Insight Holdings Group, LLC Diversified Active

CIK: 0001305473 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $1,620,076 (100.0% shares, 0.0% debt)

Holdings (27)

HNGE HINGE HEALTH INC 33.4%

Value ($000) $541,333 Shares 11,029,604 Est. Cost $40.42 Unrealized +29.4%

UDMY UDEMY INC 16.5%

Value ($000) $266,606 Shares 38,032,260 Est. Cost $23.94 Unrealized -70.7%

S SENTINELONE INC 9.2%

Value ($000) $148,365 Shares 8,425,026 Est. Cost $42.50 Unrealized -57.8%

MSFT MICROSOFT CORP 7.0%

Value ($000) $112,618 Shares 217,430 Est. Cost $346.92 Unrealized +46.6%

NVDA NVIDIA CORPORATION 5.4%

Value ($000) $86,984 Shares 466,200 Est. Cost $100.53 Unrealized +73.4%

AMZN AMAZON COM INC 4.9%

Value ($000) $78,760 Shares 358,700 Est. Cost $130.71 Unrealized +73.2%

META META PLATFORMS INC 3.9%

Value ($000) $62,378 Shares 84,940 Est. Cost $262.35 Unrealized +183.3%

TSM TAIWAN SEMICONDUCTOR MFG LTD 3.7%

Value ($000) $59,497 Shares 213,030 Est. Cost $138.59 Unrealized —

STUB STUBHUB HLDGS INC 3.6%

Value ($000) $57,885 Shares 3,437,380 Est. Cost $18.34 Unrealized 0.0%

APPF APPFOLIO INC 2.6%

Value ($000) $42,066 Shares 152,600 Est. Cost $217.97 Unrealized +23.9%

REAX THE REAL BROKERAGE INC 2.0%

Value ($000) $31,866 Shares 7,623,461 Est. Cost $2.85 Unrealized +58.2%

GOOGL ALPHABET INC 1.3%

Value ($000) $21,125 Shares 86,900 Est. Cost $209.20 Unrealized 0.0%

AVGO BROADCOM INC 1.1%

Value ($000) $17,390 Shares 52,710 Est. Cost $191.53 Unrealized +59.6%

MDB MONGODB INC 0.9%

Value ($000) $14,402 Shares 46,400 Est. Cost $230.30 Unrealized +11.6%

APP APPLOVIN CORP 0.7%

Value ($000) $12,143 Shares 16,900 Est. Cost $338.18 Unrealized +36.4%

ORCL ORACLE 0.6%

Value ($000) $9,787 Shares 34,800 Est. Cost $254.17 Unrealized 0.0%

IOT SAMSARA INC 0.5%

Value ($000) $7,718 Shares 207,200 Est. Cost $37.14 Unrealized 0.0%

SNPS SYNOPSYS INC 0.4%

Value ($000) $6,167 Shares 12,500 Est. Cost $493.10 Unrealized +14.6%

KYTX KYVERNA THERAPEUTICS INC 0.4%

Value ($000) $5,934 Shares 989,054 Est. Cost $25.92 Unrealized -84.6%

HOOD ROBINHOOD MARKETS 0.4%

Value ($000) $5,799 Shares 40,500 Est. Cost $59.18 Unrealized +84.3%

PANW PALO ALTO NETWORKS 0.3%

Value ($000) $5,294 Shares 26,000 Est. Cost $191.42 Unrealized 0.0%

Value ($000) $5,223 Shares 15,300 Est. Cost $346.99 Unrealized -0.5%

INTU INTUIT 0.3%

Value ($000) $5,190 Shares 7,600 Est. Cost $636.99 Unrealized +12.9%

SPOT SPOTIFY TECHNOLOGY SA 0.3%

Value ($000) $5,095 Shares 7,300 Est. Cost $324.07 Unrealized +115.8%

NTSK NETSKOPE 0.2%

Value ($000) $3,978 Shares 175,000 Est. Cost $23.79 Unrealized 0.0%

TEAM ATLASSIAN CORPORATION 0.2%

Value ($000) $3,897 Shares 24,400 Est. Cost $174.99 Unrealized +3.4%

NET CLOUDFLARE INC 0.2%

Value ($000) $2,575 Shares 12,000 Est. Cost $204.15 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HNGE	HINGE HEALTH INC	11,029,604	$541,333	33.4%	$40.42	+29.4%	CL A	433313103
UDMY	UDEMY INC	38,032,260	$266,606	16.5%	$23.94	-70.7%	COM	902685106
S	SENTINELONE INC	8,425,026	$148,365	9.2%	$42.50	-57.8%	CL A	81730H109
MSFT	MICROSOFT CORP	217,430	$112,618	7.0%	$346.92	+46.6%	COM	594918104
NVDA	NVIDIA CORPORATION	466,200	$86,984	5.4%	$100.53	+73.4%	COM	67066G104
AMZN	AMAZON COM INC	358,700	$78,760	4.9%	$130.71	+73.2%	COM	023135106
META	META PLATFORMS INC	84,940	$62,378	3.9%	$262.35	+183.3%	CL A	30303M102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	213,030	$59,497	3.7%	$138.59	—	SPONSORED ADS	874039100
STUB	STUBHUB HLDGS INC	3,437,380	$57,885	3.6%	$18.34	0.0%	CL A	86384P109
APPF	APPFOLIO INC	152,600	$42,066	2.6%	$217.97	+23.9%	COM CL A	03783C100
REAX	THE REAL BROKERAGE INC	7,623,461	$31,866	2.0%	$2.85	+58.2%	COM NEW	75585H206
GOOGL	ALPHABET INC	86,900	$21,125	1.3%	$209.20	0.0%	CAP STK CL A	02079K305
AVGO	BROADCOM INC	52,710	$17,390	1.1%	$191.53	+59.6%	COM	11135F101
MDB	MONGODB INC	46,400	$14,402	0.9%	$230.30	+11.6%	CL A	60937P106
APP	APPLOVIN CORP	16,900	$12,143	0.7%	$338.18	+36.4%	COM CL A	03831W108
ORCL	ORACLE	34,800	$9,787	0.6%	$254.17	0.0%	COM	68389X105
IOT	SAMSARA INC	207,200	$7,718	0.5%	$37.14	0.0%	COM CL A	79589L106
SNPS	SYNOPSYS INC	12,500	$6,167	0.4%	$493.10	+14.6%	COM	871607107
KYTX	KYVERNA THERAPEUTICS INC	989,054	$5,934	0.4%	$25.92	-84.6%	COM	501976104
HOOD	ROBINHOOD MARKETS	40,500	$5,799	0.4%	$59.18	+84.3%	COM CL A	770700102
PANW	PALO ALTO NETWORKS	26,000	$5,294	0.3%	$191.42	0.0%	COM	697435105
V	VISA	15,300	$5,223	0.3%	$346.99	-0.5%	COM CL A	92826C839
INTU	INTUIT	7,600	$5,190	0.3%	$636.99	+12.9%	COM	461202103
SPOT	SPOTIFY TECHNOLOGY SA	7,300	$5,095	0.3%	$324.07	+115.8%	SHS	L8681T102
NTSK	NETSKOPE	175,000	$3,978	0.2%	$23.79	0.0%	CL A	64119N608
TEAM	ATLASSIAN CORPORATION	24,400	$3,897	0.2%	$174.99	+3.4%	CL A	049468101
NET	CLOUDFLARE INC	12,000	$2,575	0.2%	$204.15	0.0%	CL A COM	18915M107