Q2 2024 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2024-08-13 · accession 0000899140-24-000869
$2.89B
Reported value
30
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 63947X101 | NCNO | NCINO INC | $786.7M | 27.3% | 25,013,467 | Common | SHARED |
| 81730H109 | S | SENTINELONE INC | $508.3M | 17.6% | 24,146,230 | Common | SHARED |
| M97628107 | — | WALKME LTD | $338.8M | 11.7% | 24,253,823 | Common | SHARED |
| 902685106 | 7WH | UDEMY INC | $328.2M | 11.4% | 38,032,260 | Common | SHARED |
| 29788T103 | ETWOGBP | E2OPEN PARENT HOLDINGS INC | $223.7M | 7.76% | 49,831,007 | Common | SHARED |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $140.4M | 4.87% | 34,573,696 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $79.2M | 2.75% | 409,900 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $74.8M | 2.59% | 167,460 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $74.0M | 2.56% | 146,730 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $67.5M | 2.34% | 546,000 | Common | SHARED |
| 037833100 | AAPL | APPLE INC | $56.8M | 1.97% | 269,800 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $51.6M | 1.79% | 283,500 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $35.3M | 1.22% | 203,300 | Common | SHARED |
| 03783C100 | APPF | APPFOLIO INC | $21.1M | 0.73% | 86,461 | Common | SHARED |
| 679295105 | OKTA | OKTA INC | $21.0M | 0.73% | 223,850 | Common | SHARED |
| 23804L103 | DDOG | DATADOG INC | $18.0M | 0.62% | 138,600 | Common | SHARED |
| 781154109 | RBRK | RUBRIK INC. | $15.3M | 0.53% | 500,000 | Common | SHARED |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $6.8M | 0.24% | 912,915 | Common | SHARED |
| 11135F101 | AVGO | BROADCOM INC | $5.6M | 0.19% | 3,500 | Common | SHARED |
| 69370C100 | PTC | PTC INC | $5.6M | 0.19% | 30,800 | Common | SHARED |
| 871607107 | SNPS | SYNOPSYS INC | $4.2M | 0.15% | 7,100 | Common | SHARED |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $3.7M | 0.13% | 21,100 | Common | SHARED |
| 79466L302 | CRM | SALESFORCE INC | $3.5M | 0.12% | 13,630 | Common | SHARED |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $2.7M | 0.09% | 16,800 | Common | SHARED |
| 60937P106 | MDB | MONGODB INC | $2.7M | 0.09% | 10,900 | Common | SHARED |
| 038222105 | AMAT | APPLIED MATLS INC | $2.3M | 0.08% | 9,600 | Common | SHARED |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY SA | $1.8M | 0.06% | 5,700 | Common | SHARED |
| 98980G102 | ZS | ZSCALER INC | $1.8M | 0.06% | 9,200 | Common | SHARED |
| 82509L107 | SHOP | SHOPIFY INC | $1.7M | 0.06% | 26,300 | Common | SHARED |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $1.7M | 0.06% | 19,500 | 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.