Insight Holdings Group as of March 31, 2023
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 33 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Monday SHS (MNDY) | 34.1 | $1.5B | 11M | 142.75 | |
| Ncino | 21.8 | $970M | 39M | 24.78 | |
| Sentinelone Cl A (S) | 12.8 | $567M | 35M | 16.36 | |
| Udemy (UDMY) | 8.4 | $371M | 42M | 8.83 | |
| E2 Open Parent Holdings Com Cl A (ETWO) | 6.5 | $290M | 50M | 5.82 | |
| Walkme Ord Shs (WKME) | 5.8 | $258M | 24M | 10.64 | |
| Jfrog Ord Shs (FROG) | 2.2 | $99M | 5.0M | 19.70 | |
| Alteryx Com Cl A | 1.2 | $54M | 912k | 58.84 | |
| The Real Brokerage Com New (REAX) | 0.9 | $42M | 35M | 1.21 | |
| Microsoft Corporation (MSFT) | 0.7 | $29M | 101k | 288.30 | |
| Amazon (AMZN) | 0.6 | $26M | 247k | 103.29 | |
| Appfolio Com Cl A (APPF) | 0.5 | $23M | 183k | 124.48 | |
| Okta Cl A (OKTA) | 0.5 | $21M | 247k | 86.24 | |
| Datadog Cl A Com (DDOG) | 0.5 | $21M | 293k | 72.66 | |
| salesforce (CRM) | 0.5 | $21M | 104k | 199.78 | |
| 1stdibs (DIBS) | 0.5 | $20M | 5.1M | 3.97 | |
| Meta Platforms Cl A (META) | 0.4 | $19M | 8.9k | 2119.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $17M | 168k | 103.73 | |
| Atlassian Corp Cl A | 0.4 | $16M | 92k | 171.17 | |
| Workday Cl A (WDAY) | 0.3 | $14M | 68k | 206.54 | |
| Nextdoor Holdings Com Cl A (KIND) | 0.3 | $12M | 5.4M | 2.15 | |
| Wework Cl A | 0.2 | $9.7M | 13M | 0.78 | |
| Ptc (PTC) | 0.2 | $8.6M | 67k | 128.23 | |
| Bill Com Holdings Ord (BILL) | 0.2 | $8.1M | 100k | 81.14 | |
| Palo Alto Networks (PANW) | 0.0 | $1.6M | 7.8k | 199.74 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.5M | 4.1k | 363.41 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $1.5M | 11k | 137.26 | |
| Intuit (INTU) | 0.0 | $1.4M | 3.2k | 445.83 | |
| Servicenow (NOW) | 0.0 | $1.2M | 2.5k | 464.72 | |
| NVIDIA Corporation (NVDA) | 0.0 | $667k | 2.4k | 277.77 | |
| Advanced Micro Devices (AMD) | 0.0 | $647k | 6.6k | 98.01 | |
| Taiwan Semiconductor Sponsored Ads (TSM) | 0.0 | $558k | 6.0k | 93.02 | |
| Mongodb Cl A (MDB) | 0.0 | $420k | 1.8k | 233.12 |
