NEW YORK, NY · CIK 0001305473
Insight Partners
Insight Holdings Group, LLC
Portfolio value
$1.29B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | UDEMY INC | 7WH |
22.9%
|
$295.1M | 38,032,260 SH | unchanged |
| 2 | SENTINELONE INC Class A | S |
16.1%
|
$207.7M | 11,425,026 SH | unchanged |
| 3 | THE REAL BROKERAGE INC | REAX |
10.7%
|
$138.6M | 34,134,990 SH | unchanged |
| 4 | NCINO INC | NCNO |
9.5%
|
$122.5M | 4,458,591 SH | reduced -1% |
| 5 | E2OPEN PARENT HOLDINGS INC Class A | ETWOGBP |
7.7%
|
$99.7M | 49,831,007 SH | unchanged |
| 6 | MICROSOFT CORP | MSFT |
6.6%
|
$84.7M | 225,730 SH | reduced -0% |
| 7 | AMAZON COM INC | AMZN |
5.8%
|
$74.8M | 393,300 SH | reduced -4% |
| 8 | META PLATFORMS INC Class A | META |
4.5%
|
$58.2M | 100,940 SH | increased +4% |
| 9 | NVIDIA CORPORATION | NVDA |
4.3%
|
$55.4M | 511,400 SH | increased +20% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD ADR | TSM |
2.8%
|
$35.9M | 216,330 SH | increased +6% |
| 11 | SYNOPSYS INC | SNPS |
2.1%
|
$27.2M | 63,500 SH | increased +736% |
| 12 | APPLE INC | AAPL |
1.9%
|
$25.0M | 112,370 SH | reduced -32% |
| 13 | ATLASSIAN CORPORATION Class A | TEAM |
1.4%
|
$17.8M | 83,700 SH | reduced -31% |
| 14 | INTUIT | INTU |
0.5%
|
$6.1M | 9,900 SH | increased +10% |
| 15 | SERVICENOW INC | NOW |
0.4%
|
$5.5M | 6,900 SH | reduced -78% |
| 16 | OKTA INC Class A | OKTA |
0.4%
|
$5.0M | 47,050 SH | unchanged |
| 17 | ZOOM COMMUNICATIONS INC Class A | ZM |
0.4%
|
$4.9M | 65,900 SH | unchanged |
| 18 | BROADCOM INC | AVGO |
0.3%
|
$4.5M | 26,710 SH | increased +29% |
| 19 | MONGODB INC Class A | MDB |
0.3%
|
$4.4M | 25,000 SH | increased +129% |
| 20 | ZSCALER INC | ZS |
0.3%
|
$3.9M | 19,500 SH | increased +56% |
| 21 | WORKDAY Class A | WDAY |
0.3%
|
$3.9M | 16,500 SH | new |
| 22 | APPLOVIN CORP Class A | APP |
0.3%
|
$3.7M | 13,900 SH | increased +178% |
| 23 | SPOTIFY TECHNOLOGY SA | SPOT |
0.2%
|
$3.1M | 5,700 SH | unchanged |
| 24 | SAMSARA INC Class A | IOT |
0.2%
|
$2.0M | 51,000 SH | new |
| 25 | KYVERNA THERAPEUTICS INC | KYTX |
0.1%
|
$1.9M | 989,054 SH | increased +8% |
New this quarter
| Issuer | Ticker | Value | Shares |
|---|---|---|---|
| WORKDAY | WDAY | $3.9M | 16,500 |
| SAMSARA INC | IOT | $2.0M | 51,000 |
Exited this quarter
| Issuer | Ticker | Prior value | Prior shares |
|---|---|---|---|
| ALPHABET INC | GOOGL | $30.6M | 161,720 |
| SALESFORCE INC | CRM | $16.5M | 49,500 |
| SHOPIFY INC | SHOP | $7.2M | 67,900 |
| VERTIV HOLDINGS CO | VRT | $3.7M | 32,200 |
| SERVICETITAN INC | TTAN | $103K | 1,000 |