Q4 2023 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2024-02-12 · accession 0000899140-24-000179
$4.14B
Reported value
32
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 63947X101 | NCNO | NCINO INC | $1.32B | 31.8% | 39,123,014 | Common | SHARED |
| 81730H109 | S | SENTINELONE INC | $950.7M | 22.9% | 34,646,230 | Common | SHARED |
| 902685106 | 7WH | UDEMY INC | $560.2M | 13.5% | 38,032,260 | Common | SHARED |
| M7S64H106 | MNDY | MONDAY COM LTD | $303.7M | 7.33% | 1,617,264 | Common | SHARED |
| M97628107 | — | WALKME LTD | $258.8M | 6.25% | 24,253,823 | Common | SHARED |
| 29788T103 | ETWOGBP | E2OPEN PARENT HOLDINGS INC | $218.8M | 5.28% | 49,831,007 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $60.9M | 1.47% | 162,010 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $56.1M | 1.35% | 369,400 | Common | SHARED |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $55.3M | 1.34% | 34,573,696 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $53.7M | 1.30% | 151,700 | Common | SHARED |
| 02156B103 | AYXEUR | ALTERYX INC | $43.0M | 1.04% | 911,829 | Common | SHARED |
| 79466L302 | CRM | SALESFORCE INC | $28.7M | 0.69% | 109,200 | Common | SHARED |
| 03783C100 | APPF | APPFOLIO INC | $26.5M | 0.64% | 152,861 | Common | SHARED |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $26.0M | 0.63% | 109,500 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $23.9M | 0.58% | 170,800 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $22.5M | 0.54% | 45,500 | Common | SHARED |
| 320551104 | DIBS | 1STDIBS COM INC | $21.6M | 0.52% | 4,624,102 | Common | SHARED |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $17.3M | 0.42% | 67,700 | Common | SHARED |
| 23804L103 | DDOG | DATADOG INC | $16.8M | 0.41% | 138,600 | Common | SHARED |
| 679295105 | OKTA | OKTA INC | $14.5M | 0.35% | 159,650 | Common | SHARED |
| M6191J100 | FROG | JFROG LTD | $14.2M | 0.34% | 410,564 | Common | SHARED |
| 69370C100 | PTC | PTC INC | $13.6M | 0.33% | 77,700 | Common | SHARED |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $11.7M | 0.28% | 168,900 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $9.0M | 0.22% | 86,700 | Common | SHARED |
| 34959E109 | FTNT | FORTINET INC | $6.8M | 0.16% | 115,700 | Common | SHARED |
| 98138H101 | WDAY | WORKDAY INC | $3.3M | 0.08% | 12,100 | Common | SHARED |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $2.5M | 0.06% | 8,500 | Common | SHARED |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $2.1M | 0.05% | 14,000 | Common | SHARED |
| 038222105 | AMAT | APPLIED MATLS INC | $1.3M | 0.03% | 8,000 | Common | SHARED |
| 852234103 | XYZ | BLOCK INC | $1.2M | 0.03% | 15,200 | Common | SHARED |
| 18915M107 | NET | CLOUDFLARE INC | $1.1M | 0.03% | 13,700 | Common | SHARED |
| 60937P106 | MDB | MONGODB INC | $1.1M | 0.03% | 2,700 | 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.