Filed: 11/14/2025ACC: 0000899140-25-001295
📋 What this filing means
INSIGHT HOLDINGS GROUP, LLC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $1.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$1.62B
Total AUM (reported)
71.80M
Total Shares
Allocation by class
CL A$832.24M51.4%
COM$594.73M36.7%
COM CL A$72.95M4.5%
SPONSORED ADS$59.50M3.7%
COM NEW$31.87M2.0%
CAP STK CL A$21.13M1.3%
SHS$5.10M0.3%
Portfolio Concentration
Top 3$956.30M59.0%
4–10$500.19M30.9%
11–25$157.11M9.7%
Rest$6.47M0.4%
Top 3 weight
59.0%
Top 10 weight
89.9%
Voting Authority Distribution
Total shares with voting rights: 71.80M
Sole
Full voting authority
71.80M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other27
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
HINGE HEALTH INC
DFNDShares11.03M
TypeSH
Market value$541.33M
33.41%
Sole
11.03M
Shared
0.00
None
0.00
UDEMY INC
DFNDShares38.03M
TypeSH
Market value$266.61M
16.46%
Sole
38.03M
Shared
0.00
None
0.00
SENTINELONE INC
DFNDShares8.43M
TypeSH
Market value$148.36M
9.16%
Sole
8.43M
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares217.43K
TypeSH
Market value$112.62M
6.95%
Sole
217.43K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares466.20K
TypeSH
Market value$86.98M
5.37%
Sole
466.20K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares358.70K
TypeSH
Market value$78.76M
4.86%
Sole
358.70K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares84.94K
TypeSH
Market value$62.38M
3.85%
Sole
84.94K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares213.03K
TypeSH
Market value$59.50M
3.67%
Sole
213.03K
Shared
0.00
None
0.00
STUBHUB HLDGS INC
DFNDShares3.44M
TypeSH
Market value$57.89M
3.57%
Sole
3.44M
Shared
0.00
None
0.00
APPFOLIO INC
DFNDShares152.60K
TypeSH
Market value$42.07M
2.60%
Sole
152.60K
Shared
0.00
None
0.00
THE REAL BROKERAGE INC
DFNDShares7.62M
TypeSH
Market value$31.87M
1.97%
Sole
7.62M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares86.90K
TypeSH
Market value$21.13M
1.30%
Sole
86.90K
Shared
0.00
None
0.00
BROADCOM INC
DFNDShares52.71K
TypeSH
Market value$17.39M
1.07%
Sole
52.71K
Shared
0.00
None
0.00
MONGODB INC
DFNDShares46.40K
TypeSH
Market value$14.40M
0.89%
Sole
46.40K
Shared
0.00
None
0.00
APPLOVIN CORP
DFNDShares16.90K
TypeSH
Market value$12.14M
0.75%
Sole
16.90K
Shared
0.00
None
0.00
ORACLE
DFNDShares34.80K
TypeSH
Market value$9.79M
0.60%
Sole
34.80K
Shared
0.00
None
0.00
SAMSARA INC
DFNDShares207.20K
TypeSH
Market value$7.72M
0.48%
Sole
207.20K
Shared
0.00
None
0.00
SYNOPSYS INC
DFNDShares12.50K
TypeSH
Market value$6.17M
0.38%
Sole
12.50K
Shared
0.00
None
0.00
KYVERNA THERAPEUTICS INC
DFNDShares989.05K
TypeSH
Market value$5.93M
0.37%
Sole
989.05K
Shared
0.00
None
0.00
ROBINHOOD MARKETS
DFNDShares40.50K
TypeSH
Market value$5.80M
0.36%
Sole
40.50K
Shared
0.00
None
0.00
PALO ALTO NETWORKS
DFNDShares26K
TypeSH
Market value$5.29M
0.33%
Sole
26K
Shared
0.00
None
0.00
VISA
DFNDShares15.30K
TypeSH
Market value$5.22M
0.32%
Sole
15.30K
Shared
0.00
None
0.00
INTUIT
DFNDShares7.60K
TypeSH
Market value$5.19M
0.32%
Sole
7.60K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY SA
DFNDShares7.30K
TypeSH
Market value$5.10M
0.31%
Sole
7.30K
Shared
0.00
None
0.00
NETSKOPE
DFNDShares175K
TypeSH
Market value$3.98M
0.25%
Sole
175K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HINGE HEALTH INCDFND | CL A | 11.03M | SH | $541.33M 33.41% | 11.03M | 0.00 | 0.00 |
UDEMY INCDFND | COM | 38.03M | SH | $266.61M 16.46% | 38.03M | 0.00 | 0.00 |
SENTINELONE INCDFND | CL A | 8.43M | SH | $148.36M 9.16% | 8.43M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 217.43K | SH | $112.62M 6.95% | 217.43K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 466.20K | SH | $86.98M 5.37% | 466.20K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 358.70K | SH | $78.76M 4.86% | 358.70K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 84.94K | SH | $62.38M 3.85% | 84.94K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 213.03K | SH | $59.50M 3.67% | 213.03K | 0.00 | 0.00 |
STUBHUB HLDGS INCDFND | CL A | 3.44M | SH | $57.89M 3.57% | 3.44M | 0.00 | 0.00 |
APPFOLIO INCDFND | COM CL A | 152.60K | SH | $42.07M 2.60% | 152.60K | 0.00 | 0.00 |
THE REAL BROKERAGE INCDFND | COM NEW | 7.62M | SH | $31.87M 1.97% | 7.62M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 86.90K | SH | $21.13M 1.30% | 86.90K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 52.71K | SH | $17.39M 1.07% | 52.71K | 0.00 | 0.00 |
MONGODB INCDFND | CL A | 46.40K | SH | $14.40M 0.89% | 46.40K | 0.00 | 0.00 |
APPLOVIN CORPDFND | COM CL A | 16.90K | SH | $12.14M 0.75% | 16.90K | 0.00 | 0.00 |
ORACLEDFND | COM | 34.80K | SH | $9.79M 0.60% | 34.80K | 0.00 | 0.00 |
SAMSARA INCDFND | COM CL A | 207.20K | SH | $7.72M 0.48% | 207.20K | 0.00 | 0.00 |
SYNOPSYS INCDFND | COM | 12.50K | SH | $6.17M 0.38% | 12.50K | 0.00 | 0.00 |
KYVERNA THERAPEUTICS INCDFND | COM | 989.05K | SH | $5.93M 0.37% | 989.05K | 0.00 | 0.00 |
ROBINHOOD MARKETSDFND | COM CL A | 40.50K | SH | $5.80M 0.36% | 40.50K | 0.00 | 0.00 |
PALO ALTO NETWORKSDFND | COM | 26K | SH | $5.29M 0.33% | 26K | 0.00 | 0.00 |
VISADFND | COM CL A | 15.30K | SH | $5.22M 0.32% | 15.30K | 0.00 | 0.00 |
INTUITDFND | COM | 7.60K | SH | $5.19M 0.32% | 7.60K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY SADFND | SHS | 7.30K | SH | $5.10M 0.31% | 7.30K | 0.00 | 0.00 |
NETSKOPEDFND | CL A | 175K | SH | $3.98M 0.25% | 175K | 0.00 | 0.00 |
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