Insight Holdings Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Insight Holdings Group, LLC reported 25 stock positions worth $1.3 billion. Its top holding was Udemy (UDMY) at 22.9% of the portfolio, followed by Sentinelone Class A (S, 16.1%) and Real Brokerage (10.7%). Compared with Q4 2024, it opened 2 new positions, sold out of 5, added to 10 and reduced 6. The biggest buy was Synopsys (SNPS, shares +736%) and the biggest sale an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001305473
- Portfolio Value
- $1.3B (Q1 2025)
- SEC Filing
- 0000899140-25-000665 ↗ filed May 15, 2025
Holdings Value
Holdings 25 stocks · $1.3B
| UDMY Udemy Inc. | 22.86% | 38,032,260 | $295.1M | No change |
| S Sentinelone Inc. Class A | 16.09% | 11,425,026 | $207.7M | No change |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 10.73% | 34,134,990 | $138.6M | No change |
| NCNO Ncino Inc. | 9.49% | 4,458,591 | $122.5M | Reduce -1.2% |
| ETWO E2OPEN Parent Holdings Inc. | 7.72% | 49,831,007 | $99.7M | No change |
| MSFT Microsoft Corp. | 6.56% | 225,730 | $84.7M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 5.80% | 393,300 | $74.8M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 4.51% | 100,940 | $58.2M | Add +3.8% |
| NVDA Nvidia Corp. | 4.29% | 511,400 | $55.4M | Add +19.7% |
| TSM Taiwan Semiconductor-SP ADR | 2.78% | 216,330 | $35.9M | Add +6.1% |
| SNPS Synopsys Inc. | 2.11% | 63,500 | $27.2M | Add +735.5% |
| AAPL Apple Inc. | 1.93% | 112,370 | $25.0M | Reduce -31.9% |
| TEAM Atlassian Corp. Class A | 1.38% | 83,700 | $17.8M | Reduce -30.6% |
| INTU Intuit Inc. | 0.47% | 9,900 | $6.1M | Add +10.0% |
| NOW ServiceNow Inc. | 0.43% | 6,900 | $5.5M | Reduce -78.3% |
| OKTA Okta Inc. | 0.38% | 47,050 | $5.0M | No change |
| ZM Zoom Communications Inc. | 0.38% | 65,900 | $4.9M | No change |
| AVGO Broadcom Inc. | 0.35% | 26,710 | $4.5M | Add +29.0% |
| MDB Mongodb Inc. | 0.34% | 25,000 | $4.4M | Add +129.4% |
| ZS Zscaler Inc. | 0.30% | 19,500 | $3.9M | Add +56.0% |
| WDAY Workday Inc. Class A | 0.30% | 16,500 | $3.9M | New |
| APP AppLovin Corp. Class A | 0.29% | 13,900 | $3.7M | Add +178.0% |
| SPOT Spotify Technology SA | 0.24% | 5,700 | $3.1M | No change |
| IOT Samsara Inc. Class A | 0.15% | 51,000 | $2.0M | New |
| KYTX Kyverna Therapeutics Inc. | 0.15% | 989,054 | $1.9M | Add +8.3% |
Portfolio Sells Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.98 |
| NOW ServiceNow Inc. | Reduce -78.3% | 0.43% | −1.76 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.07 |
| AAPL Apple Inc. | Reduce -31.9% | 1.93% | −0.74 |
| TEAM Atlassian Corp. Class A | Reduce -30.6% | 1.38% | −0.52 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.47 |
| NCNO Ncino Inc. | Reduce -1.2% | 9.49% | −0.32 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -4.0% | 5.80% | −0.02 |
| TTAN Servicetitan Inc. Class A | Sold out | 0.00% | −0.01 |
| MSFT Microsoft Corp. | Reduce -0.3% | 6.56% | +0.39 |
Portfolio Buys Q4 2024 → Q1 2025
| SNPS Synopsys Inc. | Add +735.5% | 2.11% | +1.87 |
| META Meta Platforms Inc. Class A | Add +3.8% | 4.51% | +0.82 |
| NVDA Nvidia Corp. | Add +19.7% | 4.29% | +0.58 |
| WDAY Workday Inc. Class A | New | 0.30% | +0.30 |
| APP AppLovin Corp. Class A | Add +178.0% | 0.29% | +0.18 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.1% | 2.78% | +0.18 |
| MDB Mongodb Inc. | Add +129.4% | 0.34% | +0.18 |
| ZS Zscaler Inc. | Add +56.0% | 0.30% | +0.15 |
| IOT Samsara Inc. Class A | New | 0.15% | +0.15 |
| INTU Intuit Inc. | Add +10.0% | 0.47% | +0.10 |
| AVGO Broadcom Inc. | Add +29.0% | 0.35% | +0.04 |
| KYTX Kyverna Therapeutics Inc. | Add +8.3% | 0.15% | −0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $1.3B | EQPT, HAWK, NVDA, TSM, AMZN |
| Q1 2026 | 28 | $1.4B | HNGE, EQPT, UDMY, NVDA, GOOGL |
| Q4 2025 | 30 | $1.3B | HNGE, UDMY, NVDA, GOOGL, MSFT |
| Q3 2025 | 27 | $1.6B | HNGE, UDMY, S, MSFT, NVDA |
| Q2 2025 | 28 | $2.4B | HNGE, CRWV, UDMY, S, ETWO |
| Q1 2025 | 25 | $1.3B | UDMY, S, REAL BROKERAGE INC/THE, NCNO, ETWO |
| Q4 2024 | 28 | $1.5B | UDMY, S, REAL BROKERAGE INC/THE, NCNO, ETWO |
| Q3 2024 | 29 | $2.3B | S, NCNO, UDMY, ETWO, REAL BROKERAGE INC/THE |
| Q2 2024 | 30 | $2.9B | NCNO, S, WKME, UDMY, ETWO |
| Q1 2024 | 31 | $3.6B | NCNO, S, UDMY, ETWO, WKME |