Insight Holdings Group as of June 30, 2024
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 30 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ncino (NCNO) | 27.3 | $787M | 25M | 31.45 | |
| Sentinelone Cl A (S) | 17.6 | $508M | 24M | 21.05 | |
| Walkme Ord Shs (WKME) | 11.7 | $339M | 24M | 13.97 | |
| Udemy (UDMY) | 11.4 | $328M | 38M | 8.63 | |
| E2open Parent Holdings Com Cl A (ETWO) | 7.8 | $224M | 50M | 4.49 | |
| The Real Brokerage Com New (REAX) | 4.9 | $140M | 35M | 4.06 | |
| Amazon (AMZN) | 2.7 | $79M | 410k | 193.25 | |
| Microsoft Corporation (MSFT) | 2.6 | $75M | 168k | 446.95 | |
| Meta Platforms Cl A (META) | 2.6 | $74M | 147k | 504.22 | |
| NVIDIA Corporation (NVDA) | 2.3 | $68M | 546k | 123.54 | |
| Apple (AAPL) | 2.0 | $57M | 270k | 210.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $52M | 284k | 182.15 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $35M | 203k | 173.81 | |
| Appfolio Com Cl A (APPF) | 0.7 | $21M | 87k | 244.57 | |
| Okta Cl A (OKTA) | 0.7 | $21M | 224k | 93.61 | |
| Datadog Cl A Com (DDOG) | 0.6 | $18M | 139k | 129.69 | |
| Rubrik Cl A | 0.5 | $15M | 500k | 30.66 | |
| Kyverna Therapeutics (KYTX) | 0.2 | $6.8M | 913k | 7.50 | |
| Broadcom (AVGO) | 0.2 | $5.6M | 3.5k | 1605.53 | |
| Ptc (PTC) | 0.2 | $5.6M | 31k | 181.67 | |
| Synopsys (SNPS) | 0.1 | $4.2M | 7.1k | 595.06 | |
| Atlassian Corporation Cl A (TEAM) | 0.1 | $3.7M | 21k | 176.88 | |
| salesforce (CRM) | 0.1 | $3.5M | 14k | 257.10 | |
| Advanced Micro Devices (AMD) | 0.1 | $2.7M | 17k | 162.21 | |
| Mongodb Cl A (MDB) | 0.1 | $2.7M | 11k | 249.96 | |
| Applied Materials (AMAT) | 0.1 | $2.3M | 9.6k | 235.99 | |
| Spotify Technology Sa SHS (SPOT) | 0.1 | $1.8M | 5.7k | 313.79 | |
| Zscaler Incorporated (ZS) | 0.1 | $1.8M | 9.2k | 192.19 | |
| Shopify Cl A (SHOP) | 0.1 | $1.7M | 26k | 66.05 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.7M | 20k | 86.57 |
