Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 30
- 0 vs. Q2 2023
- Portfolio value
- $3.85B
- −$473.6M (−10.9%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NCNOnCino, Inc. | COM | 39,123,014 | $1.24B | 32.3% | +39,123,014 | New | History |
| MNDYmonday.com Ltd. | SHS | 4,617,264 | $735.2M | 19.1% | −2,000,000−30.2% | Reduced | History |
| SSentinelOne, Inc. | CL A | 34,646,230 | $584.1M | 15.2% | 00.0% | Unchanged | History |
| UDMYUdemy, Inc. | COM | 42,032,260 | $399.3M | 10.4% | 00.0% | Unchanged | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $229.9M | 6.0% | 00.0% | Unchanged | – |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $226.2M | 5.9% | 00.0% | Unchanged | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $61.6M | 1.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 152,900 | $45.9M | 1.2% | +20,400+15.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 328,400 | $43.0M | 1.1% | +40,800+14.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 324,000 | $41.2M | 1.1% | +7,200+2.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 123,400 | $39.0M | 1.0% | +2,600+2.2% | Added | History |
| APPFAppfolio Inc | COM CL A | 193,311 | $35.3M | 0.9% | +3,700+2.0% | Added | History |
| AYXAlteryx, Inc. | COM CL A | 911,829 | $34.4M | 0.9% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 233,100 | $21.2M | 0.6% | +4,700+2.1% | Added | History |
| DIBS1stdibs.com, Inc. | COM | 5,064,454 | $18.4M | 0.5% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 84,900 | $17.2M | 0.4% | +2,000+2.4% | Added | History |
| TEAMAtlassian Corp | CL A | 82,800 | $16.7M | 0.4% | −9,000−9.8% | Reduced | History |
| OKTAOkta, Inc. | CL A | 182,700 | $15.3M | 0.4% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 30,300 | $13.2M | 0.3% | +1,000+3.4% | Added | History |
| PTCPTC Inc. | Stock | 69,800 | $9.89M | 0.3% | +3,100+4.6% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 55,500 | $9.29M | 0.2% | +41,900+308.1% | Added | History |
| FROGJFrog Ltd | Stock | 205,282 | $5.21M | 0.1% | −2,985,137−93.6% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 7,400 | $1.73M | <0.1% | +1,300+21.3% | Added | History |
| WDAYWorkday, Inc. | CL A | 5,700 | $1.22M | <0.1% | −1,500−20.8% | Reduced | History |
| MAMastercard Inc | Stock | 2,900 | $1.15M | <0.1% | −400−12.1% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 16,900 | $1.10M | <0.1% | +16,900 | New | History |
| ORCLOracle Corp | Stock | 9,100 | $963.9K | <0.1% | +9,100 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,300 | $634.4K | <0.1% | +1,300+21.7% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 5,800 | $596.4K | <0.1% | +1,000+20.8% | Added | History |
| AMATApplied Materials Inc | Stock | 3,600 | $498.4K | <0.1% | +3,600 | New | History |
Sold out since Q2 2023 (4)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| NCNOnCino, Inc. | COM | 39,123,014 | $1.18B | 27.2% | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 5,184,514 | $16.9M | 0.4% | History |
| ADBEAdobe Inc. | Stock | 19,700 | $9.63M | 0.2% | History |
| WEWeWork Inc. | CL A | 12,500,000 | $3.19M | 0.1% | History |