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 |