13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0000899140-24-000869
Total Value
$2.89B
Positions
30
Other Managers
14
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NCINO INC | NCNO | 25,013,467 | $786.7M | 27.27% |
| 2 | SENTINELONE INC | S | 24,146,230 | $508.3M | 17.62% |
| 3 | WALKME LTD | M97628107 | 24,253,823 | $338.8M | 11.74% |
| 4 | UDEMY INC | UDMY | 38,032,260 | $328.2M | 11.38% |
| 5 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 49,831,007 | $223.7M | 7.76% |
| 6 | THE REAL BROKERAGE INC | 75585H206 | 34,573,696 | $140.4M | 4.87% |
| 7 | AMAZON COM INC | AMZN | 409,900 | $79.2M | 2.75% |
| 8 | MICROSOFT CORP | MSFT | 167,460 | $74.8M | 2.59% |
| 9 | META PLATFORMS INC | META | 146,730 | $74.0M | 2.56% |
| 10 | NVIDIA CORPORATION | NVDA | 546,000 | $67.5M | 2.34% |
| 11 | APPLE INC | AAPL | 269,800 | $56.8M | 1.97% |
| 12 | ALPHABET INC | GOOG | 283,500 | $51.6M | 1.79% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 203,300 | $35.3M | 1.22% |
| 14 | APPFOLIO INC | APPF | 86,461 | $21.1M | 0.73% |
| 15 | OKTA INC | OKTA | 223,850 | $21.0M | 0.73% |
| 16 | DATADOG INC | DDOG | 138,600 | $18.0M | 0.62% |
| 17 | RUBRIK INC. | RBRK | 500,000 | $15.3M | 0.53% |
| 18 | KYVERNA THERAPEUTICS INC | KYTX | 912,915 | $6.8M | 0.24% |
| 19 | BROADCOM INC | AVGO | 3,500 | $5.6M | 0.19% |
| 20 | PTC INC | PTC | 30,800 | $5.6M | 0.19% |
| 21 | SYNOPSYS INC | SNPS | 7,100 | $4.2M | 0.15% |
| 22 | ATLASSIAN CORPORATION | TEAM | 21,100 | $3.7M | 0.13% |
| 23 | SALESFORCE INC | CRM | 13,630 | $3.5M | 0.12% |
| 24 | ADVANCED MICRO DEVICES INC | AMD | 16,800 | $2.7M | 0.09% |
| 25 | MONGODB INC | MDB | 10,900 | $2.7M | 0.09% |
| 26 | APPLIED MATLS INC | 038222105 | 9,600 | $2.3M | 0.08% |
| 27 | SPOTIFY TECHNOLOGY SA | SPOT | 5,700 | $1.8M | 0.06% |
| 28 | ZSCALER INC | ZS | 9,200 | $1.8M | 0.06% |
| 29 | SHOPIFY INC | SHOP | 26,300 | $1.7M | 0.06% |
| 30 | VERTIV HOLDINGS CO | VRT | 19,500 | $1.7M | 0.06% |