13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000899140-25-000303
Total Value
$1.55B
Positions
28
Other Managers
15
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UDEMY INC | UDMY | 38,032,260 | $313.0M | 20.25% |
| 2 | SENTINELONE INC | S | 11,425,026 | $253.6M | 16.41% |
| 3 | THE REAL BROKERAGE INC | 75585H206 | 34,134,990 | $157.0M | 10.16% |
| 4 | NCINO INC | NCNO | 4,513,467 | $151.6M | 9.80% |
| 5 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 49,831,007 | $132.6M | 8.57% |
| 6 | MICROSOFT CORP | MSFT | 226,430 | $95.4M | 6.17% |
| 7 | AMAZON COM INC | AMZN | 409,900 | $89.9M | 5.82% |
| 8 | NVIDIA CORPORATION | NVDA | 427,100 | $57.4M | 3.71% |
| 9 | META PLATFORMS INC | META | 97,240 | $56.9M | 3.68% |
| 10 | APPLE INC | AAPL | 165,070 | $41.3M | 2.67% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 203,830 | $40.3M | 2.60% |
| 12 | SERVICENOW INC | NOW | 31,800 | $33.7M | 2.18% |
| 13 | ALPHABET INC | GOOG | 161,720 | $30.6M | 1.98% |
| 14 | ATLASSIAN CORPORATION | TEAM | 120,700 | $29.4M | 1.90% |
| 15 | SALESFORCE INC | CRM | 49,500 | $16.5M | 1.07% |
| 16 | SHOPIFY INC | SHOP | 67,900 | $7.2M | 0.47% |
| 17 | INTUIT | INTU | 9,000 | $5.7M | 0.37% |
| 18 | ZOOM COMMUNICATIONS INC | ZM | 65,900 | $5.4M | 0.35% |
| 19 | BROADCOM INC | AVGO | 20,710 | $4.8M | 0.31% |
| 20 | OKTA INC | OKTA | 47,050 | $3.7M | 0.24% |
| 21 | SYNOPSYS INC | SNPS | 7,600 | $3.7M | 0.24% |
| 22 | VERTIV HOLDINGS CO | VRT | 32,200 | $3.7M | 0.24% |
| 23 | KYVERNA THERAPEUTICS INC | KYTX | 912,915 | $3.4M | 0.22% |
| 24 | SPOTIFY TECHNOLOGY SA | SPOT | 5,700 | $2.6M | 0.16% |
| 25 | MONGODB INC | MDB | 10,900 | $2.5M | 0.16% |
| 26 | ZSCALER INC | ZS | 12,500 | $2.3M | 0.15% |
| 27 | APPLOVIN CORP | APP | 5,000 | $1.6M | 0.10% |
| 28 | SERVICETITAN INC | TTAN | 1,000 | $102,870 | 0.01% |