Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 30
- −3 vs. Q1 2023
- Portfolio value
- $4.33B
- −$93.8M (−2.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NCNOnCino, Inc. | COM | 39,123,014 | $1.18B | 27.2% | 00.0% | Unchanged | History |
| MNDYmonday.com Ltd. | SHS | 6,617,264 | $1.13B | 26.2% | −4,000,000−37.7% | Reduced | History |
| SSentinelOne, Inc. | CL A | 34,646,230 | $523.2M | 12.1% | 00.0% | Unchanged | History |
| UDMYUdemy, Inc. | COM | 42,032,260 | $451.0M | 10.4% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $279.1M | 6.4% | 00.0% | Unchanged | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $232.8M | 5.4% | 00.0% | Unchanged | – |
| FROGJFrog Ltd | Stock | 3,190,419 | $88.4M | 2.0% | −1,831,758−36.5% | Reduced | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $66.1M | 1.5% | 00.0% | Unchanged | History |
| AYXAlteryx, Inc. | COM CL A | 911,829 | $41.4M | 1.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 316,800 | $41.3M | 1.0% | +70,300+28.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 120,800 | $41.1M | 1.0% | +20,000+19.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 132,500 | $38.0M | 0.9% | +123,600+1,388.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 287,600 | $34.4M | 0.8% | +119,700+71.3% | Added | History |
| APPFAppfolio Inc | COM CL A | 189,611 | $32.6M | 0.8% | +6,700+3.7% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 228,400 | $22.5M | 0.5% | −65,000−22.2% | Reduced | History |
| DIBS1stdibs.com, Inc. | COM | 5,064,454 | $18.9M | 0.4% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 82,900 | $17.5M | 0.4% | −21,100−20.3% | Reduced | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 5,184,514 | $16.9M | 0.4% | −169,120−3.2% | Reduced | History |
| TEAMAtlassian Corp | CL A | 91,800 | $15.4M | 0.4% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 182,700 | $12.7M | 0.3% | −64,600−26.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 29,300 | $12.4M | 0.3% | +26,900+1,120.8% | Added | History |
| ADBEAdobe Inc. | Stock | 19,700 | $9.63M | 0.2% | +19,700 | New | History |
| PTCPTC Inc. | Stock | 66,700 | $9.49M | 0.2% | 00.0% | Unchanged | History |
| WEWeWork Inc. | CL A | 12,500,000 | $3.19M | 0.1% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 13,600 | $2.00M | <0.1% | +3,000+28.3% | Added | History |
| WDAYWorkday, Inc. | CL A | 7,200 | $1.63M | <0.1% | −60,400−89.3% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 6,100 | $1.56M | <0.1% | −1,700−21.8% | Reduced | History |
| MAMastercard Inc | Stock | 3,300 | $1.30M | <0.1% | −800−19.5% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,000 | $605.5K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 4,800 | $546.8K | <0.1% | −1,800−27.3% | Reduced | History |
Sold out since Q1 2023 (4)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| BILLBILL Holdings, Inc. | Stock | 99,939 | $8.11M | 0.2% | History |
| INTUIntuit Inc. | Stock | 3,200 | $1.43M | <0.1% | History |
| NOWServiceNow, Inc. | Stock | 2,500 | $1.16M | <0.1% | History |
| MDBMongoDB, Inc. | CL A | 1,800 | $419.6K | <0.1% | History |