13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0000899140-23-000599
Total Value
$5.33B
Positions
33
Other Managers
14
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MONDAY COM LTD | MNDY | 10,617,264 | $1.52B | 28.42% |
| 2 | JFROG LTD | FROG | 5,022,177 | $989.4M | 18.55% |
| 3 | NCINO INC | NCNO | 39,123,014 | $969.5M | 18.18% |
| 4 | SENTINELONE INC | S | 34,646,230 | $566.8M | 10.63% |
| 5 | UDEMY INC | UDMY | 42,032,260 | $373.8M | 7.01% |
| 6 | E2 OPEN PARENT HOLDINGS INC | 29788T103 | 49,831,007 | $290.0M | 5.44% |
| 7 | WALKME LTD | M97628107 | 24,253,823 | $258.1M | 4.84% |
| 8 | ALTERYX INC | 02156B103 | 911,829 | $53.7M | 1.01% |
| 9 | THE REAL BROKERAGE INC | 75585H206 | 34,573,696 | $42.0M | 0.79% |
| 10 | MICROSOFT CORP | MSFT | 100,800 | $29.1M | 0.55% |
| 11 | AMAZON COM INC | AMZN | 246,500 | $25.5M | 0.48% |
| 12 | APPFOLIO INC | APPF | 182,911 | $22.8M | 0.43% |
| 13 | OKTA INC | OKTA | 247,300 | $21.3M | 0.40% |
| 14 | DATADOG INC | DDOG | 293,400 | $21.3M | 0.40% |
| 15 | SALESFORCE INC | CRM | 104,000 | $20.8M | 0.39% |
| 16 | 1STDIBS COM INC | DIBS | 5,064,454 | $20.1M | 0.38% |
| 17 | META PLATFORMS INC | META | 8,900 | $18.9M | 0.35% |
| 18 | ALPHABET INC | GOOG | 167,900 | $17.4M | 0.33% |
| 19 | ATLASSIAN CORP PLC | TEAM | 91,800 | $15.7M | 0.29% |
| 20 | WORKDAY INC | WDAY | 67,600 | $14.0M | 0.26% |
| 21 | NEXTDOOR HOLDINGS INC | NXDR | 5,353,634 | $11.5M | 0.22% |
| 22 | WEWORK INC | 96209A104 | 12,500,000 | $9.7M | 0.18% |
| 23 | PTC INC | PTC | 66,700 | $8.6M | 0.16% |
| 24 | BILL HOLDINGS INC | BILL | 99,939 | $8.1M | 0.15% |
| 25 | PALO ALTO NETWORKS INC | PANW | 7,800 | $1.6M | 0.03% |
| 26 | MASTERCARD INCORPORATED | MA | 4,100 | $1.5M | 0.03% |
| 27 | CROWDSTRIKE HLDGS INC | CRWD | 10,600 | $1.5M | 0.03% |
| 28 | INTUIT | INTU | 3,200 | $1.4M | 0.03% |
| 29 | SERVICENOW INC | NOW | 2,500 | $1.2M | 0.02% |
| 30 | NVIDIA CORPORATION | NVDA | 2,400 | $666,648 | 0.01% |
| 31 | TAIWAN SEMICONDUCTOR | 874039100 | 6,000 | $558,120 | 0.01% |
| 32 | MONGODB INC | MDB | 1,800 | $419,616 | 0.01% |
| 33 | ADVANCED MICRO DEVICES INC | AMD | 646,866 | $6,600 | 0.00% |