Insight Holdings Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

Insight Holdings Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 25 holdings worth $1.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NCNO",
  "ZS",
  "TEAM",
  "AVGO",
  "APP",
  "INTU",
  "META",
  "KYTX",
  "REAX",
  "MSFT",
  "AAPL",
  "NVDA",
  "MDB",
  "IOT",
  "NOW",
  "SNPS",
  "UDMY",
  "TSM",
  "ETWO",
  "AMZN",
  "WDAY",
  "OKTA",
  "S",
  "SPOT",
  "ZM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 25
Total Value: 1291245069
Accession Number: 0000899140-25-000665
Form Type: 13F-HR
CIK: insight-holdings-group
Manager Name: Insight-Holdings-Group

Data Enrichment

100% identified

25 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

25 positions • $1,291,245.069K total value

25 positions

Manager:

SEC FilingSEC DataHachi Filing

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Udemy, Inc.

UDMY|902685106

Shares:38.0M

Value:$295.1M

SentinelOne, Inc.

S|81730H109

Shares:11.4M

Value:$207.7M

Real Brokerage Inc

REAX|75585H206

Shares:34.1M

Value:$138.6M

nCino, Inc.

NCNO|63947X101

Shares:4.5M

Value:$122.5M

E2open Parent Holdings, Inc.

ETWO|29788T103

Shares:49.8M

Value:$99.7M

MICROSOFT CORP

MSFT|594918104

Shares:225.7K

Value:$84.7M

AMAZON COM INC

AMZN|023135106

Shares:393.3K

Value:$74.8M

Meta Platforms, Inc.

META|30303M102

Shares:100.9K

Value:$58.2M

NVIDIA CORP

NVDA|67066G104

Shares:511.4K

Value:$55.4M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:216.3K

Value:$35.9M

SYNOPSYS INC

SNPS|871607107

Shares:63.5K

Value:$27.2M

Apple Inc.

AAPL|037833100

Shares:112.4K

Value:$25.0M

Atlassian Corp

TEAM|049468101

Shares:83.7K

Value:$17.8M

INTUIT INC.

INTU|461202103

Shares:9.9K

Value:$6.1M

ServiceNow, Inc.

NOW|81762P102

Shares:6.9K

Value:$5.5M

Okta, Inc.

OKTA|679295105

Shares:47.0K

Value:$5.0M

Zoom Communications, Inc.

ZM|98980L101

Shares:65.9K

Value:$4.9M

Broadcom Inc.

AVGO|11135F101

Shares:26.7K

Value:$4.5M

MongoDB, Inc.

MDB|60937P106

Shares:25.0K

Value:$4.4M

Zscaler, Inc.

ZS|98980G102

Shares:19.5K

Value:$3.9M

Instrument	Shares		Other Manager	Value
Udemy, Inc.(UDMYcusip902685106)	38.0M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$295.1M	QoQ -5.71% (-$17.9M) YoY -29.32% (-$122.5M)
SentinelOne, Inc.(Scusip81730H109)	11.4M	QoQ 0.00% (-0) YoY -58.67% (-16.2M)	All Managers (Combined)	$207.7M	QoQ -18.10% (-$45.9M) YoY -67.76% (-$436.7M)
Real Brokerage Inc(REAXcusip75585H206)	34.1M	QoQ 0.00% (-0) YoY -1.26% (-438.7K)	All Managers (Combined)	$138.6M	QoQ -11.73% (-$18.4M) YoY +28.47% (-$30.7M)
nCino, Inc.(NCNOcusip63947X101)	4.5M	QoQ -1.21% (-54.9K) YoY -88.60% (-34.7M)	All Managers (Combined)	$122.5M	QoQ -19.18% (-$29.1M) YoY -91.62% (-$1339.9M)
E2open Parent Holdings, Inc.(ETWOcusip29788T103)	49.8M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$99.7M	QoQ -24.81% (-$32.9M) YoY -54.95% (-$121.6M)
MICROSOFT CORP(MSFTcusip594918104)	225.7K	QoQ -0.30% (-700) YoY +40.72% (+65.3K)	All Managers (Combined)	$84.7M	QoQ -11.21% (-$10.7M) YoY +25.55% (+$17.2M)
AMAZON COM INC(AMZNcusip023135106)	393.3K	QoQ -4.04% (-16.6K) YoY -2.06% (-8.3K)	All Managers (Combined)	$74.8M	QoQ -16.78% (-$15.1M) YoY +3.29% (-$2.4M)
Meta Platforms, Inc.(METAcusip30303M102)	100.9K	QoQ +3.80% (+3.7K) YoY -31.14% (-45.7K)	All Managers (Combined)	$58.2M	QoQ +2.18% (+$1.2M) YoY -18.27% (-$13.0M)
NVIDIA CORP(NVDAcusip67066G104)	511.4K	QoQ +19.73% (-84.3K) YoY +874.09% (+458.9K)	All Managers (Combined)	$55.4M	QoQ -3.36% (-$1.9M) YoY +16.84% (+$8.0M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	216.3K	QoQ +6.13% (-12.5K) YoY +11.62% (+22.5K)	All Managers (Combined)	$35.9M	QoQ -10.79% (-$4.3M) YoY +36.19% (+$9.5M)
SYNOPSYS INC(SNPScusip871607107)	63.5K	QoQ +735.52% (+55.9K) YoY NEW(+63.5K)	All Managers (Combined)	$27.2M	QoQ +638.24% (+$23.5M) YoY NEW(+$27.2M)
Apple Inc.(AAPLcusip037833100)	112.4K	QoQ -31.92% (-52.7K) YoY NEW(+112.4K)	All Managers (Combined)	$25.0M	QoQ -39.61% (-$16.4M) YoY NEW(+$25.0M)
Atlassian Corp(TEAMcusip049468101)	83.7K	QoQ -30.65% (-37.0K) YoY +469.38% (+69.0K)	All Managers (Combined)	$17.8M	QoQ -39.53% (-$11.6M) YoY +519.29% (+$14.9M)
INTUIT INC.(INTUcusip461202103)	9.9K	QoQ +10.00% (+900) YoY NEW(+9.9K)	All Managers (Combined)	$6.1M	QoQ +7.46% (+$422.0K) YoY NEW(+$6.1M)
ServiceNow, Inc.(NOWcusip81762P102)	6.9K	QoQ -78.30% (-24.9K) YoY NEW(+6.9K)	All Managers (Combined)	$5.5M	QoQ -83.70% (-$28.2M) YoY NEW(+$5.5M)
Okta, Inc.(OKTAcusip679295105)	47.0K	QoQ 0.00% (+0) YoY -76.80% (-155.8K)	All Managers (Combined)	$5.0M	QoQ +33.52% (+$1.2M) YoY -76.67% (-$16.3M)
Zoom Communications, Inc.(ZMcusip98980L101)	65.9K	QoQ 0.00% (-0) YoY NEW(+65.9K)	All Managers (Combined)	$4.9M	QoQ -9.60% (-$516.7K) YoY NEW(+$4.9M)
Broadcom Inc.(AVGOcusip11135F101)	26.7K	QoQ +28.97% (-6.0K) YoY +2571.00% (+25.7K)	All Managers (Combined)	$4.5M	QoQ -6.85% (-$329.4K) YoY +237.40% (+$3.1M)
MongoDB, Inc.(MDBcusip60937P106)	25.0K	QoQ +129.35% (+14.1K) YoY +290.62% (+18.6K)	All Managers (Combined)	$4.4M	QoQ +72.79% (+$1.8M) YoY +91.04% (+$2.1M)
Zscaler, Inc.(ZScusip98980G102)	19.5K	QoQ +56.00% (+7.0K) YoY +191.04% (+12.8K)	All Managers (Combined)	$3.9M	QoQ +71.57% (+$1.6M) YoY +199.79% (+$2.6M)