Insight Holdings Group as of Dec. 31, 2023
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 32 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 31.8 | $1.3B | 39M | 33.63 | |
| Sentinelone Cl A (S) | 22.9 | $951M | 35M | 27.44 | |
| Udemy (UDMY) | 13.5 | $560M | 38M | 14.73 | |
| Monday SHS (MNDY) | 7.3 | $304M | 1.6M | 187.81 | |
| Walkme Ord Shs (WKME) | 6.2 | $259M | 24M | 10.67 | |
| E2open Parent Holdings Com Cl A (ETWO) | 5.3 | $219M | 50M | 4.39 | |
| Microsoft Corporation (MSFT) | 1.5 | $61M | 162k | 376.04 | |
| Amazon (AMZN) | 1.4 | $56M | 369k | 151.94 | |
| The Real Brokerage Com New (REAX) | 1.3 | $55M | 35M | 1.60 | |
| Meta Platforms Cl A (META) | 1.3 | $54M | 152k | 353.96 | |
| Alteryx Com Cl A | 1.0 | $43M | 912k | 47.16 | |
| salesforce (CRM) | 0.7 | $29M | 109k | 263.14 | |
| Appfolio Com Cl A (APPF) | 0.6 | $27M | 153k | 173.24 | |
| Atlassian Corporation Cl A (TEAM) | 0.6 | $26M | 110k | 237.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $24M | 171k | 139.69 | |
| NVIDIA Corporation (NVDA) | 0.5 | $23M | 46k | 495.22 | |
| 1stdibs (DIBS) | 0.5 | $22M | 4.6M | 4.68 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $17M | 68k | 255.32 | |
| Datadog Cl A Com (DDOG) | 0.4 | $17M | 139k | 121.38 | |
| Okta Cl A (OKTA) | 0.3 | $15M | 160k | 90.53 | |
| Jfrog Ord Shs (FROG) | 0.3 | $14M | 411k | 34.61 | |
| Ptc (PTC) | 0.3 | $14M | 78k | 174.96 | |
| Procore Technologies (PCOR) | 0.3 | $12M | 169k | 69.22 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $9.0M | 87k | 104.00 | |
| Fortinet (FTNT) | 0.2 | $6.8M | 116k | 58.53 | |
| Workday Cl A (WDAY) | 0.1 | $3.3M | 12k | 276.06 | |
| Palo Alto Networks (PANW) | 0.1 | $2.5M | 8.5k | 294.88 | |
| Advanced Micro Devices (AMD) | 0.0 | $2.1M | 14k | 147.41 | |
| Applied Materials (AMAT) | 0.0 | $1.3M | 8.0k | 162.07 | |
| Block Cl A (SQ) | 0.0 | $1.2M | 15k | 77.35 | |
| Cloudflare Cl A Com (NET) | 0.0 | $1.1M | 14k | 83.26 | |
| Mongodb Cl A (MDB) | 0.0 | $1.1M | 2.7k | 408.85 |
