13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000899140-24-001236
Total Value
$2.30B
Positions
29
Other Managers
15
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SENTINELONE INC | S | 24,146,230 | $577.6M | 25.10% |
| 2 | NCINO INC | NCNO | 16,013,467 | $505.9M | 21.99% |
| 3 | UDEMY INC | UDMY | 38,032,260 | $283.0M | 12.30% |
| 4 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 49,831,007 | $219.8M | 9.55% |
| 5 | THE REAL BROKERAGE INC | 75585H206 | 34,573,696 | $191.9M | 8.34% |
| 6 | META PLATFORMS INC | META | 134,130 | $76.8M | 3.34% |
| 7 | AMAZON COM INC | AMZN | 409,900 | $76.4M | 3.32% |
| 8 | MICROSOFT CORP | MSFT | 164,560 | $70.8M | 3.08% |
| 9 | NVIDIA CORPORATION | NVDA | 545,200 | $66.2M | 2.88% |
| 10 | APPLE INC | AAPL | 269,800 | $62.9M | 2.73% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 203,300 | $35.3M | 1.53% |
| 12 | ALPHABET INC | GOOG | 131,600 | $21.8M | 0.95% |
| 13 | ATLASSIAN CORPORATION | TEAM | 109,700 | $17.4M | 0.76% |
| 14 | OKTA INC | OKTA | 223,850 | $16.6M | 0.72% |
| 15 | DATADOG INC | DDOG | 139,600 | $16.1M | 0.70% |
| 16 | APPFOLIO INC | APPF | 51,061 | $12.0M | 0.52% |
| 17 | SYNOPSYS INC | SNPS | 20,100 | $10.2M | 0.44% |
| 18 | BROADCOM INC | AVGO | 36,400 | $6.3M | 0.27% |
| 19 | UBER TECHNOLOGIES INC | UBER | 59,600 | $4.5M | 0.19% |
| 20 | KYVERNA THERAPEUTICS INC | KYTX | 912,915 | $4.5M | 0.19% |
| 21 | SHOPIFY INC | SHOP | 55,100 | $4.4M | 0.19% |
| 22 | SERVICENOW INC | NOW | 3,700 | $3.3M | 0.14% |
| 23 | VERTIV HOLDINGS CO | VRT | 32,200 | $3.2M | 0.14% |
| 24 | PTC INC | PTC | 16,800 | $3.0M | 0.13% |
| 25 | MONGODB INC | MDB | 10,900 | $2.9M | 0.13% |
| 26 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 36,000 | $2.5M | 0.11% |
| 27 | SPOTIFY TECHNOLOGY SA | SPOT | 5,700 | $2.1M | 0.09% |
| 28 | ADVANCED MICRO DEVICES INC | AMD | 11,200 | $1.8M | 0.08% |
| 29 | ZSCALER INC | ZS | 10,000 | $1.7M | 0.07% |