Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 16, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 33
- +10 vs. Q4 2022
- Portfolio value
- $4.42B
- −$349.6M (−7.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 10,617,264 | $1.52B | 34.3% | −3,104,023−22.6% | Reduced | History |
| NCNOnCino, Inc. | COM | 39,123,014 | $969.5M | 21.9% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 34,646,230 | $566.8M | 12.8% | 00.0% | Unchanged | History |
| UDMYUdemy, Inc. | COM | 42,032,260 | $371.1M | 8.4% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $290.0M | 6.6% | 00.0% | Unchanged | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $258.1M | 5.8% | 00.0% | Unchanged | – |
| FROGJFrog Ltd | Stock | 5,022,177 | $98.9M | 2.2% | +168,242+3.5% | Added | History |
| AYXAlteryx, Inc. | COM CL A | 911,829 | $53.7M | 1.2% | 00.0% | Unchanged | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $42.0M | 0.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 100,800 | $29.1M | 0.7% | −8,300−7.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 246,500 | $25.5M | 0.6% | +126,500+105.4% | Added | History |
| APPFAppfolio Inc | COM CL A | 182,911 | $22.8M | 0.5% | +11,000+6.4% | Added | History |
| OKTAOkta, Inc. | CL A | 247,300 | $21.3M | 0.5% | +22,300+9.9% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 293,400 | $21.3M | 0.5% | +89,400+43.8% | Added | History |
| CRMSalesforce, Inc. | Stock | 104,000 | $20.8M | 0.5% | +104,000 | New | History |
| DIBS1stdibs.com, Inc. | COM | 5,064,454 | $20.1M | 0.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 167,900 | $17.4M | 0.4% | +167,900 | New | History |
| TEAMAtlassian Corp | CL A | 91,800 | $15.7M | 0.4% | +17,000+22.7% | Added | History |
| WDAYWorkday, Inc. | CL A | 67,600 | $14.0M | 0.3% | +67,600 | New | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 5,353,634 | $11.5M | 0.3% | 00.0% | Unchanged | History |
| WEWeWork Inc. | CL A | 12,500,000 | $9.72M | 0.2% | 00.0% | Unchanged | History |
| PTCPTC Inc. | Stock | 66,700 | $8.55M | 0.2% | +66,700 | New | History |
| BILLBILL Holdings, Inc. | Stock | 99,939 | $8.11M | 0.2% | +99,939 | New | History |
| PANWPalo Alto Networks Inc | Stock | 7,800 | $1.56M | <0.1% | +7,800 | New | History |
| MAMastercard Inc | Stock | 4,100 | $1.49M | <0.1% | −14,900−78.4% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,600 | $1.45M | <0.1% | +10,600 | New | History |
| INTUIntuit Inc. | Stock | 3,200 | $1.43M | <0.1% | −14,100−81.5% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 2,500 | $1.16M | <0.1% | +2,500 | New | History |
| NVDANVIDIA Corp | Stock | 2,400 | $666.6K | <0.1% | +2,400 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 6,600 | $646.9K | <0.1% | +6,600 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,000 | $558.1K | <0.1% | +6,000 | New | History |
| MDBMongoDB, Inc. | CL A | 1,800 | $419.6K | <0.1% | −38,200−95.5% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 8,900 | – | – | +8,900 | New | History |
Sold out since Q4 2022 (2)
Positions held at the end of Q4 2022 that are gone from this filing.