Q3 2023 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2023-11-13 · accession 0000899140-23-001084
$3.85B
Reported value
30
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 63947X101 | NCNO | NCINO INC | $1.24B | 32.3% | 39,123,014 | Common | SHARED |
| M7S64H106 | MNDY | MONDAY COM LTD | $735.2M | 19.1% | 4,617,264 | Common | SHARED |
| 81730H109 | S | SENTINELONE INC | $584.1M | 15.2% | 34,646,230 | Common | SHARED |
| 902685106 | 7WH | UDEMY INC | $399.3M | 10.4% | 42,032,260 | Common | SHARED |
| M97628107 | — | WALKME LTD | $229.9M | 5.97% | 24,253,823 | Common | SHARED |
| 29788T103 | ETWOGBP | E2OPEN PARENT HOLDINGS INC | $226.2M | 5.87% | 49,831,007 | Common | SHARED |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $61.6M | 1.60% | 34,573,696 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $45.9M | 1.19% | 152,900 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $43.0M | 1.12% | 328,400 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $41.2M | 1.07% | 324,000 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $39.0M | 1.01% | 123,400 | Common | SHARED |
| 03783C100 | APPF | APPFOLIO INC | $35.3M | 0.92% | 193,311 | Common | SHARED |
| 02156B103 | AYXEUR | ALTERYX INC | $34.4M | 0.89% | 911,829 | Common | SHARED |
| 23804L103 | DDOG | DATADOG INC | $21.2M | 0.55% | 233,100 | Common | SHARED |
| 320551104 | DIBS | 1STDIBS COM INC | $18.4M | 0.48% | 5,064,454 | Common | SHARED |
| 79466L302 | CRM | SALESFORCE INC | $17.2M | 0.45% | 84,900 | Common | SHARED |
| G06242104 | — | ATLASSIAN CORP PLC | $16.7M | 0.43% | 82,800 | Common | SHARED |
| 679295105 | OKTA | OKTA INC | $15.3M | 0.40% | 182,700 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $13.2M | 0.34% | 30,300 | Common | SHARED |
| 69370C100 | PTC | PTC INC | $9.9M | 0.26% | 69,800 | Common | SHARED |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $9.3M | 0.24% | 55,500 | Common | SHARED |
| M6191J100 | FROG | JFROG LTD | $5.2M | 0.14% | 205,282 | Common | SHARED |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $1.7M | 0.05% | 7,400 | Common | SHARED |
| 98138H101 | WDAY | WORKDAY INC | $1.2M | 0.03% | 5,700 | Common | SHARED |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.1M | 0.03% | 2,900 | Common | SHARED |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $1.1M | 0.03% | 16,900 | Common | SHARED |
| 68389X105 | ORCL | ORACLE CORP | $963,872 | 0.03% | 9,100 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR | $634,370 | 0.02% | 7,300 | Common | SHARED |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $596,356 | 0.02% | 5,800 | Common | SHARED |
| 038222105 | AMAT | APPLIED MATLS INC | $498,420 | 0.01% | 3,600 | 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.