Insight Holdings Group, LLC Portfolio Holdings

Insight Holdings Group, LLC

  • $1.27 Billion
  • Q1 2025

Insight Holdings Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.27 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Udemy, Inc. with a value of $295M, Sentinel One, Inc. with a value of $208M, Real Brokerage Inc with a value of $139M, N Cino, Inc. with a value of $122M, and E2open Parent Holdings, Inc. with a value of $99.7M.

Examining the 13F form we can see an decrease of $241M in the current position value, from $1.51B to 1.27B.

Insight Holdings Group, LLC is based out at New York, NY

Below you can find more details about Insight Holdings Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.27 Billion
Technology: $702 Million
Consumer Defensive: $295 Million
Real Estate: $139 Million
Consumer Cyclical: $74.8 Million
Communication Services: $61.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.06B
$295 Million 23.21% of portfolio
38,032,260
Q4 2023 Reduced 9.52%
$3.73B
$208 Million 16.33% of portfolio
11,425,026
Q4 2024 Reduced 52.68%
$733M
$139 Million 10.9% of portfolio
34,134,990
Q4 2024 Reduced 1.27%
$3.03B
$122 Million 9.63% of portfolio
4,458,591
Q1 2025 Reduced 1.22%
$976M
$99.7 Million 7.84% of portfolio
49,831,007
Q3 2022 Added 0.0%
$3.49T
$84.7 Million 6.66% of portfolio
225,730
Q1 2025 Reduced 0.31%
$2.12T
$74.8 Million 5.88% of portfolio
393,300
Q1 2025 Reduced 4.05%
$1.5T
$58.2 Million 4.58% of portfolio
100,940
Q1 2025 Added 3.81%
$349B
$55.4 Million 4.36% of portfolio
511,400
Q1 2025 Added 19.74%
$1.05T
$35.9 Million 2.82% of portfolio
216,330
Q1 2025 Added 6.13%
$73.7B
$27.2 Million 2.14% of portfolio
63,500
Q1 2025 Added 735.53%
$3.22T
$25 Million 1.96% of portfolio
112,370
Q1 2025 Reduced 31.93%
$216B
$6.08 Million 0.48% of portfolio
9,900
Q1 2025 Added 10.0%
$206B
$5.49 Million 0.43% of portfolio
6,900
Q1 2025 Reduced 78.3%
$15.8B
$4.95 Million 0.39% of portfolio
47,050
Q4 2024 Reduced 78.98%
$20.4B
$4.86 Million 0.38% of portfolio
65,900
Q4 2024 Added 83.06%
$15.5B
$4.39 Million 0.34% of portfolio
25,000
Q1 2025 Added 129.36%
$50.3B
$3.85 Million 0.3% of portfolio
16,500
Q1 2025 New
$43B
$3.87 Million 0.3% of portfolio
19,500
Q1 2025 Added 56.0%
$121B
$3.68 Million 0.29% of portfolio
13,900
Q1 2025 Added 178.0%
$138B
$3.14 Million 0.25% of portfolio
5,700
Q1 2024 New
$5.23B
$1.95 Million 0.15% of portfolio
51,000
Q1 2025 New
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 30.65%
Kyverna Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 8.34%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $1.27 Billion
  • Prior Value $1.51 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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