NEW YORK, NY · CIK 0001305473
Insight Partners
Insight Holdings Group, LLC
Portfolio value
$2.39B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | HINGE HEALTH INC Class A | HNGE |
23.9%
|
$570.8M | 11,029,604 SH | new |
| 2 | COREWEAVE INC Class A | CRWV |
15.2%
|
$363.5M | 2,229,328 SH | new |
| 3 | UDEMY INC | 7WH |
11.2%
|
$267.4M | 38,032,260 SH | unchanged |
| 4 | SENTINELONE INC Class A | S |
8.7%
|
$208.8M | 11,425,026 SH | unchanged |
| 5 | E2OPEN PARENT HOLDINGS INC Class A | ETWOGBP |
6.7%
|
$161.0M | 49,831,007 SH | unchanged |
| 6 | THE REAL BROKERAGE INC | REAX |
5.7%
|
$137.1M | 30,401,595 SH | reduced -11% |
| 7 | NCINO INC | NCNO |
5.2%
|
$124.7M | 4,458,591 SH | unchanged |
| 8 | MICROSOFT CORP | MSFT |
4.8%
|
$113.6M | 228,430 SH | increased +1% |
| 9 | AMAZON COM INC | AMZN |
4.1%
|
$98.8M | 450,400 SH | increased +15% |
| 10 | NVIDIA CORPORATION | NVDA |
3.4%
|
$80.8M | 511,400 SH | unchanged |
| 11 | META PLATFORMS INC Class A | META |
2.6%
|
$62.7M | 84,940 SH | reduced -16% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD ADR | TSM |
2.3%
|
$55.9M | 246,930 SH | increased +14% |
| 13 | APPFOLIO INC Class A | APPF |
1.5%
|
$35.1M | 152,600 SH | new |
| 14 | BROADCOM INC | AVGO |
0.6%
|
$14.5M | 52,710 SH | increased +97% |
| 15 | MONGODB INC Class A | MDB |
0.5%
|
$12.8M | 61,000 SH | increased +144% |
| 16 | NETFLIX | NFLX |
0.5%
|
$11.8M | 8,800 SH | new |
| 17 | SERVICENOW INC | NOW |
0.4%
|
$10.7M | 10,400 SH | increased +51% |
| 18 | SYNOPSYS INC | SNPS |
0.4%
|
$9.5M | 18,500 SH | reduced -71% |
| 19 | INTUIT | INTU |
0.4%
|
$9.0M | 11,400 SH | increased +15% |
| 20 | ZSCALER INC | ZS |
0.3%
|
$6.1M | 19,500 SH | unchanged |
| 21 | SPOTIFY TECHNOLOGY SA | SPOT |
0.2%
|
$5.6M | 7,300 SH | increased +28% |
| 22 | VISA Class A | V |
0.2%
|
$5.4M | 15,300 SH | new |
| 23 | ATLASSIAN CORPORATION Class A | TEAM |
0.2%
|
$5.0M | 24,400 SH | reduced -71% |
| 24 | APPLOVIN CORP Class A | APP |
0.2%
|
$4.9M | 13,900 SH | unchanged |
| 25 | OKTA INC Class A | OKTA |
0.2%
|
$4.7M | 47,050 SH | unchanged |
| 26 | CYBERARK SOFTWARE | M2682V108 |
0.2%
|
$4.5M | 11,000 SH | new |
| 27 | ROBINHOOD MARKETS Class A | HOOD |
0.2%
|
$3.8M | 40,500 SH | new |
| 28 | KYVERNA THERAPEUTICS INC | KYTX |
0.1%
|
$3.0M | 989,054 SH | unchanged |
New this quarter
| Issuer | Ticker | Value | Shares |
|---|---|---|---|
| HINGE HEALTH INC | HNGE | $570.8M | 11,029,604 |
| COREWEAVE INC | CRWV | $363.5M | 2,229,328 |
| APPFOLIO INC | APPF | $35.1M | 152,600 |
| NETFLIX | NFLX | $11.8M | 8,800 |
| VISA | V | $5.4M | 15,300 |
| CYBERARK SOFTWARE | — | $4.5M | 11,000 |
| ROBINHOOD MARKETS | HOOD | $3.8M | 40,500 |
Exited this quarter
| Issuer | Ticker | Prior value | Prior shares |
|---|---|---|---|
| APPLE INC | AAPL | $25.0M | 112,370 |
| ZOOM COMMUNICATIONS INC | ZM | $4.9M | 65,900 |
| WORKDAY | WDAY | $3.9M | 16,500 |
| SAMSARA INC | IOT | $2.0M | 51,000 |