Insight Holdings Group, LLC
•CIK: 1305473•Filing: Q4 2025
**Insight Holdings Group, LLC** manages $1.3B across a concentrated portfolio of 30 positions. The fund exhibits significant conviction in technology and growth names, evidenced by its top holdings. Key allocations include a substantial $435.5M in HNGE, followed by $222.5M in UDMY. Further notable concentrations include $102.5M in NVDA and $88.8M in GOOGL, signaling a high-conviction, large-cap tilt.
Total AUM
$1.3B
QoQ Performance
-17.5%
Positions
30
Top 10 Concentration
89.5%
Latest Filing
Q4 2025
Top Holdings Allocation
HNGE
UDMY
NVDA
GOOGL
MSFT
AMZN
TSM
HNGE32.6%
UDMY16.6%
NVDA7.7%
GOOGL6.6%
MSFT6.6%
AMZN6.1%
TSM5.1%
STUB3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.9%
Technology26.8%
Consumer6.4%
Financial0.5%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑9 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023