Insight Holdings Group as of Sept. 30, 2023
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 30 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 32.3 | $1.2B | 39M | 31.80 | |
| Monday SHS (MNDY) | 19.1 | $735M | 4.6M | 159.22 | |
| Sentinelone Cl A (S) | 15.2 | $584M | 35M | 16.86 | |
| Udemy (UDMY) | 10.4 | $399M | 42M | 9.50 | |
| Walkme Ord Shs (WKME) | 6.0 | $230M | 24M | 9.48 | |
| E2open Parent Holdings Com Cl A (ETWO) | 5.9 | $226M | 50M | 4.54 | |
| The Real Brokerage Com New (REAX) | 1.6 | $62M | 35M | 1.78 | |
| Meta Platforms Cl A (META) | 1.2 | $46M | 153k | 300.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $43M | 328k | 130.86 | |
| Amazon (AMZN) | 1.1 | $41M | 324k | 127.12 | |
| Microsoft Corporation (MSFT) | 1.0 | $39M | 123k | 315.75 | |
| Appfolio Com Cl A (APPF) | 0.9 | $35M | 193k | 182.63 | |
| Alteryx Com Cl A | 0.9 | $34M | 912k | 37.69 | |
| Datadog Cl A Com (DDOG) | 0.6 | $21M | 233k | 91.09 | |
| 1stdibs (DIBS) | 0.5 | $18M | 5.1M | 3.64 | |
| salesforce (CRM) | 0.4 | $17M | 85k | 202.78 | |
| Atlassian Corp Cl A | 0.4 | $17M | 83k | 201.51 | |
| Okta Cl A (OKTA) | 0.4 | $15M | 183k | 83.52 | |
| NVIDIA Corporation (NVDA) | 0.3 | $13M | 30k | 434.99 | |
| Ptc (PTC) | 0.3 | $9.9M | 70k | 141.68 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $9.3M | 56k | 167.38 | |
| Jfrog Ord Shs (FROG) | 0.1 | $5.2M | 205k | 25.36 | |
| Palo Alto Networks (PANW) | 0.0 | $1.7M | 7.4k | 234.44 | |
| Workday Cl A (WDAY) | 0.0 | $1.2M | 5.7k | 214.85 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.1M | 2.9k | 395.91 | |
| Procore Technologies (PCOR) | 0.0 | $1.1M | 17k | 65.32 | |
| Oracle Corporation (ORCL) | 0.0 | $964k | 9.1k | 105.92 | |
| Taiwan Semiconductor Sponsored Ads (TSM) | 0.0 | $634k | 7.3k | 86.90 | |
| Advanced Micro Devices (AMD) | 0.0 | $596k | 5.8k | 102.82 | |
| Applied Materials (AMAT) | 0.0 | $498k | 3.6k | 138.45 |
