Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 29
- −1 vs. Q2 2024
- Portfolio value
- $2.30B
- −$584.2M (−20.2%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SSentinelOne, Inc. | CL A | 24,146,230 | $577.6M | 25.1% | 00.0% | Unchanged | History |
| NCNOnCino, Inc. | COM | 16,013,467 | $505.9M | 22.0% | −9,000,000−36.0% | Reduced | History |
| UDMYUdemy, Inc. | COM | 38,032,260 | $283.0M | 12.3% | 00.0% | Unchanged | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $219.8M | 9.6% | 00.0% | Unchanged | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,573,696 | $191.9M | 8.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 134,130 | $76.8M | 3.3% | −12,600−8.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 409,900 | $76.4M | 3.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 164,560 | $70.8M | 3.1% | −2,900−1.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 545,200 | $66.2M | 2.9% | −800−0.1% | Reduced | History |
| AAPLApple Inc. | Stock | 269,800 | $62.9M | 2.7% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 203,300 | $35.3M | 1.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 131,600 | $21.8M | 0.9% | −151,900−53.6% | Reduced | History |
| TEAMAtlassian Corp | CL A | 109,700 | $17.4M | 0.8% | +88,600+419.9% | Added | History |
| OKTAOkta, Inc. | CL A | 223,850 | $16.6M | 0.7% | 00.0% | Unchanged | History |
| DDOGDatadog, Inc. | CL A COM | 139,600 | $16.1M | 0.7% | +1,000+0.7% | Added | History |
| APPFAppfolio Inc | COM CL A | 51,061 | $12.0M | 0.5% | −35,400−40.9% | Reduced | History |
| SNPSSynopsys Inc | COM | 20,100 | $10.2M | 0.4% | +13,000+183.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 36,400 | $6.28M | 0.3% | +1,400+4.0% | AddedConverted for a 10-for-1 split | History |
| UBERUber Technologies, Inc | Stock | 59,600 | $4.48M | 0.2% | +59,600 | New | History |
| KYTXKyverna Therapeutics, Inc. | COM | 912,915 | $4.46M | 0.2% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 55,100 | $4.42M | 0.2% | +28,800+109.5% | Added | History |
| NOWServiceNow, Inc. | Stock | 3,700 | $3.31M | 0.1% | +3,700 | New | History |
| VRTVertiv Holdings Co | COM CL A | 32,200 | $3.20M | 0.1% | +12,700+65.1% | Added | History |
| PTCPTC Inc. | Stock | 16,800 | $3.04M | 0.1% | −14,000−45.5% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 10,900 | $2.95M | 0.1% | 00.0% | Unchanged | History |
| ZMZoom Communications, Inc. | Stock | 36,000 | $2.51M | 0.1% | +36,000 | New | History |
| SPOTSpotify Technology S.A. | Stock | 5,700 | $2.10M | 0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 11,200 | $1.84M | 0.1% | −5,600−33.3% | Reduced | History |
| ZSZscaler, Inc. | Stock | 10,000 | $1.71M | 0.1% | +800+8.7% | Added | History |
Sold out since Q2 2024 (4)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| Walkme LtdM97628107 | ORD SHS | 24,253,823 | $338.8M | 11.7% | – |
| RBRKRubrik, Inc. | Stock | 500,000 | $15.3M | 0.5% | History |
| CRMSalesforce, Inc. | Stock | 13,630 | $3.50M | 0.1% | History |
| AMATApplied Materials Inc | Stock | 9,600 | $2.27M | 0.1% | History |