation (MSFT) | 4.8 | $114M | 228k | 497.41 | |
| Amazon (AMZN) | 4.1 | $99M | 450k | 219.39 | |
| NVIDIA Corporation (NVDA) | 3.4 | $81M | 511k | 157.99 | |
| Meta Platforms Cl A (META) | 2.6 | $63M | 85k | 738.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.3 | $56M | 247k | 226.49 | |
| Appfolio Com Cl A (APPF) | 1.5 | $35M | 153k | 230.28 | |
| Broadcom (AVGO) | 0.6 | $15M | 53k | 275.65 | |
| Mongodb Cl A (MDB) | 0.5 | $13M | 61k | 209.99 | |
| Netflix (NFLX) | 0.5 | $12M | 8.8k | 1339.13 | |
| Servicenow (NOW) | 0.4 | $11M | 10k | 1028.08 | |
| Synopsys (SNPS) | 0.4 | $9.5M | 19k | 512.68 | |
| Intuit (INTU) | 0.4 | $9.0M | 11k | 787.63 | |
| Zscaler Incorporated (ZS) | 0.3 | $6.1M | 20k | 313.94 | |
| Spotify Technology Sa SHS (SPOT) | 0.2 | $5.6M | 7.3k | 767.34 | |
| Visa Com Cl A (V) | 0.2 | $5.4M | 15k | 355.05 | |
| Atlassian Corporation Cl A (TEAM) | 0.2 | $5.0M | 24k | 203.09 | |
| Applovin Corp Com Cl A (APP) | 0.2 | $4.9M | 14k | 350.08 | |
| Okta Cl A (OKTA) | 0.2 | $4.7M | 47k | 99.97 | |
| Cyberark Software SHS (CYBR) | 0.2 | $4.5M | 11k | 406.88 | |
| Robinhood Markets Com Cl A (HOOD) | 0.2 | $3.8M | 41k | 93.63 | |
| Kyverna Therapeutics (KYTX) | 0.1 | $3.0M | 989k | 3.07 |
