NEW YORK, NY · CIK 0001305473
Insight Partners
Insight Holdings Group, LLC
Portfolio value
$1.62B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | HINGE HEALTH INC Class A | HNGE |
33.4%
|
$541.3M | 11,029,604 SH | unchanged |
| 2 | UDEMY INC | 7WH |
16.5%
|
$266.6M | 38,032,260 SH | unchanged |
| 3 | SENTINELONE INC Class A | S |
9.2%
|
$148.4M | 8,425,026 SH | reduced -26% |
| 4 | MICROSOFT CORP | MSFT |
7.0%
|
$112.6M | 217,430 SH | reduced -5% |
| 5 | NVIDIA CORPORATION | NVDA |
5.4%
|
$87.0M | 466,200 SH | reduced -9% |
| 6 | AMAZON COM INC | AMZN |
4.9%
|
$78.8M | 358,700 SH | reduced -20% |
| 7 | META PLATFORMS INC Class A | META |
3.9%
|
$62.4M | 84,940 SH | unchanged |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD ADR | TSM |
3.7%
|
$59.5M | 213,030 SH | reduced -14% |
| 9 | STUBHUB HLDGS INC Class A | STUB |
3.6%
|
$57.9M | 3,437,380 SH | new |
| 10 | APPFOLIO INC Class A | APPF |
2.6%
|
$42.1M | 152,600 SH | unchanged |
| 11 | THE REAL BROKERAGE INC | REAX |
2.0%
|
$31.9M | 7,623,461 SH | reduced -75% |
| 12 | ALPHABET INC Class A | GOOGL |
1.3%
|
$21.1M | 86,900 SH | new |
| 13 | BROADCOM INC | AVGO |
1.1%
|
$17.4M | 52,710 SH | unchanged |
| 14 | MONGODB INC Class A | MDB |
0.9%
|
$14.4M | 46,400 SH | reduced -24% |
| 15 | APPLOVIN CORP Class A | APP |
0.7%
|
$12.1M | 16,900 SH | increased +22% |
| 16 | ORACLE | ORCL |
0.6%
|
$9.8M | 34,800 SH | new |
| 17 | SAMSARA INC Class A | IOT |
0.5%
|
$7.7M | 207,200 SH | new |
| 18 | SYNOPSYS INC | SNPS |
0.4%
|
$6.2M | 12,500 SH | reduced -32% |
| 19 | KYVERNA THERAPEUTICS INC | KYTX |
0.4%
|
$5.9M | 989,054 SH | unchanged |
| 20 | ROBINHOOD MARKETS Class A | HOOD |
0.4%
|
$5.8M | 40,500 SH | unchanged |
| 21 | PALO ALTO NETWORKS | PANW |
0.3%
|
$5.3M | 26,000 SH | new |
| 22 | VISA Class A | V |
0.3%
|
$5.2M | 15,300 SH | unchanged |
| 23 | INTUIT | INTU |
0.3%
|
$5.2M | 7,600 SH | reduced -33% |
| 24 | SPOTIFY TECHNOLOGY SA | SPOT |
0.3%
|
$5.1M | 7,300 SH | unchanged |
| 25 | NETSKOPE Class A | NTSK |
0.2%
|
$4.0M | 175,000 SH | new |
| 26 | ATLASSIAN CORPORATION Class A | TEAM |
0.2%
|
$3.9M | 24,400 SH | unchanged |
| 27 | CLOUDFLARE INC Class A | NET |
0.2%
|
$2.6M | 12,000 SH | new |
New this quarter
| Issuer | Ticker | Value | Shares |
|---|---|---|---|
| STUBHUB HLDGS INC | STUB | $57.9M | 3,437,380 |
| ALPHABET INC | GOOGL | $21.1M | 86,900 |
| ORACLE | ORCL | $9.8M | 34,800 |
| SAMSARA INC | IOT | $7.7M | 207,200 |
| PALO ALTO NETWORKS | PANW | $5.3M | 26,000 |
| NETSKOPE | NTSK | $4.0M | 175,000 |
| CLOUDFLARE INC | NET | $2.6M | 12,000 |
Exited this quarter
| Issuer | Ticker | Prior value | Prior shares |
|---|---|---|---|
| COREWEAVE INC | CRWV | $363.5M | 2,229,328 |
| E2OPEN PARENT HOLDINGS INC | ETWOGBP | $161.0M | 49,831,007 |
| NCINO INC | NCNO | $124.7M | 4,458,591 |
| NETFLIX | NFLX | $11.8M | 8,800 |
| SERVICENOW INC | NOW | $10.7M | 10,400 |
| ZSCALER INC | ZS | $6.1M | 19,500 |
| OKTA INC | OKTA | $4.7M | 47,050 |
| CYBERARK SOFTWARE | — | $4.5M | 11,000 |