Q2 2023 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2023-08-14 · accession 0000899140-23-000869
$4.33B
Reported value
30
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 63947U107 | — | NCINO INC | $1.18B | 27.2% | 39,123,014 | Common | SHARED |
| M7S64H106 | MNDY | MONDAY COM LTD | $1.13B | 26.2% | 6,617,264 | Common | SHARED |
| 81730H109 | S | SENTINELONE INC | $523.2M | 12.1% | 34,646,230 | Common | SHARED |
| 902685106 | 7WH | UDEMY INC | $451.0M | 10.4% | 42,032,260 | Common | SHARED |
| 29788T103 | ETWOGBP | E2 OPEN PARENT HOLDINGS INC | $279.1M | 6.45% | 49,831,007 | Common | SHARED |
| M97628107 | — | WALKME LTD | $232.8M | 5.38% | 24,253,823 | Common | SHARED |
| M6191J100 | FROG | JFROG LTD | $88.4M | 2.04% | 3,190,419 | Common | SHARED |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $66.1M | 1.53% | 34,573,696 | Common | SHARED |
| 02156B103 | AYXEUR | ALTERYX INC | $41.4M | 0.96% | 911,829 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $41.3M | 0.95% | 316,800 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $41.1M | 0.95% | 120,800 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $38.0M | 0.88% | 132,500 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $34.4M | 0.80% | 287,600 | Common | SHARED |
| 03783C100 | APPF | APPFOLIO INC | $32.6M | 0.75% | 189,611 | Common | SHARED |
| 23804L103 | DDOG | DATADOG INC | $22.5M | 0.52% | 228,400 | Common | SHARED |
| 320551104 | DIBS | 1STDIBS COM INC | $18.9M | 0.44% | 5,064,454 | Common | SHARED |
| 79466L302 | CRM | SALESFORCE INC | $17.5M | 0.40% | 82,900 | Common | SHARED |
| 65345M108 | NXDR | NEXTDOOR HOLDINGS INC | $16.9M | 0.39% | 5,184,514 | Common | SHARED |
| G06242104 | — | ATLASSIAN CORP PLC | $15.4M | 0.36% | 91,800 | Common | SHARED |
| 679295105 | OKTA | OKTA INC | $12.7M | 0.29% | 182,700 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $12.4M | 0.29% | 29,300 | Common | SHARED |
| 00724F101 | ADBE | ADOBE SYSTEMS INCORPORATED | $9.6M | 0.22% | 19,700 | Common | SHARED |
| 69370C100 | PTC | PTC INC | $9.5M | 0.22% | 66,700 | Common | SHARED |
| 96209A104 | — | WEWORK INC | $3.2M | 0.07% | 12,500,000 | Common | SHARED |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2.0M | 0.05% | 13,600 | Common | SHARED |
| 98138H101 | WDAY | WORKDAY INC | $1.6M | 0.04% | 7,200 | Common | SHARED |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $1.6M | 0.04% | 6,100 | Common | SHARED |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.3M | 0.03% | 3,300 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR | $605,520 | 0.01% | 6,000 | Common | SHARED |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $546,768 | 0.01% | 4,800 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.