Filed: 2/14/2025ACC: 0000899140-25-000303
📋 What this filing means
INSIGHT HOLDINGS GROUP, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $1.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$1.55B
Total AUM (reported)
141.03M
Total Shares
Allocation by class
COM$818.71M53.0%
CL A$358.79M23.2%
COM NEW$157.02M10.2%
COM CL A$137.83M8.9%
SPONSORED ADS$40.25M2.6%
CAP STK CL A$30.61M2.0%
SHS$2.55M0.2%
Portfolio Concentration
Top 3$723.66M46.8%
4–10$625.11M40.4%
11–25$193.12M12.5%
Rest$3.98M0.3%
Top 3 weight
46.8%
Top 10 weight
87.3%
Voting Authority Distribution
Total shares with voting rights: 141.03M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
141.03M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other28
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings28
Rows:
UDEMY INC
DFNDShares38.03M
TypeSH
Market value$313.01M
20.25%
Sole
0.00
Shared
38.03M
None
0.00
SENTINELONE INC
DFNDShares11.43M
TypeSH
Market value$253.64M
16.41%
Sole
0.00
Shared
11.43M
None
0.00
THE REAL BROKERAGE INC
DFNDShares34.13M
TypeSH
Market value$157.02M
10.16%
Sole
0.00
Shared
34.13M
None
0.00
NCINO INC
DFNDShares4.51M
TypeSH
Market value$151.56M
9.80%
Sole
0.00
Shared
4.51M
None
0.00
E2OPEN PARENT HOLDINGS INC
DFNDShares49.83M
TypeSH
Market value$132.55M
8.57%
Sole
0.00
Shared
49.83M
None
0.00
MICROSOFT CORP
DFNDShares226.43K
TypeSH
Market value$95.44M
6.17%
Sole
0.00
Shared
226.43K
None
0.00
AMAZON COM INC
DFNDShares409.90K
TypeSH
Market value$89.93M
5.82%
Sole
0.00
Shared
409.90K
None
0.00
NVIDIA CORPORATION
DFNDShares427.10K
TypeSH
Market value$57.36M
3.71%
Sole
0.00
Shared
427.10K
None
0.00
META PLATFORMS INC
DFNDShares97.24K
TypeSH
Market value$56.93M
3.68%
Sole
0.00
Shared
97.24K
None
0.00
APPLE INC
DFNDShares165.07K
TypeSH
Market value$41.34M
2.67%
Sole
0.00
Shared
165.07K
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares203.83K
TypeSH
Market value$40.25M
2.60%
Sole
0.00
Shared
203.83K
None
0.00
SERVICENOW INC
DFNDShares31.80K
TypeSH
Market value$33.71M
2.18%
Sole
0.00
Shared
31.80K
None
0.00
ALPHABET INC
DFNDShares161.72K
TypeSH
Market value$30.61M
1.98%
Sole
0.00
Shared
161.72K
None
0.00
ATLASSIAN CORPORATION
DFNDShares120.70K
TypeSH
Market value$29.38M
1.90%
Sole
0.00
Shared
120.70K
None
0.00
SALESFORCE INC
DFNDShares49.50K
TypeSH
Market value$16.55M
1.07%
Sole
0.00
Shared
49.50K
None
0.00
SHOPIFY INC
DFNDShares67.90K
TypeSH
Market value$7.22M
0.47%
Sole
0.00
Shared
67.90K
None
0.00
INTUIT
DFNDShares9K
TypeSH
Market value$5.66M
0.37%
Sole
0.00
Shared
9K
None
0.00
ZOOM COMMUNICATIONS INC
DFNDShares65.90K
TypeSH
Market value$5.38M
0.35%
Sole
0.00
Shared
65.90K
None
0.00
BROADCOM INC
DFNDShares20.71K
TypeSH
Market value$4.80M
0.31%
Sole
0.00
Shared
20.71K
None
0.00
OKTA INC
DFNDShares47.05K
TypeSH
Market value$3.71M
0.24%
Sole
0.00
Shared
47.05K
None
0.00
SYNOPSYS INC
DFNDShares7.60K
TypeSH
Market value$3.69M
0.24%
Sole
0.00
Shared
7.60K
None
0.00
VERTIV HOLDINGS CO
DFNDShares32.20K
TypeSH
Market value$3.66M
0.24%
Sole
0.00
Shared
32.20K
None
0.00
KYVERNA THERAPEUTICS INC
DFNDShares912.91K
TypeSH
Market value$3.41M
0.22%
Sole
0.00
Shared
912.91K
None
0.00
SPOTIFY TECHNOLOGY SA
DFNDShares5.70K
TypeSH
Market value$2.55M
0.16%
Sole
0.00
Shared
5.70K
None
0.00
MONGODB INC
DFNDShares10.90K
TypeSH
Market value$2.54M
0.16%
Sole
0.00
Shared
10.90K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UDEMY INCDFND | COM | 38.03M | SH | $313.01M 20.25% | 0.00 | 38.03M | 0.00 |
SENTINELONE INCDFND | CL A | 11.43M | SH | $253.64M 16.41% | 0.00 | 11.43M | 0.00 |
THE REAL BROKERAGE INCDFND | COM NEW | 34.13M | SH | $157.02M 10.16% | 0.00 | 34.13M | 0.00 |
NCINO INCDFND | COM | 4.51M | SH | $151.56M 9.80% | 0.00 | 4.51M | 0.00 |
E2OPEN PARENT HOLDINGS INCDFND | COM CL A | 49.83M | SH | $132.55M 8.57% | 0.00 | 49.83M | 0.00 |
MICROSOFT CORPDFND | COM | 226.43K | SH | $95.44M 6.17% | 0.00 | 226.43K | 0.00 |
AMAZON COM INCDFND | COM | 409.90K | SH | $89.93M 5.82% | 0.00 | 409.90K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 427.10K | SH | $57.36M 3.71% | 0.00 | 427.10K | 0.00 |
META PLATFORMS INCDFND | CL A | 97.24K | SH | $56.93M 3.68% | 0.00 | 97.24K | 0.00 |
APPLE INCDFND | COM | 165.07K | SH | $41.34M 2.67% | 0.00 | 165.07K | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 203.83K | SH | $40.25M 2.60% | 0.00 | 203.83K | 0.00 |
SERVICENOW INCDFND | COM | 31.80K | SH | $33.71M 2.18% | 0.00 | 31.80K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 161.72K | SH | $30.61M 1.98% | 0.00 | 161.72K | 0.00 |
ATLASSIAN CORPORATIONDFND | CL A | 120.70K | SH | $29.38M 1.90% | 0.00 | 120.70K | 0.00 |
SALESFORCE INCDFND | COM | 49.50K | SH | $16.55M 1.07% | 0.00 | 49.50K | 0.00 |
SHOPIFY INCDFND | CL A | 67.90K | SH | $7.22M 0.47% | 0.00 | 67.90K | 0.00 |
INTUITDFND | COM | 9K | SH | $5.66M 0.37% | 0.00 | 9K | 0.00 |
ZOOM COMMUNICATIONS INCDFND | CL A | 65.90K | SH | $5.38M 0.35% | 0.00 | 65.90K | 0.00 |
BROADCOM INCDFND | COM | 20.71K | SH | $4.80M 0.31% | 0.00 | 20.71K | 0.00 |
OKTA INCDFND | CL A | 47.05K | SH | $3.71M 0.24% | 0.00 | 47.05K | 0.00 |
SYNOPSYS INCDFND | COM | 7.60K | SH | $3.69M 0.24% | 0.00 | 7.60K | 0.00 |
VERTIV HOLDINGS CODFND | COM CL A | 32.20K | SH | $3.66M 0.24% | 0.00 | 32.20K | 0.00 |
KYVERNA THERAPEUTICS INCDFND | COM | 912.91K | SH | $3.41M 0.22% | 0.00 | 912.91K | 0.00 |
SPOTIFY TECHNOLOGY SADFND | SHS | 5.70K | SH | $2.55M 0.16% | 0.00 | 5.70K | 0.00 |
MONGODB INCDFND | CL A | 10.90K | SH | $2.54M 0.16% | 0.00 | 10.90K | 0.00 |
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