Insight Holdings Group, LLC
- SEC CIK
- 0001305473
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 28
- −1 vs. Q3 2024
- Portfolio value
- $1.55B
- −$755.0M (−32.8%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UDMYUdemy, Inc. | COM | 38,032,260 | $313.0M | 20.2% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 11,425,026 | $253.6M | 16.4% | −12,721,204−52.7% | Reduced | History |
| REAXReal REMAX Group Inc. | COM NEW | 34,134,990 | $157.0M | 10.2% | −438,706−1.3% | Reduced | History |
| NCNOnCino, Inc. | COM | 4,513,467 | $151.6M | 9.8% | −11,500,000−71.8% | Reduced | History |
| ETWOE2open Parent Holdings, Inc. | COM CL A | 49,831,007 | $132.6M | 8.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 226,430 | $95.4M | 6.2% | +61,870+37.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 409,900 | $89.9M | 5.8% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 427,100 | $57.4M | 3.7% | −118,100−21.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 97,240 | $56.9M | 3.7% | −36,890−27.5% | Reduced | History |
| AAPLApple Inc. | Stock | 165,070 | $41.3M | 2.7% | −104,730−38.8% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 203,830 | $40.3M | 2.6% | +530+0.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 31,800 | $33.7M | 2.2% | +28,100+759.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 161,720 | $30.6M | 2.0% | +30,120+22.9% | Added | History |
| TEAMAtlassian Corp | CL A | 120,700 | $29.4M | 1.9% | +11,000+10.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 49,500 | $16.5M | 1.1% | +49,500 | New | History |
| SHOPShopify Inc. | Stock | 67,900 | $7.22M | 0.5% | +12,800+23.2% | Added | History |
| INTUIntuit Inc. | Stock | 9,000 | $5.66M | 0.4% | +9,000 | New | History |
| ZMZoom Communications, Inc. | Stock | 65,900 | $5.38M | 0.3% | +29,900+83.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 20,710 | $4.80M | 0.3% | −15,690−43.1% | Reduced | History |
| OKTAOkta, Inc. | CL A | 47,050 | $3.71M | 0.2% | −176,800−79.0% | Reduced | History |
| SNPSSynopsys Inc | COM | 7,600 | $3.69M | 0.2% | −12,500−62.2% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 32,200 | $3.66M | 0.2% | 00.0% | Unchanged | History |
| KYTXKyverna Therapeutics, Inc. | COM | 912,915 | $3.41M | 0.2% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 5,700 | $2.55M | 0.2% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 10,900 | $2.54M | 0.2% | 00.0% | Unchanged | History |
| ZSZscaler, Inc. | Stock | 12,500 | $2.26M | 0.1% | +2,500+25.0% | Added | History |
| APPAppLovin Corp | COM CL A | 5,000 | $1.62M | 0.1% | +5,000 | New | History |
| TTANServiceTitan, Inc. | SHS CL A | 1,000 | $102.9K | <0.1% | +1,000 | New | History |
Sold out since Q3 2024 (5)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| DDOGDatadog, Inc. | CL A COM | 139,600 | $16.1M | 0.7% | History |
| APPFAppfolio Inc | COM CL A | 51,061 | $12.0M | 0.5% | History |
| UBERUber Technologies, Inc | Stock | 59,600 | $4.48M | 0.2% | History |
| PTCPTC Inc. | Stock | 16,800 | $3.04M | 0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 11,200 | $1.84M | 0.1% | History |