13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0000899140-24-000567
Total Value
$3.58B
Positions
0
Other Managers
14
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 39,123,014 | $1.46B | 40.83% |
| 2 | SENTINELONE INC | S | 27,646,230 | $644.4M | 17.99% |
| 3 | UDEMY INC | UDMY | 38,032,260 | $417.6M | 11.66% |
| 4 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 49,831,007 | $221.2M | 6.18% |
| 5 | WALKME LTD | M97628107 | 24,253,823 | $208.6M | 5.82% |
| 6 | THE REAL BROKERAGE INC | 75585H206 | 34,573,696 | $107.9M | 3.01% |
| 7 | AMAZON COM INC | AMZN | 401,600 | $72.4M | 2.02% |
| 8 | META PLATFORMS INC | META | 146,600 | $71.2M | 1.99% |
| 9 | MICROSOFT CORP | MSFT | 160,410 | $67.5M | 1.88% |
| 10 | NVIDIA CORPORATION | NVDA | 52,500 | $47.4M | 1.32% |
| 11 | ALPHABET INC | GOOG | 272,100 | $41.1M | 1.15% |
| 12 | SALESFORCE INC | CRM | 103,000 | $31.0M | 0.87% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 193,800 | $26.4M | 0.74% |
| 14 | 1STDIBS COM INC | DIBS | 4,214,102 | $25.1M | 0.70% |
| 15 | KYVERNA THERAPEUTICS INC | KYTX | 912,915 | $22.7M | 0.63% |
| 16 | APPFOLIO INC | APPF | 86,461 | $21.3M | 0.60% |
| 17 | OKTA INC | OKTA | 202,850 | $21.2M | 0.59% |
| 18 | DATADOG INC | DDOG | 138,600 | $17.1M | 0.48% |
| 19 | FORTINET INC | FTNT | 239,100 | $16.3M | 0.46% |
| 20 | WORKDAY INC | WDAY | 49,300 | $13.4M | 0.38% |
| 21 | PTC INC | PTC | 25,700 | $4.9M | 0.14% |
| 22 | PROCORE TECHNOLOGIES INC | PCOR | 48,100 | $4.0M | 0.11% |
| 23 | ATLASSIAN CORPORATION | TEAM | 14,700 | $2.9M | 0.08% |
| 24 | ADVANCED MICRO DEVICES INC | AMD | 14,000 | $2.5M | 0.07% |
| 25 | MONGODB INC | MDB | 6,400 | $2.3M | 0.06% |
| 26 | APPLIED MATLS INC | 038222105 | 8,000 | $1.6M | 0.05% |
| 27 | SPOTIFY TECHNOLOGY SA | SPOT | 5,700 | $1.5M | 0.04% |
| 28 | VERTIV HOLDINGS CO | VRT | 16,300 | $1.3M | 0.04% |
| 29 | BROADCOM INC | AVGO | 1,000 | $1.3M | 0.04% |
| 30 | ZSCALER INC | ZS | 6,700 | $1.3M | 0.04% |
| 31 | BLOCK INC | BSQKZ | 15,200 | $1.3M | 0.04% |