Insight Holdings Group as of Dec. 31, 2025
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 30 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hinge Health Cl A (HNGE) | 32.6 | $436M | 9.4M | 46.45 | |
| Udemy (UDMY) | 16.6 | $223M | 38M | 5.85 | |
| NVIDIA Corporation (NVDA) | 7.7 | $103M | 550k | 186.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $89M | 284k | 313.00 | |
| Microsoft Corporation (MSFT) | 6.6 | $88M | 183k | 483.62 | |
| Amazon (AMZN) | 6.1 | $82M | 354k | 230.82 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.1 | $68M | 225k | 303.89 | |
| Stubhub Hldgs Cl A (STUB) | 3.5 | $47M | 3.4M | 13.53 | |
| Meta Platforms Cl A (META) | 2.7 | $37M | 56k | 660.09 | |
| The Real Brokerage Com New (REAX) | 1.9 | $25M | 7.0M | 3.65 | |
| Broadcom (AVGO) | 1.6 | $21M | 60k | 346.10 | |
| Apple (AAPL) | 1.1 | $14M | 53k | 271.86 | |
| Appfolio Com Cl A (APPF) | 0.8 | $10M | 45k | 232.65 | |
| Palo Alto Networks (PANW) | 0.7 | $9.5M | 52k | 184.20 | |
| Kyverna Therapeutics (KYTX) | 0.7 | $9.3M | 989k | 9.40 | |
| Mongodb Cl A (MDB) | 0.6 | $8.6M | 20k | 419.69 | |
| Applovin Corp Com Cl A (APP) | 0.6 | $8.3M | 12k | 673.82 | |
| Visa Com Cl A (V) | 0.5 | $7.2M | 20k | 350.71 | |
| Synopsys (SNPS) | 0.5 | $7.1M | 15k | 469.72 | |
| Samsara Com Cl A (IOT) | 0.5 | $6.6M | 187k | 35.45 | |
| Robinhood Markets Com Cl A (HOOD) | 0.4 | $4.7M | 42k | 113.10 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $4.6M | 29k | 160.97 | |
| Constellation Energy (CEG) | 0.3 | $4.5M | 13k | 353.27 | |
| Spotify Technology Sa SHS (SPOT) | 0.3 | $4.4M | 7.5k | 580.71 | |
| Intel Corporation (INTC) | 0.3 | $3.9M | 105k | 36.90 | |
| Tesla Motors (TSLA) | 0.3 | $3.7M | 8.1k | 449.72 | |
| Advanced Micro Devices (AMD) | 0.3 | $3.6M | 17k | 214.16 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.2 | $3.2M | 20k | 162.01 | |
| Celestica (CLS) | 0.2 | $3.2M | 11k | 295.61 | |
| Netskope Cl A (NTSK) | 0.2 | $3.1M | 175k | 17.54 |
