NEW YORK, NY · CIK 0001305473
Insight Partners
Insight Holdings Group, LLC
Portfolio value
$1.55B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | UDEMY INC | 7WH |
20.2%
|
$313.0M | 38,032,260 SH | — |
| 2 | SENTINELONE INC Class A | S |
16.4%
|
$253.6M | 11,425,026 SH | — |
| 3 | THE REAL BROKERAGE INC | REAX |
10.2%
|
$157.0M | 34,134,990 SH | — |
| 4 | NCINO INC | NCNO |
9.8%
|
$151.6M | 4,513,467 SH | — |
| 5 | E2OPEN PARENT HOLDINGS INC Class A | ETWOGBP |
8.6%
|
$132.6M | 49,831,007 SH | — |
| 6 | MICROSOFT CORP | MSFT |
6.2%
|
$95.4M | 226,430 SH | — |
| 7 | AMAZON COM INC | AMZN |
5.8%
|
$89.9M | 409,900 SH | — |
| 8 | NVIDIA CORPORATION | NVDA |
3.7%
|
$57.4M | 427,100 SH | — |
| 9 | META PLATFORMS INC Class A | META |
3.7%
|
$56.9M | 97,240 SH | — |
| 10 | APPLE INC | AAPL |
2.7%
|
$41.3M | 165,070 SH | — |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD ADR | TSM |
2.6%
|
$40.3M | 203,830 SH | — |
| 12 | SERVICENOW INC | NOW |
2.2%
|
$33.7M | 31,800 SH | — |
| 13 | ALPHABET INC Class A | GOOGL |
2.0%
|
$30.6M | 161,720 SH | — |
| 14 | ATLASSIAN CORPORATION Class A | TEAM |
1.9%
|
$29.4M | 120,700 SH | — |
| 15 | SALESFORCE INC | CRM |
1.1%
|
$16.5M | 49,500 SH | — |
| 16 | SHOPIFY INC Class A | SHOP |
0.5%
|
$7.2M | 67,900 SH | — |
| 17 | INTUIT | INTU |
0.4%
|
$5.7M | 9,000 SH | — |
| 18 | ZOOM COMMUNICATIONS INC Class A | ZM |
0.3%
|
$5.4M | 65,900 SH | — |
| 19 | BROADCOM INC | AVGO |
0.3%
|
$4.8M | 20,710 SH | — |
| 20 | OKTA INC Class A | OKTA |
0.2%
|
$3.7M | 47,050 SH | — |
| 21 | SYNOPSYS INC | SNPS |
0.2%
|
$3.7M | 7,600 SH | — |
| 22 | VERTIV HOLDINGS CO Class A | VRT |
0.2%
|
$3.7M | 32,200 SH | — |
| 23 | KYVERNA THERAPEUTICS INC | KYTX |
0.2%
|
$3.4M | 912,915 SH | — |
| 24 | SPOTIFY TECHNOLOGY SA | SPOT |
0.2%
|
$2.6M | 5,700 SH | — |
| 25 | MONGODB INC Class A | MDB |
0.2%
|
$2.5M | 10,900 SH | — |
| 26 | ZSCALER INC | ZS |
0.1%
|
$2.3M | 12,500 SH | — |
| 27 | APPLOVIN CORP Class A | APP |
0.1%
|
$1.6M | 5,000 SH | — |
| 28 | SERVICETITAN INC Class A | TTAN |
0.0%
|
$103K | 1,000 SH | — |
New this quarter
No new positions.
Exited this quarter
No exits.