Insight Holdings Group, LLC Portfolio Holdings

Insight Holdings Group, LLC

  • $1.01 Billion
  • Q3 2025

Insight Holdings Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.01 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Udemy, Inc. with a value of $267M, Sentinel One, Inc. with a value of $148M, Microsoft Corp with a value of $113M, Nvidia Corp with a value of $87M, and Amazon Com Inc with a value of $78.8M.

Examining the 13F form we can see an decrease of $442M in the current position value, from $1.45B to 1.01B.

Insight Holdings Group, LLC is based out at New York, NY

Below you can find more details about Insight Holdings Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.01 Billion
Technology: $536 Million
Consumer Defensive: $267 Million
Communication Services: $88.6 Million
Consumer Cyclical: $78.8 Million
Real Estate: $31.9 Million
Financial Services: $5.22 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$729M
$267 Million 26.47% of portfolio
38,032,260
Q4 2023 Reduced 9.52%
$3.45B
$148 Million 14.73% of portfolio
8,425,026
Q3 2025 Reduced 26.26%
$3.78T
$113 Million 11.18% of portfolio
217,430
Q3 2025 Reduced 4.82%
$465B
$87 Million 8.64% of portfolio
466,200
Q3 2025 Reduced 8.84%
$2.39T
$78.8 Million 7.82% of portfolio
358,700
Q3 2025 Reduced 20.36%
$1.37T
$62.4 Million 6.19% of portfolio
84,940
Q2 2025 Reduced 15.85%
$1.46T
$59.5 Million 5.91% of portfolio
213,030
Q3 2025 Reduced 13.73%
$5B
$42.1 Million 4.18% of portfolio
152,600
Q2 2025 New
$660M
$31.9 Million 3.16% of portfolio
7,623,461
Q3 2025 Reduced 74.92%
$1.65T
$21.1 Million 2.1% of portfolio
86,900
Q3 2025 New
$139B
$17.4 Million 1.73% of portfolio
52,710
Q2 2025 Added 97.34%
$24.2B
$14.4 Million 1.43% of portfolio
46,400
Q3 2025 Reduced 23.93%
$163B
$12.1 Million 1.21% of portfolio
16,900
Q3 2025 Added 21.58%
$593B
$9.79 Million 0.97% of portfolio
34,800
Q3 2025 New
$4.19B
$7.72 Million 0.77% of portfolio
207,200
Q3 2025 New
$59.7B
$6.17 Million 0.61% of portfolio
12,500
Q3 2025 Reduced 32.43%
$61.4B
$5.29 Million 0.53% of portfolio
26,000
Q3 2025 New
$533B
$5.22 Million 0.52% of portfolio
15,300
Q2 2025 New
$182B
$5.19 Million 0.52% of portfolio
7,600
Q3 2025 Reduced 33.33%
$123B
$5.1 Million 0.51% of portfolio
7,300
Q2 2025 Added 28.07%
$59.6B
$2.58 Million 0.26% of portfolio
12,000
Q3 2025 New
Kyverna Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.34%
Hinge Health Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 70.85%
Stubhub Hldgs Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Netskope
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $1.01 Billion
  • Prior Value $1.45 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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