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CIK: 0001305473
Total reported value
$1.3B
$1.3B
27 檔
87.9%
As reported in its official Q3 2025 Form 13F filing, Insight Holdings Group, LLC's tracked investment portfolio stood at $1.3B with 27 total positions.
Insight Holdings Group, LLC executed strategic sector rebalancing during Q3 2025, establishing 10 new positions while fully exiting 8 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HNGE | Hinge Health Inc-a | Stock-Other | 33.41% | -25.37% | EXIT | |
| 2 | 7WH | Udemy Inc | Stock-Other | 16.46% | -12.33% | EXIT | |
| 3 | S | Sentinelone Inc -class A | Stock-Tech | 9.16% | — | -26.26% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.95% | -1.80% | EXIT | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.37% | +1.58% | -8.84% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.86% | +1.65% | -20.36% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.85% | -0.23% | — | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.67% | +3.08% | -13.73% | |
| 9 | STUB | Stubhub Holdings Inc-class A | Stock-Other | 3.57% | +1.85% | — | |
| 10 | APPF | Appfolio Inc - A | Stock-Tech | 2.60% | — | — | |
| 11 | REAX | Real Brokerage Inc/the | Stock-Other | 1.97% | -0.26% | -74.92% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +1.28% | — | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | -0.21% | — | |
| 14 | MDB | Mongodb Inc | Stock-Tech | 0.89% | — | -23.93% | |
| 15 | APP | Applovin Corp-class A | Stock-Tech | 0.75% | — | +21.58% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 0.60% | — | — | |
| 17 | IOT | Samsara Inc-cl A | Stock-Tech | 0.48% | — | — | |
| 18 | SNPS | Synopsys Inc | Stock-Tech | 0.38% | — | -32.43% | |
| 19 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 0.37% | +0.07% | — | |
| 20 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.36% | -0.20% | EXIT | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.33% | +0.40% | — | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | — | — | |
| 23 | INTU | Intuit Inc | Stock-Tech | 0.32% | — | -33.33% | |
| 24 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.31% | -0.31% | — | |
| 25 | NTSK | Netskope Inc-cl A | Stock-Other | 0.25% | — | — | |
| 26 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.24% | — | — | |
| 27 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.16% | -0.48% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -8.84% | Trim |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -13.73% | Trim |
| 3 | AVGO | Broadcom Inc | +0.7% | — | Add |
| 4 | MDB | Mongodb Inc | +0.6% | -23.93% | Add |
| 5 | APP | Applovin Corp-class A | +0.5% | +21.58% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | -4.82% | Trim |
| 7 | IOT | Samsara Inc-cl A | +0.3% | — | Add |
| 8 | KYTX | Kyverna Therapeutics Inc | +0.2% | — | Unchanged |
| 9 | SPOT | Spotify Technology S.A. | +0.1% | — | Add |
| 10 | INTU | Intuit Inc | -0.2% | -33.33% | Trim |
| 11 | META | Meta Platforms Inc-class A | -0.7% | — | Trim |
| 12 | AMZN | Amazon.com Inc | -0.9% | -20.36% | Trim |
| 13 | TEAM | Atlassian Corp-cl A | -1.1% | — | Trim |
| 14 | SNPS | Synopsys Inc | -1.7% | -32.43% | Trim |
| 15 | 7WH | Udemy Inc | -6.4% | — | Unchanged |
| 16 | S | Sentinelone Inc -class A | -6.9% | -26.26% | Trim |
| 17 | REAX | Real Brokerage Inc/the | -8.8% | -74.92% | Trim |
| 18 | HNGE | Hinge Health Inc-a | — | NEW | New buy |
| 19 | NCNO | Ncino Inc | — | EXIT | Sold out |
| 20 | ETWOGBP | E2open Parent Holdings Inc | — | EXIT | Sold out |
| 21 | STUB | Stubhub Holdings Inc-class A | — | NEW | New buy |
| 22 | APPF | Appfolio Inc - A | — | NEW | New buy |
| 23 | AAPL | Apple Inc | — | EXIT | Sold out |
| 24 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 25 | ORCL | Oracle CORP | — | NEW | New buy |
| 26 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 27 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 28 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 29 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 30 | OKTA | Okta Inc | — | EXIT | Sold out |
| 31 | ZM | Zoom Communications Inc | — | EXIT | Sold out |
| 32 | NTSK | Netskope Inc-cl A | — | NEW | New buy |
| 33 | ZS | Zscaler Inc | — | EXIT | Sold out |
| 34 | WDAY | Workday Inc-class A | — | EXIT | Sold out |
| 35 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
According to official SEC Form 13F filings, Insight Holdings Group, LLC reported a total U.S. public equity portfolio value of $1.3B across 27 disclosed positions in Q3 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, S) accounted for 87.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
HNGE
市值: $541.3M
Top Position Liquidated / Trimmed
NCNO
前期市值: $122.5M
During Q3 2025, Insight Holdings Group, LLC's top holdings by market value included HNGE (33.4%)、7WH (16.5%)、S (9.2%). The largest single position, HNGE, represented 33.4% of total portfolio value.
In Q3 2025, Insight Holdings Group, LLC made 33 total portfolio adjustments, initiating 10 new buys, adding to 5 positions, trimming 10 holdings, and fully liquidating 8 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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