Insight Holdings Group as of March 31, 2024
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 31 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 40.8 | $1.5B | 39M | 37.38 | |
| Sentinelone Cl A (S) | 18.0 | $644M | 28M | 23.31 | |
| Udemy (UDMY) | 11.7 | $418M | 38M | 10.98 | |
| E2open Parent Holdings Com Cl A (ETWO) | 6.2 | $221M | 50M | 4.44 | |
| Walkme Ord Shs (WKME) | 5.8 | $209M | 24M | 8.60 | |
| The Real Brokerage Com New (REAX) | 3.0 | $108M | 35M | 3.12 | |
| Amazon (AMZN) | 2.0 | $72M | 402k | 180.38 | |
| Meta Platforms Cl A (META) | 2.0 | $71M | 147k | 485.58 | |
| Microsoft Corporation (MSFT) | 1.9 | $68M | 160k | 420.72 | |
| NVIDIA Corporation (NVDA) | 1.3 | $47M | 53k | 903.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $41M | 272k | 150.93 | |
| salesforce (CRM) | 0.9 | $31M | 103k | 301.18 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $26M | 194k | 136.05 | |
| 1stdibs (DIBS) | 0.7 | $25M | 4.2M | 5.96 | |
| Kyverna Therapeutics | 0.6 | $23M | 913k | 24.84 | |
| Appfolio Com Cl A (APPF) | 0.6 | $21M | 87k | 246.74 | |
| Okta Cl A (OKTA) | 0.6 | $21M | 203k | 104.62 | |
| Datadog Cl A Com (DDOG) | 0.5 | $17M | 139k | 123.60 | |
| Fortinet (FTNT) | 0.5 | $16M | 239k | 68.31 | |
| Workday Cl A (WDAY) | 0.4 | $13M | 49k | 272.75 | |
| Ptc (PTC) | 0.1 | $4.9M | 26k | 188.94 | |
| Procore Technologies (PCOR) | 0.1 | $4.0M | 48k | 82.17 | |
| Atlassian Corporation Cl A (TEAM) | 0.1 | $2.9M | 15k | 195.11 | |
| Advanced Micro Devices (AMD) | 0.1 | $2.5M | 14k | 180.49 | |
| Mongodb Cl A (MDB) | 0.1 | $2.3M | 6.4k | 358.64 | |
| Applied Materials (AMAT) | 0.0 | $1.6M | 8.0k | 206.23 | |
| Spotify Technology Sa SHS (SPOT) | 0.0 | $1.5M | 5.7k | 263.90 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $1.3M | 16k | 81.67 | |
| Broadcom (AVGO) | 0.0 | $1.3M | 1.0k | 1325.41 | |
| Zscaler Incorporated (ZS) | 0.0 | $1.3M | 6.7k | 192.63 | |
| Block Cl A (SQ) | 0.0 | $1.3M | 15k | 84.58 |
