Q1 2024 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2024-05-13 · accession 0000899140-24-000567
$3.58B
Reported value
31
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 63947X101 | NCNO | NCINO INC | $1.46B | 40.8% | 39,123,014 | Common | SHARED |
| 81730H109 | S | SENTINELONE INC | $644.4M | 18.0% | 27,646,230 | Common | SHARED |
| 902685106 | 7WH | UDEMY INC | $417.6M | 11.7% | 38,032,260 | Common | SHARED |
| 29788T103 | ETWOGBP | E2OPEN PARENT HOLDINGS INC | $221.2M | 6.18% | 49,831,007 | Common | SHARED |
| M97628107 | — | WALKME LTD | $208.6M | 5.82% | 24,253,823 | Common | SHARED |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $107.9M | 3.01% | 34,573,696 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $72.4M | 2.02% | 401,600 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $71.2M | 1.99% | 146,600 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $67.5M | 1.88% | 160,410 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $47.4M | 1.32% | 52,500 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $41.1M | 1.15% | 272,100 | Common | SHARED |
| 79466L302 | CRM | SALESFORCE INC | $31.0M | 0.87% | 103,000 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $26.4M | 0.74% | 193,800 | Common | SHARED |
| 320551104 | DIBS | 1STDIBS COM INC | $25.1M | 0.70% | 4,214,102 | Common | SHARED |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $22.7M | 0.63% | 912,915 | Common | SHARED |
| 03783C100 | APPF | APPFOLIO INC | $21.3M | 0.60% | 86,461 | Common | SHARED |
| 679295105 | OKTA | OKTA INC | $21.2M | 0.59% | 202,850 | Common | SHARED |
| 23804L103 | DDOG | DATADOG INC | $17.1M | 0.48% | 138,600 | Common | SHARED |
| 34959E109 | FTNT | FORTINET INC | $16.3M | 0.46% | 239,100 | Common | SHARED |
| 98138H101 | WDAY | WORKDAY INC | $13.4M | 0.38% | 49,300 | Common | SHARED |
| 69370C100 | PTC | PTC INC | $4.9M | 0.14% | 25,700 | Common | SHARED |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $4.0M | 0.11% | 48,100 | Common | SHARED |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $2.9M | 0.08% | 14,700 | Common | SHARED |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $2.5M | 0.07% | 14,000 | Common | SHARED |
| 60937P106 | MDB | MONGODB INC | $2.3M | 0.06% | 6,400 | Common | SHARED |
| 038222105 | AMAT | APPLIED MATLS INC | $1.6M | 0.05% | 8,000 | Common | SHARED |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY SA | $1.5M | 0.04% | 5,700 | Common | SHARED |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $1.3M | 0.04% | 16,300 | Common | SHARED |
| 11135F101 | AVGO | BROADCOM INC | $1.3M | 0.04% | 1,000 | Common | SHARED |
| 98980G102 | ZS | ZSCALER INC | $1.3M | 0.04% | 6,700 | Common | SHARED |
| 852234103 | XYZ | BLOCK INC | $1.3M | 0.04% | 15,200 | 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.