Q4 2025 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2026-02-17 · accession 0000899140-26-000238
$1.34B
Reported value
30
Positions
2025-12-31
Period end
The Brief · Insight Holdings Group, LLC · Q4 2025
AI · grounded in 13F
Insight Holdings Group, LLC closed its position in SentinelOne Inc S, reducing its exposure by $148.36M. The fund established new positions in Apple Inc AAPL for $14.39M, Shopify Inc SHOP for $4.59M, and Constellation Energy Corp CEG for $4.55M. Additionally, the fund increased its holdings in Alphabet Inc GOOGL by 226.5% and Nvidia Corporation NVDA by 17.9%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 433313103 | HNGE | HINGE HEALTH INC | $435.5M | 32.6% | 9,375,164 | Common | SOLE |
| 902685106 | 7WH | UDEMY INC | $222.5M | 16.6% | 38,032,260 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $102.5M | 7.67% | 549,640 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $88.8M | 6.64% | 283,760 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $88.4M | 6.61% | 182,705 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $81.6M | 6.10% | 353,670 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $68.4M | 5.12% | 225,225 | Common | SOLE |
| 86384P109 | STUB | STUBHUB HLDGS INC | $46.5M | 3.48% | 3,437,380 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $36.8M | 2.75% | 55,695 | Common | SOLE |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $25.4M | 1.90% | 6,968,725 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $20.8M | 1.55% | 60,010 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $14.4M | 1.08% | 52,940 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $10.4M | 0.78% | 44,550 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS | $9.5M | 0.71% | 51,705 | Common | SOLE |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $9.3M | 0.70% | 989,054 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $8.6M | 0.64% | 20,390 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $8.3M | 0.62% | 12,260 | Common | SOLE |
| 92826C839 | V | VISA | $7.2M | 0.53% | 20,395 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $7.1M | 0.53% | 15,170 | Common | SOLE |
| 79589L106 | IOT | SAMSARA INC | $6.6M | 0.49% | 186,640 | Common | SOLE |
| 770700102 | HOOD | ROBINHOOD MARKETS | $4.7M | 0.35% | 41,715 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $4.6M | 0.34% | 28,530 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $4.5M | 0.34% | 12,875 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY SA | $4.4M | 0.33% | 7,520 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $3.9M | 0.29% | 104,545 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $3.7M | 0.27% | 8,140 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES | $3.6M | 0.27% | 16,585 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $3.2M | 0.24% | 19,780 | Common | SOLE |
| 15101Q207 | CLS | CELESTICA | $3.2M | 0.24% | 10,815 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE | $3.1M | 0.23% | 175,000 | 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.