13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000899140-23-000869
Total Value
$4.33B
Positions
30
Other Managers
14
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 39,123,014 | $1.18B | 27.23% |
| 2 | MONDAY COM LTD | MNDY | 6,617,264 | $1.13B | 26.18% |
| 3 | SENTINELONE INC | S | 34,646,230 | $523.2M | 12.09% |
| 4 | UDEMY INC | UDMY | 42,032,260 | $451.0M | 10.42% |
| 5 | E2 OPEN PARENT HOLDINGS INC | 29788T103 | 49,831,007 | $279.1M | 6.45% |
| 6 | WALKME LTD | M97628107 | 24,253,823 | $232.8M | 5.38% |
| 7 | JFROG LTD | FROG | 3,190,419 | $88.4M | 2.04% |
| 8 | THE REAL BROKERAGE INC | 75585H206 | 34,573,696 | $66.1M | 1.53% |
| 9 | ALTERYX INC | 02156B103 | 911,829 | $41.4M | 0.96% |
| 10 | AMAZON COM INC | AMZN | 316,800 | $41.3M | 0.95% |
| 11 | MICROSOFT CORP | MSFT | 120,800 | $41.1M | 0.95% |
| 12 | META PLATFORMS INC | META | 132,500 | $38.0M | 0.88% |
| 13 | ALPHABET INC | GOOG | 287,600 | $34.4M | 0.80% |
| 14 | APPFOLIO INC | APPF | 189,611 | $32.6M | 0.75% |
| 15 | DATADOG INC | DDOG | 228,400 | $22.5M | 0.52% |
| 16 | 1STDIBS COM INC | DIBS | 5,064,454 | $18.9M | 0.44% |
| 17 | SALESFORCE INC | CRM | 82,900 | $17.5M | 0.40% |
| 18 | NEXTDOOR HOLDINGS INC | NXDR | 5,184,514 | $16.9M | 0.39% |
| 19 | ATLASSIAN CORP PLC | TEAM | 91,800 | $15.4M | 0.36% |
| 20 | OKTA INC | OKTA | 182,700 | $12.7M | 0.29% |
| 21 | NVIDIA CORPORATION | NVDA | 29,300 | $12.4M | 0.29% |
| 22 | ADOBE SYSTEMS INCORPORATED | ADBE | 19,700 | $9.6M | 0.22% |
| 23 | PTC INC | PTC | 66,700 | $9.5M | 0.22% |
| 24 | WEWORK INC | 96209A104 | 12,500,000 | $3.2M | 0.07% |
| 25 | CROWDSTRIKE HLDGS INC | CRWD | 13,600 | $2.0M | 0.05% |
| 26 | WORKDAY INC | WDAY | 7,200 | $1.6M | 0.04% |
| 27 | PALO ALTO NETWORKS INC | PANW | 6,100 | $1.6M | 0.04% |
| 28 | MASTERCARD INCORPORATED | MA | 3,300 | $1.3M | 0.03% |
| 29 | TAIWAN SEMICONDUCTOR | 874039100 | 6,000 | $605,520 | 0.01% |
| 30 | ADVANCED MICRO DEVICES INC | AMD | 4,800 | $546,768 | 0.01% |