Insight Holdings Group, LLC Diversified Active

Location: New York, NY

CIK: 0001305473 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value: $2.392B (100.0% shares, 0.0% debt)

Holdings (28)

HNGE HINGE HEALTH INC 23.9%

Value $571M Shares 11,029,604 Est. Cost $40.42 Unrealized 0.0%

— COREWEAVE INC 15.2%

Value $364M Shares 2,229,328 Est. Cost $163.06 Unrealized —

UDMY UDEMY INC 11.2%

Value $267M Shares 38,032,260 Est. Cost $23.94 Unrealized -71.2%

S SENTINELONE INC 8.7%

Value $209M Shares 11,425,026 Est. Cost $42.50 Unrealized -57.0%

— E2OPEN PARENT HOLDINGS INC 6.7%

Value $161M Shares 49,831,007 Est. Cost $9.33 Unrealized —

REAX THE REAL BROKERAGE INC 5.7%

Value $137M Shares 30,401,595 Est. Cost $2.85 Unrealized +50.7%

NCNO NCINO INC 5.2%

Value $125M Shares 4,458,591 Est. Cost $30.86 Unrealized -19.0%

MSFT MICROSOFT CORP 4.8%

Value $114M Shares 228,430 Est. Cost $346.92 Unrealized +24.6%

AMZN AMAZON COM INC 4.1%

Value $98.81M Shares 450,400 Est. Cost $130.71 Unrealized +51.4%

NVDA NVIDIA CORPORATION 3.4%

Value $80.8M Shares 511,400 Est. Cost $100.53 Unrealized +25.2%

META META PLATFORMS INC 2.6%

Value $62.69M Shares 84,940 Est. Cost $262.35 Unrealized +135.0%

TSM TAIWAN SEMICONDUCTOR MFG LTD 2.3%

Value $55.93M Shares 246,930 Est. Cost $138.59 Unrealized —

APPF APPFOLIO INC 1.5%

Value $35.14M Shares 152,600 Est. Cost $217.97 Unrealized 0.0%

AVGO BROADCOM INC 0.6%

Value $14.53M Shares 52,710 Est. Cost $191.53 Unrealized +12.7%

MDB MONGODB INC 0.5%

Value $12.81M Shares 61,000 Est. Cost $230.30 Unrealized -19.7%

NFLX NETFLIX 0.5%

Value $11.78M Shares 8,800 Est. Cost $113.07 Unrealized 0.0%

NOW SERVICENOW INC 0.4%

Value $10.69M Shares 10,400 Est. Cost $194.95 Unrealized -3.2%

SNPS SYNOPSYS INC 0.4%

Value $9.485M Shares 18,500 Est. Cost $493.10 Unrealized -5.5%

INTU INTUIT 0.4%

Value $8.979M Shares 11,400 Est. Cost $636.99 Unrealized +5.9%

ZS ZSCALER INC 0.3%

Value $6.122M Shares 19,500 Est. Cost $203.53 Unrealized +22.5%

SPOT SPOTIFY TECHNOLOGY SA 0.2%

Value $5.602M Shares 7,300 Est. Cost $324.07 Unrealized +98.1%

Value $5.432M Shares 15,300 Est. Cost $346.99 Unrealized 0.0%

TEAM ATLASSIAN CORPORATION 0.2%

Value $4.955M Shares 24,400 Est. Cost $174.99 Unrealized +19.0%

APP APPLOVIN CORP 0.2%

Value $4.866M Shares 13,900 Est. Cost $311.65 Unrealized +4.0%

OKTA OKTA INC 0.2%

Value $4.704M Shares 47,050 Est. Cost $68.63 Unrealized +55.6%

— CYBERARK SOFTWARE 0.2%

Value $4.476M Shares 11,000 Est. Cost $406.88 Unrealized —

HOOD ROBINHOOD MARKETS 0.2%

Value $3.792M Shares 40,500 Est. Cost $59.18 Unrealized 0.0%

KYTX KYVERNA THERAPEUTICS INC 0.1%

Value $3.036M Shares 989,054 Est. Cost $25.92 Unrealized -90.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HNGE	HINGE HEALTH INC	11,029,604	$571M	23.9%	$40.42	0.0%	CL A	433313103
—	COREWEAVE INC	2,229,328	$364M	15.2%	$163.06	—	COM CL A	21873s108
UDMY	UDEMY INC	38,032,260	$267M	11.2%	$23.94	-71.2%	COM	902685106
S	SENTINELONE INC	11,425,026	$209M	8.7%	$42.50	-57.0%	CL A	81730H109
—	E2OPEN PARENT HOLDINGS INC	49,831,007	$161M	6.7%	$9.33	—	COM CL A	29788T103
REAX	THE REAL BROKERAGE INC	30,401,595	$137M	5.7%	$2.85	+50.7%	COM NEW	75585H206
NCNO	NCINO INC	4,458,591	$125M	5.2%	$30.86	-19.0%	COM	63947X101
MSFT	MICROSOFT CORP	228,430	$114M	4.8%	$346.92	+24.6%	COM	594918104
AMZN	AMAZON COM INC	450,400	$98.81M	4.1%	$130.71	+51.4%	COM	023135106
NVDA	NVIDIA CORPORATION	511,400	$80.8M	3.4%	$100.53	+25.2%	COM	67066G104
META	META PLATFORMS INC	84,940	$62.69M	2.6%	$262.35	+135.0%	CL A	30303M102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	246,930	$55.93M	2.3%	$138.59	—	SPONSORED ADS	874039100
APPF	APPFOLIO INC	152,600	$35.14M	1.5%	$217.97	0.0%	COM CL A	03783C100
AVGO	BROADCOM INC	52,710	$14.53M	0.6%	$191.53	+12.7%	COM	11135F101
MDB	MONGODB INC	61,000	$12.81M	0.5%	$230.30	-19.7%	CL A	60937P106
NFLX	NETFLIX	8,800	$11.78M	0.5%	$113.07	0.0%	COM	64110L106
NOW	SERVICENOW INC	10,400	$10.69M	0.4%	$194.95	-3.2%	COM	81762P102
SNPS	SYNOPSYS INC	18,500	$9.485M	0.4%	$493.10	-5.5%	COM	871607107
INTU	INTUIT	11,400	$8.979M	0.4%	$636.99	+5.9%	COM	461202103
ZS	ZSCALER INC	19,500	$6.122M	0.3%	$203.53	+22.5%	COM	98980G102
SPOT	SPOTIFY TECHNOLOGY SA	7,300	$5.602M	0.2%	$324.07	+98.1%	SHS	L8681T102
V	VISA	15,300	$5.432M	0.2%	$346.99	0.0%	COM CL A	92826C839
TEAM	ATLASSIAN CORPORATION	24,400	$4.955M	0.2%	$174.99	+19.0%	CL A	049468101
APP	APPLOVIN CORP	13,900	$4.866M	0.2%	$311.65	+4.0%	COM CL A	03831W108
OKTA	OKTA INC	47,050	$4.704M	0.2%	$68.63	+55.6%	CL A	679295105
—	CYBERARK SOFTWARE	11,000	$4.476M	0.2%	$406.88	—	SHS	M2682V108
HOOD	ROBINHOOD MARKETS	40,500	$3.792M	0.2%	$59.18	0.0%	COM CL A	770700102
KYTX	KYVERNA THERAPEUTICS INC	989,054	$3.036M	0.1%	$25.92	-90.5%	COM	501976104