Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 12, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 32
- +2 vs. Q3 2023
- Portfolio value
- $4.14B
- +$289.2M (+7.5%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NCNOnCino, Inc. | COM | 39,123,014 | $1.32B | 31.8% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 34,646,230 | $950.7M | 22.9% | 00.0% | Unchanged | History |
| UDMYUdemy, Inc. | COM | 38,032,260 | $560.2M | 13.5% | −4,000,000−9.5% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 1,617,264 | $303.7M | 7.3% | −3,000,000−65.0% | Reduced | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $258.8M | 6.2% | 00.0% | Unchanged | – |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $218.8M | 5.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 162,010 | $60.9M | 1.5% | +38,610+31.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 369,400 | $56.1M | 1.4% | +45,400+14.0% | Added | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $55.3M | 1.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 151,700 | $53.7M | 1.3% | −1,200−0.8% | Reduced | History |
| AYXAlteryx, Inc. | COM CL A | 911,829 | $43.0M | 1.0% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 109,200 | $28.7M | 0.7% | +24,300+28.6% | Added | History |
| APPFAppfolio Inc | COM CL A | 152,861 | $26.5M | 0.6% | −40,450−20.9% | Reduced | History |
| TEAMAtlassian Corp | CL A | 109,500 | $26.0M | 0.6% | +109,500 | New | History |
| GOOGLAlphabet Inc. | Stock | 170,800 | $23.9M | 0.6% | −157,600−48.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 45,500 | $22.5M | 0.5% | +15,200+50.2% | Added | History |
| DIBS1stdibs.com, Inc. | COM | 4,624,102 | $21.6M | 0.5% | −440,352−8.7% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 67,700 | $17.3M | 0.4% | +12,200+22.0% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 138,600 | $16.8M | 0.4% | −94,500−40.5% | Reduced | History |
| OKTAOkta, Inc. | CL A | 159,650 | $14.5M | 0.3% | −23,050−12.6% | Reduced | History |
| FROGJFrog Ltd | Stock | 410,564 | $14.2M | 0.3% | +205,282+100.0% | Added | History |
| PTCPTC Inc. | Stock | 77,700 | $13.6M | 0.3% | +7,900+11.3% | Added | History |
| PCORProcore Technologies, Inc. | COM | 168,900 | $11.7M | 0.3% | +152,000+899.4% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 86,700 | $9.02M | 0.2% | +79,400+1,087.7% | Added | History |
| FTNTFortinet, Inc. | Stock | 115,700 | $6.77M | 0.2% | +115,700 | New | History |
| WDAYWorkday, Inc. | CL A | 12,100 | $3.34M | 0.1% | +6,400+112.3% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 8,500 | $2.51M | 0.1% | +1,100+14.9% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 14,000 | $2.06M | <0.1% | +8,200+141.4% | Added | History |
| AMATApplied Materials Inc | Stock | 8,000 | $1.30M | <0.1% | +4,400+122.2% | Added | History |
| XYZBlock, Inc. | CL A | 15,200 | $1.18M | <0.1% | +15,200 | New | History |
| NETCloudflare, Inc. | CL A COM | 13,700 | $1.14M | <0.1% | +13,700 | New | History |
| MDBMongoDB, Inc. | CL A | 2,700 | $1.10M | <0.1% | +2,700 | New | History |
Sold out since Q3 2023 (3)
Positions held at the end of Q3 2023 that are gone from this filing.