Insight Holdings Group, LLC
CIK: 0001305473SEC EDGAR →
Portfolio Value
$1.3B
Holdings
30
As of
Q4 2025
New Positions
7
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | HINGE HEALTH INC | 9,375,164 | $435.5M | 32.56% |
| 2 | UDEMY INC | 38,032,260 | $222.5M | 16.64% |
| 3 | NVIDIA CORPORATION | 549,640 | $102.5M | 7.67% |
| 4 | ALPHABET INC | 283,760 | $88.8M | 6.64% |
| 5 | MICROSOFT CORP | 182,705 | $88.4M | 6.61% |
| 6 | AMAZON COM INC | 353,670 | $81.6M | 6.10% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 225,225 | $68.4M | 5.12% |
| 8 | STUBHUB HLDGS INC | 3,437,380 | $46.5M | 3.48% |
| 9 | META PLATFORMS INC | 55,695 | $36.8M | 2.75% |
| 10 | THE REAL BROKERAGE INC | 6,968,725 | $25.4M | 1.90% |
Quarterly Changes
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 2 | $444.8M | 33.3% |
| Technology | 17 | $409.7M | 30.6% |
| Consumer Defensive | 1 | $222.5M | 16.6% |
| Communication Services | 3 | $129.9M | 9.7% |
| Consumer Cyclical | 2 | $85.3M | 6.4% |
| Real Estate | 1 | $25.4M | 1.9% |
| Financial Services | 2 | $11.9M | 0.9% |
| Utilities | 1 | $4.5M | 0.3% |
| Industrials | 1 | $3.2M | 0.2% |