Insight Holdings Group, LLC Diversified Active

Location: New York, NY

CIK: 0001305473 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $1.337B (100.0% shares, 0.0% debt)

Holdings (30)

HNGE HINGE HEALTH INC 32.6%

Value $435M Shares 9,375,164 Est. Cost $40.42 Unrealized +19.1%

UDMY UDEMY INC 16.6%

Value $222M Shares 38,032,260 Est. Cost $23.94 Unrealized -75.6%

NVDA NVIDIA CORPORATION 7.7%

Value $103M Shares 549,640 Est. Cost $113.53 Unrealized +64.0%

GOOGL ALPHABET INC 6.6%

Value $88.82M Shares 283,760 Est. Cost $262.20 Unrealized +8.9%

MSFT MICROSOFT CORP 6.6%

Value $88.36M Shares 182,705 Est. Cost $346.92 Unrealized +44.3%

AMZN AMAZON COM INC 6.1%

Value $81.63M Shares 353,670 Est. Cost $130.71 Unrealized +75.0%

TSM TAIWAN SEMICONDUCTOR MFG LTD 5.1%

Value $68.44M Shares 225,225 Est. Cost $147.54 Unrealized —

STUB STUBHUB HLDGS INC 3.5%

Value $46.51M Shares 3,437,380 Est. Cost $18.34 Unrealized -14.3%

META META PLATFORMS INC 2.7%

Value $36.76M Shares 55,695 Est. Cost $262.35 Unrealized +154.4%

REAX THE REAL BROKERAGE INC 1.9%

Value $25.44M Shares 6,968,725 Est. Cost $2.85 Unrealized +35.4%

AVGO BROADCOM INC 1.6%

Value $20.77M Shares 60,010 Est. Cost $211.66 Unrealized +68.7%

AAPL APPLE INC 1.1%

Value $14.39M Shares 52,940 Est. Cost $268.34 Unrealized 0.0%

APPF APPFOLIO INC 0.8%

Value $10.36M Shares 44,550 Est. Cost $217.97 Unrealized +9.0%

PANW PALO ALTO NETWORKS 0.7%

Value $9.524M Shares 51,705 Est. Cost $196.56 Unrealized +2.6%

KYTX KYVERNA THERAPEUTICS INC 0.7%

Value $9.297M Shares 989,054 Est. Cost $25.92 Unrealized -71.4%

MDB MONGODB INC 0.6%

Value $8.557M Shares 20,390 Est. Cost $230.30 Unrealized +58.0%

APP APPLOVIN CORP 0.6%

Value $8.261M Shares 12,260 Est. Cost $338.18 Unrealized +86.3%

Value $7.153M Shares 20,395 Est. Cost $345.34 Unrealized -1.4%

SNPS SYNOPSYS INC 0.5%

Value $7.126M Shares 15,170 Est. Cost $484.50 Unrealized -8.3%

IOT SAMSARA INC 0.5%

Value $6.616M Shares 186,640 Est. Cost $37.14 Unrealized +4.2%

HOOD ROBINHOOD MARKETS 0.4%

Value $4.718M Shares 41,715 Est. Cost $61.25 Unrealized +112.3%

SHOP SHOPIFY INC 0.3%

Value $4.592M Shares 28,530 Est. Cost $160.56 Unrealized 0.0%

CEG CONSTELLATION ENERGY CORP 0.3%

Value $4.548M Shares 12,875 Est. Cost $363.20 Unrealized 0.0%

SPOT SPOTIFY TECHNOLOGY SA 0.3%

Value $4.367M Shares 7,520 Est. Cost $332.88 Unrealized +87.8%

INTC INTEL CORP 0.3%

Value $3.858M Shares 104,545 Est. Cost $37.76 Unrealized 0.0%

TSLA TESLA INC 0.3%

Value $3.661M Shares 8,140 Est. Cost $443.29 Unrealized 0.0%

AMD ADVANCED MICRO DEVICES 0.3%

Value $3.552M Shares 16,585 Est. Cost $224.60 Unrealized 0.0%

VRT VERTIV HOLDINGS CO 0.2%

Value $3.205M Shares 19,780 Est. Cost $173.58 Unrealized 0.0%

CLS CELESTICA 0.2%

Value $3.197M Shares 10,815 Est. Cost $301.37 Unrealized 0.0%

NTSK NETSKOPE 0.2%

Value $3.07M Shares 175,000 Est. Cost $23.79 Unrealized -12.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HNGE	HINGE HEALTH INC	9,375,164	$435M	32.6%	$40.42	+19.1%	CL A	433313103
UDMY	UDEMY INC	38,032,260	$222M	16.6%	$23.94	-75.6%	COM	902685106
NVDA	NVIDIA CORPORATION	549,640	$103M	7.7%	$113.53	+64.0%	COM	67066G104
GOOGL	ALPHABET INC	283,760	$88.82M	6.6%	$262.20	+8.9%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	182,705	$88.36M	6.6%	$346.92	+44.3%	COM	594918104
AMZN	AMAZON COM INC	353,670	$81.63M	6.1%	$130.71	+75.0%	COM	023135106
TSM	TAIWAN SEMICONDUCTOR MFG LTD	225,225	$68.44M	5.1%	$147.54	—	SPONSORED ADS	874039100
STUB	STUBHUB HLDGS INC	3,437,380	$46.51M	3.5%	$18.34	-14.3%	CL A	86384P109
META	META PLATFORMS INC	55,695	$36.76M	2.7%	$262.35	+154.4%	CL A	30303M102
REAX	THE REAL BROKERAGE INC	6,968,725	$25.44M	1.9%	$2.85	+35.4%	COM NEW	75585H206
AVGO	BROADCOM INC	60,010	$20.77M	1.6%	$211.66	+68.7%	COM	11135F101
AAPL	APPLE INC	52,940	$14.39M	1.1%	$268.34	0.0%	COM	037833100
APPF	APPFOLIO INC	44,550	$10.36M	0.8%	$217.97	+9.0%	COM CL A	03783C100
PANW	PALO ALTO NETWORKS	51,705	$9.524M	0.7%	$196.56	+2.6%	COM	697435105
KYTX	KYVERNA THERAPEUTICS INC	989,054	$9.297M	0.7%	$25.92	-71.4%	COM	501976104
MDB	MONGODB INC	20,390	$8.557M	0.6%	$230.30	+58.0%	CL A	60937P106
APP	APPLOVIN CORP	12,260	$8.261M	0.6%	$338.18	+86.3%	COM CL A	03831W108
V	VISA	20,395	$7.153M	0.5%	$345.34	-1.4%	COM CL A	92826C839
SNPS	SYNOPSYS INC	15,170	$7.126M	0.5%	$484.50	-8.3%	COM	871607107
IOT	SAMSARA INC	186,640	$6.616M	0.5%	$37.14	+4.2%	COM CL A	79589L106
HOOD	ROBINHOOD MARKETS	41,715	$4.718M	0.4%	$61.25	+112.3%	COM CL A	770700102
SHOP	SHOPIFY INC	28,530	$4.592M	0.3%	$160.56	0.0%	CL A SUB VTG SHS	82509L107
CEG	CONSTELLATION ENERGY CORP	12,875	$4.548M	0.3%	$363.20	0.0%	COM	21037T109
SPOT	SPOTIFY TECHNOLOGY SA	7,520	$4.367M	0.3%	$332.88	+87.8%	SHS	L8681T102
INTC	INTEL CORP	104,545	$3.858M	0.3%	$37.76	0.0%	COM	458140100
TSLA	TESLA INC	8,140	$3.661M	0.3%	$443.29	0.0%	COM	88160R101
AMD	ADVANCED MICRO DEVICES	16,585	$3.552M	0.3%	$224.60	0.0%	COM	007903107
VRT	VERTIV HOLDINGS CO	19,780	$3.205M	0.2%	$173.58	0.0%	COM	92537N108
CLS	CELESTICA	10,815	$3.197M	0.2%	$301.37	0.0%	COM	15101Q207
NTSK	NETSKOPE	175,000	$3.07M	0.2%	$23.79	-12.3%	CL A	64119N608