13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0000899140-23-001084
Total Value
$3.85B
Positions
30
Other Managers
14
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 39,123,014 | $1.24B | 32.29% |
| 2 | MONDAY COM LTD | MNDY | 4,617,264 | $735.2M | 19.08% |
| 3 | SENTINELONE INC | S | 34,646,230 | $584.1M | 15.16% |
| 4 | UDEMY INC | UDMY | 42,032,260 | $399.3M | 10.36% |
| 5 | WALKME LTD | M97628107 | 24,253,823 | $229.9M | 5.97% |
| 6 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 49,831,007 | $226.2M | 5.87% |
| 7 | THE REAL BROKERAGE INC | 75585H206 | 34,573,696 | $61.6M | 1.60% |
| 8 | META PLATFORMS INC | META | 152,900 | $45.9M | 1.19% |
| 9 | ALPHABET INC | GOOG | 328,400 | $43.0M | 1.12% |
| 10 | AMAZON COM INC | AMZN | 324,000 | $41.2M | 1.07% |
| 11 | MICROSOFT CORP | MSFT | 123,400 | $39.0M | 1.01% |
| 12 | APPFOLIO INC | APPF | 193,311 | $35.3M | 0.92% |
| 13 | ALTERYX INC | 02156B103 | 911,829 | $34.4M | 0.89% |
| 14 | DATADOG INC | DDOG | 233,100 | $21.2M | 0.55% |
| 15 | 1STDIBS COM INC | DIBS | 5,064,454 | $18.4M | 0.48% |
| 16 | SALESFORCE INC | CRM | 84,900 | $17.2M | 0.45% |
| 17 | ATLASSIAN CORP PLC | TEAM | 82,800 | $16.7M | 0.43% |
| 18 | OKTA INC | OKTA | 182,700 | $15.3M | 0.40% |
| 19 | NVIDIA CORPORATION | NVDA | 30,300 | $13.2M | 0.34% |
| 20 | PTC INC | PTC | 69,800 | $9.9M | 0.26% |
| 21 | CROWDSTRIKE HLDGS INC | CRWD | 55,500 | $9.3M | 0.24% |
| 22 | JFROG LTD | FROG | 205,282 | $5.2M | 0.14% |
| 23 | PALO ALTO NETWORKS INC | PANW | 7,400 | $1.7M | 0.05% |
| 24 | WORKDAY INC | WDAY | 5,700 | $1.2M | 0.03% |
| 25 | MASTERCARD INCORPORATED | MA | 2,900 | $1.1M | 0.03% |
| 26 | PROCORE TECHNOLOGIES INC | PCOR | 16,900 | $1.1M | 0.03% |
| 27 | ORACLE CORP | ORCL-PD | 9,100 | $963,872 | 0.03% |
| 28 | TAIWAN SEMICONDUCTOR | 874039100 | 7,300 | $634,370 | 0.02% |
| 29 | ADVANCED MICRO DEVICES INC | AMD | 5,800 | $596,356 | 0.02% |
| 30 | APPLIED MATLS INC | 038222105 | 3,600 | $498,420 | 0.01% |