Q4 2024 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2025-02-14 · accession 0000899140-25-000303
$1.55B
Reported value
28
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 902685106 | 7WH | UDEMY INC | $313.0M | 20.2% | 38,032,260 | Common | SHARED |
| 81730H109 | S | SENTINELONE INC | $253.6M | 16.4% | 11,425,026 | Common | SHARED |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $157.0M | 10.2% | 34,134,990 | Common | SHARED |
| 63947X101 | NCNO | NCINO INC | $151.6M | 9.80% | 4,513,467 | Common | SHARED |
| 29788T103 | ETWOGBP | E2OPEN PARENT HOLDINGS INC | $132.6M | 8.57% | 49,831,007 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $95.4M | 6.17% | 226,430 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $89.9M | 5.82% | 409,900 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $57.4M | 3.71% | 427,100 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $56.9M | 3.68% | 97,240 | Common | SHARED |
| 037833100 | AAPL | APPLE INC | $41.3M | 2.67% | 165,070 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $40.3M | 2.60% | 203,830 | Common | SHARED |
| 81762P102 | NOW | SERVICENOW INC | $33.7M | 2.18% | 31,800 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $30.6M | 1.98% | 161,720 | Common | SHARED |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $29.4M | 1.90% | 120,700 | Common | SHARED |
| 79466L302 | CRM | SALESFORCE INC | $16.5M | 1.07% | 49,500 | Common | SHARED |
| 82509L107 | SHOP | SHOPIFY INC | $7.2M | 0.47% | 67,900 | Common | SHARED |
| 461202103 | INTU | INTUIT | $5.7M | 0.37% | 9,000 | Common | SHARED |
| 98980L101 | ZNGA | ZOOM COMMUNICATIONS INC | $5.4M | 0.35% | 65,900 | Common | SHARED |
| 11135F101 | AVGO | BROADCOM INC | $4.8M | 0.31% | 20,710 | Common | SHARED |
| 679295105 | OKTA | OKTA INC | $3.7M | 0.24% | 47,050 | Common | SHARED |
| 871607107 | SNPS | SYNOPSYS INC | $3.7M | 0.24% | 7,600 | Common | SHARED |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $3.7M | 0.24% | 32,200 | Common | SHARED |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $3.4M | 0.22% | 912,915 | Common | SHARED |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY SA | $2.6M | 0.16% | 5,700 | Common | SHARED |
| 60937P106 | MDB | MONGODB INC | $2.5M | 0.16% | 10,900 | Common | SHARED |
| 98980G102 | ZS | ZSCALER INC | $2.3M | 0.15% | 12,500 | Common | SHARED |
| 03831W108 | APP | APPLOVIN CORP | $1.6M | 0.10% | 5,000 | Common | SHARED |
| 81764X103 | TTAN | SERVICETITAN INC | $102,870 | 0.01% | 1,000 | 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.