Q3 2024 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2024-11-14 · accession 0000899140-24-001236
$2.30B
Reported value
29
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81730H109 | S | SENTINELONE INC | $577.6M | 25.1% | 24,146,230 | Common | SHARED |
| 63947X101 | NCNO | NCINO INC | $505.9M | 22.0% | 16,013,467 | Common | SHARED |
| 902685106 | 7WH | UDEMY INC | $283.0M | 12.3% | 38,032,260 | Common | SHARED |
| 29788T103 | ETWOGBP | E2OPEN PARENT HOLDINGS INC | $219.8M | 9.55% | 49,831,007 | Common | SHARED |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $191.9M | 8.34% | 34,573,696 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $76.8M | 3.34% | 134,130 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $76.4M | 3.32% | 409,900 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $70.8M | 3.08% | 164,560 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $66.2M | 2.88% | 545,200 | Common | SHARED |
| 037833100 | AAPL | APPLE INC | $62.9M | 2.73% | 269,800 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $35.3M | 1.53% | 203,300 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $21.8M | 0.95% | 131,600 | Common | SHARED |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $17.4M | 0.76% | 109,700 | Common | SHARED |
| 679295105 | OKTA | OKTA INC | $16.6M | 0.72% | 223,850 | Common | SHARED |
| 23804L103 | DDOG | DATADOG INC | $16.1M | 0.70% | 139,600 | Common | SHARED |
| 03783C100 | APPF | APPFOLIO INC | $12.0M | 0.52% | 51,061 | Common | SHARED |
| 871607107 | SNPS | SYNOPSYS INC | $10.2M | 0.44% | 20,100 | Common | SHARED |
| 11135F101 | AVGO | BROADCOM INC | $6.3M | 0.27% | 36,400 | Common | SHARED |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $4.5M | 0.19% | 59,600 | Common | SHARED |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $4.5M | 0.19% | 912,915 | Common | SHARED |
| 82509L107 | SHOP | SHOPIFY INC | $4.4M | 0.19% | 55,100 | Common | SHARED |
| 81762P102 | NOW | SERVICENOW INC | $3.3M | 0.14% | 3,700 | Common | SHARED |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $3.2M | 0.14% | 32,200 | Common | SHARED |
| 69370C100 | PTC | PTC INC | $3.0M | 0.13% | 16,800 | Common | SHARED |
| 60937P106 | MDB | MONGODB INC | $2.9M | 0.13% | 10,900 | Common | SHARED |
| 98980L101 | ZNGA | ZOOM VIDEO COMMUNICATIONS IN | $2.5M | 0.11% | 36,000 | Common | SHARED |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY SA | $2.1M | 0.09% | 5,700 | Common | SHARED |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $1.8M | 0.08% | 11,200 | Common | SHARED |
| 98980G102 | ZS | ZSCALER INC | $1.7M | 0.07% | 10,000 | 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.