Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 30
- −1 vs. Q1 2024
- Portfolio value
- $2.89B
- −$696.3M (−19.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NCNOnCino, Inc. | COM | 25,013,467 | $786.7M | 27.3% | −14,109,547−36.1% | Reduced | History |
| SSentinelOne, Inc. | CL A | 24,146,230 | $508.3M | 17.6% | −3,500,000−12.7% | Reduced | History |
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $338.8M | 11.7% | 00.0% | Unchanged | – |
| UDMYUdemy, Inc. | COM | 38,032,260 | $328.2M | 11.4% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $223.7M | 7.8% | 00.0% | Unchanged | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $140.4M | 4.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 409,900 | $79.2M | 2.7% | +8,300+2.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 167,460 | $74.8M | 2.6% | +7,050+4.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 146,730 | $74.0M | 2.6% | +130+0.1% | Added | History |
| NVDANVIDIA Corp | Stock | 546,000 | $67.5M | 2.3% | +21,000+4.0% | AddedConverted for a 10-for-1 split | History |
| AAPLApple Inc. | Stock | 269,800 | $56.8M | 2.0% | +269,800 | New | History |
| GOOGLAlphabet Inc. | Stock | 283,500 | $51.6M | 1.8% | +11,400+4.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 203,300 | $35.3M | 1.2% | +9,500+4.9% | Added | History |
| APPFAppfolio Inc | COM CL A | 86,461 | $21.1M | 0.7% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 223,850 | $21.0M | 0.7% | +21,000+10.4% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 138,600 | $18.0M | 0.6% | 00.0% | Unchanged | History |
| RBRKRubrik, Inc. | Stock | 500,000 | $15.3M | 0.5% | +500,000 | New | History |
| KYTXKyverna Therapeutics, Inc. | COM | 912,915 | $6.85M | 0.2% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 3,500 | $5.62M | 0.2% | +2,500+250.0% | Added | History |
| PTCPTC Inc. | Stock | 30,800 | $5.60M | 0.2% | +5,100+19.8% | Added | History |
| SNPSSynopsys Inc | COM | 7,100 | $4.22M | 0.1% | +7,100 | New | History |
| TEAMAtlassian Corp | CL A | 21,100 | $3.73M | 0.1% | +6,400+43.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 13,630 | $3.50M | 0.1% | −89,370−86.8% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 16,800 | $2.73M | 0.1% | +2,800+20.0% | Added | History |
| MDBMongoDB, Inc. | CL A | 10,900 | $2.72M | 0.1% | +4,500+70.3% | Added | History |
| AMATApplied Materials Inc | Stock | 9,600 | $2.27M | 0.1% | +1,600+20.0% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 5,700 | $1.79M | 0.1% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 9,200 | $1.77M | 0.1% | +2,500+37.3% | Added | History |
| SHOPShopify Inc. | Stock | 26,300 | $1.74M | 0.1% | +26,300 | New | History |
| VRTVertiv Holdings Co | COM CL A | 19,500 | $1.69M | 0.1% | +3,200+19.6% | Added | History |
Sold out since Q1 2024 (5)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| DIBS1stdibs.com, Inc. | COM | 4,214,102 | $25.1M | 0.7% | History |
| FTNTFortinet, Inc. | Stock | 239,100 | $16.3M | 0.5% | History |
| WDAYWorkday, Inc. | CL A | 49,300 | $13.4M | 0.4% | History |
| PCORProcore Technologies, Inc. | COM | 48,100 | $3.95M | 0.1% | History |
| XYZBlock, Inc. | CL A | 15,200 | $1.29M | <0.1% | History |