Filed: 8/14/2025ACC: 0000899140-25-000971
📋 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 $2.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$2.39B
Total AUM (reported)
150.41M
Total Shares
Allocation by class
CL A$864.79M36.2%
COM$749.93M31.4%
COM CL A$573.70M24.0%
COM NEW$137.11M5.7%
SPONSORED ADS$55.93M2.3%
SHS$10.08M0.4%
Portfolio Concentration
Top 3$1.20B50.2%
4–10$924.85M38.7%
11–25$253.72M10.6%
Rest$11.30M0.5%
Top 3 weight
50.2%
Top 10 weight
88.9%
Voting Authority Distribution
Total shares with voting rights: 150.41M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
150.41M
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:
HINGE HEALTH INC
DFNDShares11.03M
TypeSH
Market value$570.78M
23.87%
Sole
0.00
Shared
11.03M
None
0.00
COREWEAVE INC
DFNDShares2.23M
TypeSH
Market value$363.51M
15.20%
Sole
0.00
Shared
2.23M
None
0.00
UDEMY INC
DFNDShares38.03M
TypeSH
Market value$267.37M
11.18%
Sole
0.00
Shared
38.03M
None
0.00
SENTINELONE INC
DFNDShares11.43M
TypeSH
Market value$208.85M
8.73%
Sole
0.00
Shared
11.43M
None
0.00
E2OPEN PARENT HOLDINGS INC
DFNDShares49.83M
TypeSH
Market value$160.95M
6.73%
Sole
0.00
Shared
49.83M
None
0.00
THE REAL BROKERAGE INC
DFNDShares30.40M
TypeSH
Market value$137.11M
5.73%
Sole
0.00
Shared
30.40M
None
0.00
NCINO INC
DFNDShares4.46M
TypeSH
Market value$124.71M
5.21%
Sole
0.00
Shared
4.46M
None
0.00
MICROSOFT CORP
DFNDShares228.43K
TypeSH
Market value$113.62M
4.75%
Sole
0.00
Shared
228.43K
None
0.00
AMAZON COM INC
DFNDShares450.40K
TypeSH
Market value$98.81M
4.13%
Sole
0.00
Shared
450.40K
None
0.00
NVIDIA CORPORATION
DFNDShares511.40K
TypeSH
Market value$80.80M
3.38%
Sole
0.00
Shared
511.40K
None
0.00
META PLATFORMS INC
DFNDShares84.94K
TypeSH
Market value$62.69M
2.62%
Sole
0.00
Shared
84.94K
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares246.93K
TypeSH
Market value$55.93M
2.34%
Sole
0.00
Shared
246.93K
None
0.00
APPFOLIO INC
DFNDShares152.60K
TypeSH
Market value$35.14M
1.47%
Sole
0.00
Shared
152.60K
None
0.00
BROADCOM INC
DFNDShares52.71K
TypeSH
Market value$14.53M
0.61%
Sole
0.00
Shared
52.71K
None
0.00
MONGODB INC
DFNDShares61K
TypeSH
Market value$12.81M
0.54%
Sole
0.00
Shared
61K
None
0.00
NETFLIX
DFNDShares8.80K
TypeSH
Market value$11.78M
0.49%
Sole
0.00
Shared
8.80K
None
0.00
SERVICENOW INC
DFNDShares10.40K
TypeSH
Market value$10.69M
0.45%
Sole
0.00
Shared
10.40K
None
0.00
SYNOPSYS INC
DFNDShares18.50K
TypeSH
Market value$9.48M
0.40%
Sole
0.00
Shared
18.50K
None
0.00
INTUIT
DFNDShares11.40K
TypeSH
Market value$8.98M
0.38%
Sole
0.00
Shared
11.40K
None
0.00
ZSCALER INC
DFNDShares19.50K
TypeSH
Market value$6.12M
0.26%
Sole
0.00
Shared
19.50K
None
0.00
SPOTIFY TECHNOLOGY SA
DFNDShares7.30K
TypeSH
Market value$5.60M
0.23%
Sole
0.00
Shared
7.30K
None
0.00
VISA
DFNDShares15.30K
TypeSH
Market value$5.43M
0.23%
Sole
0.00
Shared
15.30K
None
0.00
ATLASSIAN CORPORATION
DFNDShares24.40K
TypeSH
Market value$4.96M
0.21%
Sole
0.00
Shared
24.40K
None
0.00
APPLOVIN CORP
DFNDShares13.90K
TypeSH
Market value$4.87M
0.20%
Sole
0.00
Shared
13.90K
None
0.00
OKTA INC
DFNDShares47.05K
TypeSH
Market value$4.70M
0.20%
Sole
0.00
Shared
47.05K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HINGE HEALTH INCDFND | CL A | 11.03M | SH | $570.78M 23.87% | 0.00 | 11.03M | 0.00 |
COREWEAVE INCDFND | COM CL A | 2.23M | SH | $363.51M 15.20% | 0.00 | 2.23M | 0.00 |
UDEMY INCDFND | COM | 38.03M | SH | $267.37M 11.18% | 0.00 | 38.03M | 0.00 |
SENTINELONE INCDFND | CL A | 11.43M | SH | $208.85M 8.73% | 0.00 | 11.43M | 0.00 |
E2OPEN PARENT HOLDINGS INCDFND | COM CL A | 49.83M | SH | $160.95M 6.73% | 0.00 | 49.83M | 0.00 |
THE REAL BROKERAGE INCDFND | COM NEW | 30.40M | SH | $137.11M 5.73% | 0.00 | 30.40M | 0.00 |
NCINO INCDFND | COM | 4.46M | SH | $124.71M 5.21% | 0.00 | 4.46M | 0.00 |
MICROSOFT CORPDFND | COM | 228.43K | SH | $113.62M 4.75% | 0.00 | 228.43K | 0.00 |
AMAZON COM INCDFND | COM | 450.40K | SH | $98.81M 4.13% | 0.00 | 450.40K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 511.40K | SH | $80.80M 3.38% | 0.00 | 511.40K | 0.00 |
META PLATFORMS INCDFND | CL A | 84.94K | SH | $62.69M 2.62% | 0.00 | 84.94K | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 246.93K | SH | $55.93M 2.34% | 0.00 | 246.93K | 0.00 |
APPFOLIO INCDFND | COM CL A | 152.60K | SH | $35.14M 1.47% | 0.00 | 152.60K | 0.00 |
BROADCOM INCDFND | COM | 52.71K | SH | $14.53M 0.61% | 0.00 | 52.71K | 0.00 |
MONGODB INCDFND | CL A | 61K | SH | $12.81M 0.54% | 0.00 | 61K | 0.00 |
NETFLIXDFND | COM | 8.80K | SH | $11.78M 0.49% | 0.00 | 8.80K | 0.00 |
SERVICENOW INCDFND | COM | 10.40K | SH | $10.69M 0.45% | 0.00 | 10.40K | 0.00 |
SYNOPSYS INCDFND | COM | 18.50K | SH | $9.48M 0.40% | 0.00 | 18.50K | 0.00 |
INTUITDFND | COM | 11.40K | SH | $8.98M 0.38% | 0.00 | 11.40K | 0.00 |
ZSCALER INCDFND | COM | 19.50K | SH | $6.12M 0.26% | 0.00 | 19.50K | 0.00 |
SPOTIFY TECHNOLOGY SADFND | SHS | 7.30K | SH | $5.60M 0.23% | 0.00 | 7.30K | 0.00 |
VISADFND | COM CL A | 15.30K | SH | $5.43M 0.23% | 0.00 | 15.30K | 0.00 |
ATLASSIAN CORPORATIONDFND | CL A | 24.40K | SH | $4.96M 0.21% | 0.00 | 24.40K | 0.00 |
APPLOVIN CORPDFND | COM CL A | 13.90K | SH | $4.87M 0.20% | 0.00 | 13.90K | 0.00 |
OKTA INCDFND | CL A | 47.05K | SH | $4.70M 0.20% | 0.00 | 47.05K | 0.00 |
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