Filed: 5/15/2025ACC: 0000899140-25-000665
📋 What this filing means
INSIGHT HOLDINGS GROUP, LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $1.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$1.29B
Total AUM (reported)
140.87M
Total Shares
Allocation by class
COM$706.61M54.7%
CL A$301.70M23.4%
COM NEW$138.59M10.7%
COM CL A$105.30M8.2%
SPONSORED ADS$35.91M2.8%
SHS$3.14M0.2%
Portfolio Concentration
Top 3$641.43M49.7%
4–10$531.22M41.1%
11–25$118.60M9.2%
Top 3 weight
49.7%
Top 10 weight
90.8%
Voting Authority Distribution
Total shares with voting rights: 140.87M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
140.87M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other25
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings25
Rows:
UDEMY INC
DFNDShares38.03M
TypeSH
Market value$295.13M
22.86%
Sole
0.00
Shared
38.03M
None
0.00
SENTINELONE INC
DFNDShares11.43M
TypeSH
Market value$207.71M
16.09%
Sole
0.00
Shared
11.43M
None
0.00
THE REAL BROKERAGE INC
DFNDShares34.13M
TypeSH
Market value$138.59M
10.73%
Sole
0.00
Shared
34.13M
None
0.00
NCINO INC
DFNDShares4.46M
TypeSH
Market value$122.48M
9.49%
Sole
0.00
Shared
4.46M
None
0.00
E2OPEN PARENT HOLDINGS INC
DFNDShares49.83M
TypeSH
Market value$99.66M
7.72%
Sole
0.00
Shared
49.83M
None
0.00
MICROSOFT CORP
DFNDShares225.73K
TypeSH
Market value$84.74M
6.56%
Sole
0.00
Shared
225.73K
None
0.00
AMAZON COM INC
DFNDShares393.30K
TypeSH
Market value$74.83M
5.80%
Sole
0.00
Shared
393.30K
None
0.00
META PLATFORMS INC
DFNDShares100.94K
TypeSH
Market value$58.18M
4.51%
Sole
0.00
Shared
100.94K
None
0.00
NVIDIA CORPORATION
DFNDShares511.40K
TypeSH
Market value$55.43M
4.29%
Sole
0.00
Shared
511.40K
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares216.33K
TypeSH
Market value$35.91M
2.78%
Sole
0.00
Shared
216.33K
None
0.00
SYNOPSYS INC
DFNDShares63.50K
TypeSH
Market value$27.23M
2.11%
Sole
0.00
Shared
63.50K
None
0.00
APPLE INC
DFNDShares112.37K
TypeSH
Market value$24.96M
1.93%
Sole
0.00
Shared
112.37K
None
0.00
ATLASSIAN CORPORATION
DFNDShares83.70K
TypeSH
Market value$17.76M
1.38%
Sole
0.00
Shared
83.70K
None
0.00
INTUIT
DFNDShares9.90K
TypeSH
Market value$6.08M
0.47%
Sole
0.00
Shared
9.90K
None
0.00
SERVICENOW INC
DFNDShares6.90K
TypeSH
Market value$5.49M
0.43%
Sole
0.00
Shared
6.90K
None
0.00
OKTA INC
DFNDShares47.05K
TypeSH
Market value$4.95M
0.38%
Sole
0.00
Shared
47.05K
None
0.00
ZOOM COMMUNICATIONS INC
DFNDShares65.90K
TypeSH
Market value$4.86M
0.38%
Sole
0.00
Shared
65.90K
None
0.00
BROADCOM INC
DFNDShares26.71K
TypeSH
Market value$4.47M
0.35%
Sole
0.00
Shared
26.71K
None
0.00
MONGODB INC
DFNDShares25K
TypeSH
Market value$4.38M
0.34%
Sole
0.00
Shared
25K
None
0.00
ZSCALER INC
DFNDShares19.50K
TypeSH
Market value$3.87M
0.30%
Sole
0.00
Shared
19.50K
None
0.00
WORKDAY
DFNDShares16.50K
TypeSH
Market value$3.85M
0.30%
Sole
0.00
Shared
16.50K
None
0.00
APPLOVIN CORP
DFNDShares13.90K
TypeSH
Market value$3.68M
0.29%
Sole
0.00
Shared
13.90K
None
0.00
SPOTIFY TECHNOLOGY SA
DFNDShares5.70K
TypeSH
Market value$3.14M
0.24%
Sole
0.00
Shared
5.70K
None
0.00
SAMSARA INC
DFNDShares51K
TypeSH
Market value$1.95M
0.15%
Sole
0.00
Shared
51K
None
0.00
KYVERNA THERAPEUTICS INC
DFNDShares989.05K
TypeSH
Market value$1.91M
0.15%
Sole
0.00
Shared
989.05K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UDEMY INCDFND | COM | 38.03M | SH | $295.13M 22.86% | 0.00 | 38.03M | 0.00 |
SENTINELONE INCDFND | CL A | 11.43M | SH | $207.71M 16.09% | 0.00 | 11.43M | 0.00 |
THE REAL BROKERAGE INCDFND | COM NEW | 34.13M | SH | $138.59M 10.73% | 0.00 | 34.13M | 0.00 |
NCINO INCDFND | COM | 4.46M | SH | $122.48M 9.49% | 0.00 | 4.46M | 0.00 |
E2OPEN PARENT HOLDINGS INCDFND | COM CL A | 49.83M | SH | $99.66M 7.72% | 0.00 | 49.83M | 0.00 |
MICROSOFT CORPDFND | COM | 225.73K | SH | $84.74M 6.56% | 0.00 | 225.73K | 0.00 |
AMAZON COM INCDFND | COM | 393.30K | SH | $74.83M 5.80% | 0.00 | 393.30K | 0.00 |
META PLATFORMS INCDFND | CL A | 100.94K | SH | $58.18M 4.51% | 0.00 | 100.94K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 511.40K | SH | $55.43M 4.29% | 0.00 | 511.40K | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 216.33K | SH | $35.91M 2.78% | 0.00 | 216.33K | 0.00 |
SYNOPSYS INCDFND | COM | 63.50K | SH | $27.23M 2.11% | 0.00 | 63.50K | 0.00 |
APPLE INCDFND | COM | 112.37K | SH | $24.96M 1.93% | 0.00 | 112.37K | 0.00 |
ATLASSIAN CORPORATIONDFND | CL A | 83.70K | SH | $17.76M 1.38% | 0.00 | 83.70K | 0.00 |
INTUITDFND | COM | 9.90K | SH | $6.08M 0.47% | 0.00 | 9.90K | 0.00 |
SERVICENOW INCDFND | COM | 6.90K | SH | $5.49M 0.43% | 0.00 | 6.90K | 0.00 |
OKTA INCDFND | CL A | 47.05K | SH | $4.95M 0.38% | 0.00 | 47.05K | 0.00 |
ZOOM COMMUNICATIONS INCDFND | CL A | 65.90K | SH | $4.86M 0.38% | 0.00 | 65.90K | 0.00 |
BROADCOM INCDFND | COM | 26.71K | SH | $4.47M 0.35% | 0.00 | 26.71K | 0.00 |
MONGODB INCDFND | CL A | 25K | SH | $4.38M 0.34% | 0.00 | 25K | 0.00 |
ZSCALER INCDFND | COM | 19.50K | SH | $3.87M 0.30% | 0.00 | 19.50K | 0.00 |
WORKDAYDFND | CL A | 16.50K | SH | $3.85M 0.30% | 0.00 | 16.50K | 0.00 |
APPLOVIN CORPDFND | COM CL A | 13.90K | SH | $3.68M 0.29% | 0.00 | 13.90K | 0.00 |
SPOTIFY TECHNOLOGY SADFND | SHS | 5.70K | SH | $3.14M 0.24% | 0.00 | 5.70K | 0.00 |
SAMSARA INCDFND | COM CL A | 51K | SH | $1.95M 0.15% | 0.00 | 51K | 0.00 |
KYVERNA THERAPEUTICS INCDFND | COM | 989.05K | SH | $1.91M 0.15% | 0.00 | 989.05K | 0.00 |