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CIK: 0001305473
Total reported value
$1.3B
$1.3B
28 檔
119.4%
At the close of Q2 2025, Insight Holdings Group, LLC disclosed equity holdings valued at approximately $1.3B, spread across 28 reported holdings.
In Q2 2025, Insight Holdings Group, LLC displayed an active expansion posture, initiating 7 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HNGE | Hinge Health Inc-a | Stock-Other | 23.87% | -25.37% | EXIT | |
| 2 | ✓ | Stock-Other | 15.20% | — | — | ||
| 3 | 7WH | Udemy Inc | Stock-Other | 11.18% | -12.33% | EXIT | |
| 4 | S | Sentinelone Inc -class A | Stock-Tech | 8.73% | — | — | |
| 5 | ETWOGBP | E2open Parent Holdings Inc | Stock-Other | 6.73% | — | — | |
| 6 | REAX | Real Brokerage Inc/the | Stock-Other | 5.73% | -0.26% | -10.94% | |
| 7 | NCNO | Ncino Inc | Stock-Other | 5.21% | — | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.75% | -1.80% | EXIT | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.13% | +1.65% | +14.52% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.38% | +1.58% | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.62% | -0.23% | -15.85% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.34% | +3.08% | +14.15% | |
| 13 | APPF | Appfolio Inc - A | Stock-Tech | 1.47% | — | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | -0.21% | +97.34% | |
| 15 | MDB | Mongodb Inc | Stock-Tech | 0.54% | — | +144.00% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | — | — | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 0.45% | — | +50.72% | |
| 18 | SNPS | Synopsys Inc | Stock-Tech | 0.40% | — | -70.87% | |
| 19 | INTU | Intuit Inc | Stock-Tech | 0.38% | — | +15.15% | |
| 20 | ZS | Zscaler Inc | Stock-Tech | 0.26% | — | — | |
| 21 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.23% | -0.31% | +28.07% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.23% | — | — | |
| 23 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.21% | — | -70.85% | |
| 24 | APP | Applovin Corp-class A | Stock-Tech | 0.20% | — | — | |
| 25 | OKTA | Okta Inc | Stock-Tech | 0.20% | — | — | |
| 26 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.19% | — | — | |
| 27 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.16% | -0.20% | EXIT | |
| 28 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 0.13% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HNGE | Hinge Health Inc-a | +23.9% | NEW | New buy |
| 2 | CRWV | Coreweave Inc-cl A | +15.2% | NEW | New buy |
| 3 | APPF | Appfolio Inc - A | +1.5% | NEW | New buy |
| 4 | NFLX | Netflix Inc | +0.5% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +0.3% | +97.34% | Add |
| 6 | V | Visa Inc-class A Shares | +0.2% | NEW | New buy |
| 7 | MDB | Mongodb Inc | +0.2% | +144.00% | Add |
| 8 | ✓ | Cyberark Software LTD. Cmn | +0.2% | NEW | New buy |
| 9 | HOOD | Robinhood Markets Inc - A | +0.2% | NEW | New buy |
| 10 | NOW | Servicenow Inc | 0% | +50.72% | Add |
| 11 | SPOT | Spotify Technology S.A. | 0% | +28.07% | Add |
| 12 | KYTX | Kyverna Therapeutics Inc | 0% | — | Unchanged |
| 13 | ZS | Zscaler Inc | 0% | — | Unchanged |
| 14 | INTU | Intuit Inc | -0.1% | +15.15% | Add |
| 15 | APP | Applovin Corp-class A | -0.1% | — | Unchanged |
| 16 | IOT | Samsara Inc-cl A | -0.2% | EXIT | Sold out |
| 17 | OKTA | Okta Inc | -0.2% | — | Unchanged |
| 18 | WDAY | Workday Inc-class A | -0.3% | EXIT | Sold out |
| 19 | ZM | Zoom Communications Inc | -0.4% | EXIT | Sold out |
| 20 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | +14.15% | Add |
| 21 | NVDA | Nvidia CORP | -0.9% | — | Unchanged |
| 22 | ETWOGBP | E2open Parent Holdings Inc | -1% | — | Unchanged |
| 23 | TEAM | Atlassian Corp-cl A | -1.2% | -70.85% | Trim |
| 24 | AMZN | Amazon.com Inc | -1.7% | +14.52% | Add |
| 25 | SNPS | Synopsys Inc | -1.7% | -70.87% | Trim |
| 26 | MSFT | Microsoft CORP | -1.8% | +1.20% | Add |
| 27 | META | Meta Platforms Inc-class A | -1.9% | -15.85% | Trim |
| 28 | AAPL | Apple Inc | -1.9% | EXIT | Sold out |
| 29 | NCNO | Ncino Inc | -4.3% | — | Unchanged |
| 30 | REAX | Real Brokerage Inc/the | -5% | -10.94% | Trim |
| 31 | S | Sentinelone Inc -class A | -7.4% | — | Unchanged |
| 32 | 7WH | Udemy Inc | -11.7% | — | Unchanged |
According to official SEC Form 13F filings, Insight Holdings Group, LLC reported a total U.S. public equity portfolio value of $1.3B across 28 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HNGE, , 7WH) accounted for 119.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
HNGE
市值: $570.8M
Top Position Liquidated / Trimmed
AAPL
前期市值: $25.0M
During Q2 2025, Insight Holdings Group, LLC's top holdings by market value included HNGE (23.9%)、 (15.2%)、7WH (11.2%). The largest single position, HNGE, represented 23.9% of total portfolio value.
In Q2 2025, Insight Holdings Group, LLC made 23 total portfolio adjustments, initiating 7 new buys, adding to 8 positions, trimming 4 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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