Insight Holdings Group as of Sept. 30, 2025
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 27 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hinge Health Cl A (HNGE) | 33.4 | $541M | 11M | 49.08 | |
| Udemy (UDMY) | 16.5 | $267M | 38M | 7.01 | |
| Sentinelone Cl A (S) | 9.2 | $148M | 8.4M | 17.61 | |
| Microsoft Corporation (MSFT) | 7.0 | $113M | 217k | 517.95 | |
| NVIDIA Corporation (NVDA) | 5.4 | $87M | 466k | 186.58 | |
| Amazon (AMZN) | 4.9 | $79M | 359k | 219.57 | |
| Meta Platforms Cl A (META) | 3.9 | $62M | 85k | 734.38 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.7 | $60M | 213k | 279.29 | |
| Stubhub Hldgs Cl A (STUB) | 3.6 | $58M | 3.4M | 16.84 | |
| Appfolio Com Cl A (APPF) | 2.6 | $42M | 153k | 275.66 | |
| The Real Brokerage Com New (REAX) | 2.0 | $32M | 7.6M | 4.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $21M | 87k | 243.10 | |
| Broadcom (AVGO) | 1.1 | $17M | 53k | 329.91 | |
| Mongodb Cl A (MDB) | 0.9 | $14M | 46k | 310.38 | |
| Applovin Corp Com Cl A (APP) | 0.7 | $12M | 17k | 718.54 | |
| Oracle Corporation (ORCL) | 0.6 | $9.8M | 35k | 281.24 | |
| Samsara Com Cl A (IOT) | 0.5 | $7.7M | 207k | 37.25 | |
| Synopsys (SNPS) | 0.4 | $6.2M | 13k | 493.39 | |
| Kyverna Therapeutics (KYTX) | 0.4 | $5.9M | 989k | 6.00 | |
| Robinhood Markets Com Cl A (HOOD) | 0.4 | $5.8M | 41k | 143.18 | |
| Palo Alto Networks (PANW) | 0.3 | $5.3M | 26k | 203.62 | |
| Visa Com Cl A (V) | 0.3 | $5.2M | 15k | 341.38 | |
| Intuit (INTU) | 0.3 | $5.2M | 7.6k | 682.91 | |
| Spotify Technology Sa SHS (SPOT) | 0.3 | $5.1M | 7.3k | 698.00 | |
| Netskope Cl A (NTSK) | 0.2 | $4.0M | 175k | 22.73 | |
| Atlassian Corporation Cl A (TEAM) | 0.2 | $3.9M | 24k | 159.70 | |
| Cloudflare Cl A Com (NET) | 0.2 | $2.6M | 12k | 214.59 |
