13F HOLDINGS REPORT
Insight Holdings Group, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000899140-25-000665
Total Value
$1.29B
Positions
25
Other Managers
15
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UDEMY INC | UDMY | 38,032,260 | $295.1M | 22.86% |
| 2 | SENTINELONE INC | S | 11,425,026 | $207.7M | 16.09% |
| 3 | THE REAL BROKERAGE INC | 75585H206 | 34,134,990 | $138.6M | 10.73% |
| 4 | NCINO INC | NCNO | 4,458,591 | $122.5M | 9.49% |
| 5 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 49,831,007 | $99.7M | 7.72% |
| 6 | MICROSOFT CORP | MSFT | 225,730 | $84.7M | 6.56% |
| 7 | AMAZON COM INC | AMZN | 393,300 | $74.8M | 5.80% |
| 8 | META PLATFORMS INC | META | 100,940 | $58.2M | 4.51% |
| 9 | NVIDIA CORPORATION | NVDA | 511,400 | $55.4M | 4.29% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 216,330 | $35.9M | 2.78% |
| 11 | SYNOPSYS INC | SNPS | 63,500 | $27.2M | 2.11% |
| 12 | APPLE INC | AAPL | 112,370 | $25.0M | 1.93% |
| 13 | ATLASSIAN CORPORATION | TEAM | 83,700 | $17.8M | 1.38% |
| 14 | INTUIT | INTU | 9,900 | $6.1M | 0.47% |
| 15 | SERVICENOW INC | NOW | 6,900 | $5.5M | 0.43% |
| 16 | OKTA INC | OKTA | 47,050 | $5.0M | 0.38% |
| 17 | ZOOM COMMUNICATIONS INC | ZM | 65,900 | $4.9M | 0.38% |
| 18 | BROADCOM INC | AVGO | 26,710 | $4.5M | 0.35% |
| 19 | MONGODB INC | MDB | 25,000 | $4.4M | 0.34% |
| 20 | ZSCALER INC | ZS | 19,500 | $3.9M | 0.30% |
| 21 | WORKDAY | WDAY | 16,500 | $3.9M | 0.30% |
| 22 | APPLOVIN CORP | APP | 13,900 | $3.7M | 0.29% |
| 23 | SPOTIFY TECHNOLOGY SA | SPOT | 5,700 | $3.1M | 0.24% |
| 24 | SAMSARA INC | IOT | 51,000 | $2.0M | 0.15% |
| 25 | KYVERNA THERAPEUTICS INC | KYTX | 989,054 | $1.9M | 0.15% |