Q1 2025 · 13F-HR
Insight Holdings Group, LLCholdings as filed
Filed 2025-05-15 · accession 0000899140-25-000665
$1.29B
Reported value
25
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 902685106 | 7WH | UDEMY INC | $295.1M | 22.9% | 38,032,260 | Common | SHARED |
| 81730H109 | S | SENTINELONE INC | $207.7M | 16.1% | 11,425,026 | Common | SHARED |
| 75585H206 | REAX | THE REAL BROKERAGE INC | $138.6M | 10.7% | 34,134,990 | Common | SHARED |
| 63947X101 | NCNO | NCINO INC | $122.5M | 9.49% | 4,458,591 | Common | SHARED |
| 29788T103 | ETWOGBP | E2OPEN PARENT HOLDINGS INC | $99.7M | 7.72% | 49,831,007 | Common | SHARED |
| 594918104 | MSFT | MICROSOFT CORP | $84.7M | 6.56% | 225,730 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $74.8M | 5.80% | 393,300 | Common | SHARED |
| 30303M102 | META | META PLATFORMS INC | $58.2M | 4.51% | 100,940 | Common | SHARED |
| 67066G104 | NVDA | NVIDIA CORPORATION | $55.4M | 4.29% | 511,400 | Common | SHARED |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $35.9M | 2.78% | 216,330 | Common | SHARED |
| 871607107 | SNPS | SYNOPSYS INC | $27.2M | 2.11% | 63,500 | Common | SHARED |
| 037833100 | AAPL | APPLE INC | $25.0M | 1.93% | 112,370 | Common | SHARED |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $17.8M | 1.38% | 83,700 | Common | SHARED |
| 461202103 | INTU | INTUIT | $6.1M | 0.47% | 9,900 | Common | SHARED |
| 81762P102 | NOW | SERVICENOW INC | $5.5M | 0.43% | 6,900 | Common | SHARED |
| 679295105 | OKTA | OKTA INC | $5.0M | 0.38% | 47,050 | Common | SHARED |
| 98980L101 | ZNGA | ZOOM COMMUNICATIONS INC | $4.9M | 0.38% | 65,900 | Common | SHARED |
| 11135F101 | AVGO | BROADCOM INC | $4.5M | 0.35% | 26,710 | Common | SHARED |
| 60937P106 | MDB | MONGODB INC | $4.4M | 0.34% | 25,000 | Common | SHARED |
| 98980G102 | ZS | ZSCALER INC | $3.9M | 0.30% | 19,500 | Common | SHARED |
| 98138H101 | WDAY | WORKDAY | $3.9M | 0.30% | 16,500 | Common | SHARED |
| 03831W108 | APP | APPLOVIN CORP | $3.7M | 0.29% | 13,900 | Common | SHARED |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY SA | $3.1M | 0.24% | 5,700 | Common | SHARED |
| 79589L106 | IOT | SAMSARA INC | $2.0M | 0.15% | 51,000 | Common | SHARED |
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $1.9M | 0.15% | 989,054 | 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.