Insight Holdings Group, LLC Diversified Active

Location: New York, NY

CIK: 0001305473 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $1.62B (100.0% shares, 0.0% debt)

Holdings (27)

HNGE HINGE HEALTH INC 33.4%

Value $541M Shares 11,029,604 Est. Cost $40.42 Unrealized +29.4%

UDMY UDEMY INC 16.5%

Value $267M Shares 38,032,260 Est. Cost $23.94 Unrealized -70.7%

S SENTINELONE INC 9.2%

Value $148M Shares 8,425,026 Est. Cost $42.50 Unrealized -57.8%

MSFT MICROSOFT CORP 7.0%

Value $113M Shares 217,430 Est. Cost $346.92 Unrealized +46.6%

NVDA NVIDIA CORPORATION 5.4%

Value $86.98M Shares 466,200 Est. Cost $100.53 Unrealized +73.4%

AMZN AMAZON COM INC 4.9%

Value $78.76M Shares 358,700 Est. Cost $130.71 Unrealized +73.2%

META META PLATFORMS INC 3.9%

Value $62.38M Shares 84,940 Est. Cost $262.35 Unrealized +183.3%

TSM TAIWAN SEMICONDUCTOR MFG LTD 3.7%

Value $59.5M Shares 213,030 Est. Cost $138.59 Unrealized —

STUB STUBHUB HLDGS INC 3.6%

Value $57.89M Shares 3,437,380 Est. Cost $18.34 Unrealized 0.0%

APPF APPFOLIO INC 2.6%

Value $42.07M Shares 152,600 Est. Cost $217.97 Unrealized +23.9%

REAX THE REAL BROKERAGE INC 2.0%

Value $31.87M Shares 7,623,461 Est. Cost $2.85 Unrealized +58.2%

GOOGL ALPHABET INC 1.3%

Value $21.13M Shares 86,900 Est. Cost $209.20 Unrealized 0.0%

AVGO BROADCOM INC 1.1%

Value $17.39M Shares 52,710 Est. Cost $191.53 Unrealized +59.6%

MDB MONGODB INC 0.9%

Value $14.4M Shares 46,400 Est. Cost $230.30 Unrealized +11.6%

APP APPLOVIN CORP 0.7%

Value $12.14M Shares 16,900 Est. Cost $338.18 Unrealized +36.4%

ORCL ORACLE 0.6%

Value $9.787M Shares 34,800 Est. Cost $254.17 Unrealized 0.0%

IOT SAMSARA INC 0.5%

Value $7.718M Shares 207,200 Est. Cost $37.14 Unrealized 0.0%

SNPS SYNOPSYS INC 0.4%

Value $6.167M Shares 12,500 Est. Cost $493.10 Unrealized +14.6%

KYTX KYVERNA THERAPEUTICS INC 0.4%

Value $5.934M Shares 989,054 Est. Cost $25.92 Unrealized -84.6%

HOOD ROBINHOOD MARKETS 0.4%

Value $5.799M Shares 40,500 Est. Cost $59.18 Unrealized +84.3%

PANW PALO ALTO NETWORKS 0.3%

Value $5.294M Shares 26,000 Est. Cost $191.42 Unrealized 0.0%

Value $5.223M Shares 15,300 Est. Cost $346.99 Unrealized -0.5%

INTU INTUIT 0.3%

Value $5.19M Shares 7,600 Est. Cost $636.99 Unrealized +12.9%

SPOT SPOTIFY TECHNOLOGY SA 0.3%

Value $5.095M Shares 7,300 Est. Cost $324.07 Unrealized +115.8%

NTSK NETSKOPE 0.2%

Value $3.978M Shares 175,000 Est. Cost $23.79 Unrealized 0.0%

TEAM ATLASSIAN CORPORATION 0.2%

Value $3.897M Shares 24,400 Est. Cost $174.99 Unrealized +3.4%

NET CLOUDFLARE INC 0.2%

Value $2.575M Shares 12,000 Est. Cost $204.15 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HNGE	HINGE HEALTH INC	11,029,604	$541M	33.4%	$40.42	+29.4%	CL A	433313103
UDMY	UDEMY INC	38,032,260	$267M	16.5%	$23.94	-70.7%	COM	902685106
S	SENTINELONE INC	8,425,026	$148M	9.2%	$42.50	-57.8%	CL A	81730H109
MSFT	MICROSOFT CORP	217,430	$113M	7.0%	$346.92	+46.6%	COM	594918104
NVDA	NVIDIA CORPORATION	466,200	$86.98M	5.4%	$100.53	+73.4%	COM	67066G104
AMZN	AMAZON COM INC	358,700	$78.76M	4.9%	$130.71	+73.2%	COM	023135106
META	META PLATFORMS INC	84,940	$62.38M	3.9%	$262.35	+183.3%	CL A	30303M102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	213,030	$59.5M	3.7%	$138.59	—	SPONSORED ADS	874039100
STUB	STUBHUB HLDGS INC	3,437,380	$57.89M	3.6%	$18.34	0.0%	CL A	86384P109
APPF	APPFOLIO INC	152,600	$42.07M	2.6%	$217.97	+23.9%	COM CL A	03783C100
REAX	THE REAL BROKERAGE INC	7,623,461	$31.87M	2.0%	$2.85	+58.2%	COM NEW	75585H206
GOOGL	ALPHABET INC	86,900	$21.13M	1.3%	$209.20	0.0%	CAP STK CL A	02079K305
AVGO	BROADCOM INC	52,710	$17.39M	1.1%	$191.53	+59.6%	COM	11135F101
MDB	MONGODB INC	46,400	$14.4M	0.9%	$230.30	+11.6%	CL A	60937P106
APP	APPLOVIN CORP	16,900	$12.14M	0.7%	$338.18	+36.4%	COM CL A	03831W108
ORCL	ORACLE	34,800	$9.787M	0.6%	$254.17	0.0%	COM	68389X105
IOT	SAMSARA INC	207,200	$7.718M	0.5%	$37.14	0.0%	COM CL A	79589L106
SNPS	SYNOPSYS INC	12,500	$6.167M	0.4%	$493.10	+14.6%	COM	871607107
KYTX	KYVERNA THERAPEUTICS INC	989,054	$5.934M	0.4%	$25.92	-84.6%	COM	501976104
HOOD	ROBINHOOD MARKETS	40,500	$5.799M	0.4%	$59.18	+84.3%	COM CL A	770700102
PANW	PALO ALTO NETWORKS	26,000	$5.294M	0.3%	$191.42	0.0%	COM	697435105
V	VISA	15,300	$5.223M	0.3%	$346.99	-0.5%	COM CL A	92826C839
INTU	INTUIT	7,600	$5.19M	0.3%	$636.99	+12.9%	COM	461202103
SPOT	SPOTIFY TECHNOLOGY SA	7,300	$5.095M	0.3%	$324.07	+115.8%	SHS	L8681T102
NTSK	NETSKOPE	175,000	$3.978M	0.2%	$23.79	0.0%	CL A	64119N608
TEAM	ATLASSIAN CORPORATION	24,400	$3.897M	0.2%	$174.99	+3.4%	CL A	049468101
NET	CLOUDFLARE INC	12,000	$2.575M	0.2%	$204.15	0.0%	CL A COM	18915M107