Insight Holdings

Insight Holdings Group as of June 30, 2023

Portfolio Holdings for Insight Holdings Group

Insight Holdings Group holds 30 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ncino 27.2 $1.2B 39M 30.12
Monday SHS (MNDY) 26.2 $1.1B 6.6M 171.22
Sentinelone Cl A (S) 12.1 $523M 35M 15.10
Udemy (UDMY) 10.4 $451M 42M 10.73
E2 Open Parent Holdings Com Cl A (ETWO) 6.4 $279M 50M 5.60
Walkme Ord Shs (WKME) 5.4 $233M 24M 9.60
Jfrog Ord Shs (FROG) 2.0 $88M 3.2M 27.70
The Real Brokerage Com New (REAX) 1.5 $66M 35M 1.91
Alteryx Com Cl A 1.0 $41M 912k 45.40
Amazon (AMZN) 1.0 $41M 317k 130.36
Microsoft Corporation (MSFT) 1.0 $41M 121k 340.54
Meta Platforms Cl A (META) 0.9 $38M 133k 286.98
Alphabet Cap Stk Cl A (GOOGL) 0.8 $34M 288k 119.70
Appfolio Com Cl A (APPF) 0.8 $33M 190k 172.14
Datadog Cl A Com (DDOG) 0.5 $23M 228k 98.38
1stdibs (DIBS) 0.4 $19M 5.1M 3.74
salesforce (CRM) 0.4 $18M 83k 211.26
Nextdoor Holdings Com Cl A (KIND) 0.4 $17M 5.2M 3.26
Atlassian Corp Cl A 0.4 $15M 92k 167.81
Okta Cl A (OKTA) 0.3 $13M 183k 69.35
NVIDIA Corporation (NVDA) 0.3 $12M 29k 423.02
Adobe Systems Incorporated (ADBE) 0.2 $9.6M 20k 488.99
Ptc (PTC) 0.2 $9.5M 67k 142.30
Wework Cl A 0.1 $3.2M 13M 0.26
Crowdstrike Hldgs Cl A (CRWD) 0.0 $2.0M 14k 146.87
Workday Cl A (WDAY) 0.0 $1.6M 7.2k 225.89
Palo Alto Networks (PANW) 0.0 $1.6M 6.1k 255.51
Mastercard Incorporated Cl A (MA) 0.0 $1.3M 3.3k 393.30
Taiwan Semiconductor Sponsored Ads (TSM) 0.0 $606k 6.0k 100.92
Advanced Micro Devices (AMD) 0.0 $547k 4.8k 113.91