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Insight Holdings Group, LLC
Insight Holdings Group, LLC is an institution, managing $1.6B across 27 long positions as of Q3 2025 with 37% Unknown concentration, 90% concentrated in top 10 holdings, and 33% allocation to HNGE.
- Portfolio Value
- $1.6B
- Positions
- 27
- Top Holding
- HNGE at 33.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Insight Holdings Group, LLC's portfolio (89.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $541.3M | 33.41% | — | 14.06% 11.0M shares | |
Education & Training Services Consumer Defensive | $266.6M | 16.46% | — | 25.30% 38.0M shares | |
Software - Infrastructure Technology | $148.4M | 9.16% | -$52.8M Sold | — 8.4M shares | |
Software - Infrastructure Technology | $112.6M | 6.95% | -$5.7M Sold | 0.00% 217.4K shares | |
Semiconductors Technology | $87.0M | 5.37% | -$8.4M Sold | 0.00% 466.2K shares | |
Specialty Retail Consumer Cyclical | $78.8M | 4.86% | -$20.1M Sold | 0.00% 358.7K shares | |
Internet Content & Information Communication Services | $62.4M | 3.85% | — | 0.00% 84.9K shares | |
Semiconductors Technology | $59.5M | 3.67% | -$9.5M Sold | — 213.0K shares | |
Unknown Unknown | $57.9M | 3.57% | +$57.9M New | 0.93% 3.4M shares | |
Software - Application Technology | $42.1M | 2.60% | — | 0.43% 152.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Insight Holdings Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+21.58% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Insight Holdings Group, LLC
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