Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 31
- −1 vs. Q4 2023
- Portfolio value
- $3.58B
- −$561.4M (−13.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NCNOnCino, Inc. | COM | 39,123,014 | $1.46B | 40.8% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 27,646,230 | $644.4M | 18.0% | −7,000,000−20.2% | Reduced | History |
| UDMYUdemy, Inc. | COM | 38,032,260 | $417.6M | 11.7% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $221.2M | 6.2% | 00.0% | Unchanged | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $208.6M | 5.8% | 00.0% | Unchanged | – |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $107.9M | 3.0% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 401,600 | $72.4M | 2.0% | +32,200+8.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 146,600 | $71.2M | 2.0% | −5,100−3.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 160,410 | $67.5M | 1.9% | −1,600−1.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 52,500 | $47.4M | 1.3% | +7,000+15.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 272,100 | $41.1M | 1.1% | +101,300+59.3% | Added | History |
| CRMSalesforce, Inc. | Stock | 103,000 | $31.0M | 0.9% | −6,200−5.7% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 193,800 | $26.4M | 0.7% | +107,100+123.5% | Added | History |
| DIBS1stdibs.com, Inc. | COM | 4,214,102 | $25.1M | 0.7% | −410,000−8.9% | Reduced | History |
| KYTXKyverna Therapeutics, Inc. | COM | 912,915 | $22.7M | 0.6% | +912,915 | New | History |
| APPFAppfolio Inc | COM CL A | 86,461 | $21.3M | 0.6% | −66,400−43.4% | Reduced | History |
| OKTAOkta, Inc. | CL A | 202,850 | $21.2M | 0.6% | +43,200+27.1% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 138,600 | $17.1M | 0.5% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 239,100 | $16.3M | 0.5% | +123,400+106.7% | Added | History |
| WDAYWorkday, Inc. | CL A | 49,300 | $13.4M | 0.4% | +37,200+307.4% | Added | History |
| PTCPTC Inc. | Stock | 25,700 | $4.86M | 0.1% | −52,000−66.9% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 48,100 | $3.95M | 0.1% | −120,800−71.5% | Reduced | History |
| TEAMAtlassian Corp | CL A | 14,700 | $2.87M | 0.1% | −94,800−86.6% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 14,000 | $2.53M | 0.1% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 6,400 | $2.30M | 0.1% | +3,700+137.0% | Added | History |
| AMATApplied Materials Inc | Stock | 8,000 | $1.65M | <0.1% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 5,700 | $1.50M | <0.1% | +5,700 | New | History |
| VRTVertiv Holdings Co | COM CL A | 16,300 | $1.33M | <0.1% | +16,300 | New | History |
| AVGOBroadcom Inc. | Stock | 1,000 | $1.33M | <0.1% | +1,000 | New | History |
| ZSZscaler, Inc. | Stock | 6,700 | $1.29M | <0.1% | +6,700 | New | History |
| XYZBlock, Inc. | CL A | 15,200 | $1.29M | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (6)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| MNDYmonday.com Ltd. | SHS | 1,617,264 | $303.7M | 7.3% | History |
| AYXAlteryx, Inc. | COM CL A | 911,829 | $43.0M | 1.0% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 67,700 | $17.3M | 0.4% | History |
| FROGJFrog Ltd | Stock | 410,564 | $14.2M | 0.3% | History |
| PANWPalo Alto Networks Inc | Stock | 8,500 | $2.51M | 0.1% | History |
| NETCloudflare, Inc. | CL A COM | 13,700 | $1.14M | <0.1% | History |