NEW YORK, NY · CIK 0001305473
Insight Partners
Insight Holdings Group, LLC
Portfolio value
$1.34B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | HINGE HEALTH INC Class A | HNGE |
32.6%
|
$435.5M | 9,375,164 SH | reduced -15% |
| 2 | UDEMY INC | 7WH |
16.6%
|
$222.5M | 38,032,260 SH | unchanged |
| 3 | NVIDIA CORPORATION | NVDA |
7.7%
|
$102.5M | 549,640 SH | increased +18% |
| 4 | ALPHABET INC Class A | GOOGL |
6.6%
|
$88.8M | 283,760 SH | increased +227% |
| 5 | MICROSOFT CORP | MSFT |
6.6%
|
$88.4M | 182,705 SH | reduced -16% |
| 6 | AMAZON COM INC | AMZN |
6.1%
|
$81.6M | 353,670 SH | reduced -1% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD ADR | TSM |
5.1%
|
$68.4M | 225,225 SH | increased +6% |
| 8 | STUBHUB HLDGS INC Class A | STUB |
3.5%
|
$46.5M | 3,437,380 SH | unchanged |
| 9 | META PLATFORMS INC Class A | META |
2.7%
|
$36.8M | 55,695 SH | reduced -34% |
| 10 | THE REAL BROKERAGE INC | REAX |
1.9%
|
$25.4M | 6,968,725 SH | reduced -9% |
| 11 | BROADCOM INC | AVGO |
1.6%
|
$20.8M | 60,010 SH | increased +14% |
| 12 | APPLE INC | AAPL |
1.1%
|
$14.4M | 52,940 SH | new |
| 13 | APPFOLIO INC Class A | APPF |
0.8%
|
$10.4M | 44,550 SH | reduced -71% |
| 14 | PALO ALTO NETWORKS | PANW |
0.7%
|
$9.5M | 51,705 SH | increased +99% |
| 15 | KYVERNA THERAPEUTICS INC | KYTX |
0.7%
|
$9.3M | 989,054 SH | unchanged |
| 16 | MONGODB INC Class A | MDB |
0.6%
|
$8.6M | 20,390 SH | reduced -56% |
| 17 | APPLOVIN CORP Class A | APP |
0.6%
|
$8.3M | 12,260 SH | reduced -27% |
| 18 | VISA Class A | V |
0.5%
|
$7.2M | 20,395 SH | increased +33% |
| 19 | SYNOPSYS INC | SNPS |
0.5%
|
$7.1M | 15,170 SH | increased +21% |
| 20 | SAMSARA INC Class A | IOT |
0.5%
|
$6.6M | 186,640 SH | reduced -10% |
| 21 | ROBINHOOD MARKETS Class A | HOOD |
0.4%
|
$4.7M | 41,715 SH | increased +3% |
| 22 | SHOPIFY INC Class A | SHOP |
0.3%
|
$4.6M | 28,530 SH | new |
| 23 | CONSTELLATION ENERGY CORP | CEG |
0.3%
|
$4.5M | 12,875 SH | new |
| 24 | SPOTIFY TECHNOLOGY SA | SPOT |
0.3%
|
$4.4M | 7,520 SH | increased +3% |
| 25 | INTEL CORP | INTC |
0.3%
|
$3.9M | 104,545 SH | new |
| 26 | TESLA INC | TSLA |
0.3%
|
$3.7M | 8,140 SH | new |
| 27 | ADVANCED MICRO DEVICES | AMD |
0.3%
|
$3.6M | 16,585 SH | new |
| 28 | VERTIV HOLDINGS CO | VRT |
0.2%
|
$3.2M | 19,780 SH | new |
| 29 | CELESTICA | CLS |
0.2%
|
$3.2M | 10,815 SH | new |
| 30 | NETSKOPE Class A | NTSK |
0.2%
|
$3.1M | 175,000 SH | unchanged |
New this quarter
| Issuer | Ticker | Value | Shares |
|---|---|---|---|
| APPLE INC | AAPL | $14.4M | 52,940 |
| SHOPIFY INC | SHOP | $4.6M | 28,530 |
| CONSTELLATION ENERGY CORP | CEG | $4.5M | 12,875 |
| INTEL CORP | INTC | $3.9M | 104,545 |
| TESLA INC | TSLA | $3.7M | 8,140 |
| ADVANCED MICRO DEVICES | AMD | $3.6M | 16,585 |
| VERTIV HOLDINGS CO | VRT | $3.2M | 19,780 |
| CELESTICA | CLS | $3.2M | 10,815 |
Exited this quarter
| Issuer | Ticker | Prior value | Prior shares |
|---|---|---|---|
| SENTINELONE INC | S | $148.4M | 8,425,026 |
| ORACLE | ORCL | $9.8M | 34,800 |
| INTUIT | INTU | $5.2M | 7,600 |
| ATLASSIAN CORPORATION | TEAM | $3.9M | 24,400 |
| CLOUDFLARE INC | NET | $2.6M | 12,000 |