Insight Holdings Group as of Sept. 30, 2024
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 29 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sentinelone Cl A (S) | 25.1 | $578M | 24M | 23.92 | |
| Ncino (NCNO) | 22.0 | $506M | 16M | 31.59 | |
| Udemy (UDMY) | 12.3 | $283M | 38M | 7.44 | |
| E2open Parent Holdings Com Cl A (ETWO) | 9.6 | $220M | 50M | 4.41 | |
| The Real Brokerage Com New (REAX) | 8.3 | $192M | 35M | 5.55 | |
| Meta Platforms Cl A (META) | 3.3 | $77M | 134k | 572.44 | |
| Amazon (AMZN) | 3.3 | $76M | 410k | 186.33 | |
| Microsoft Corporation (MSFT) | 3.1 | $71M | 165k | 430.30 | |
| NVIDIA Corporation (NVDA) | 2.9 | $66M | 545k | 121.44 | |
| Apple (AAPL) | 2.7 | $63M | 270k | 233.00 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.5 | $35M | 203k | 173.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $22M | 132k | 165.85 | |
| Atlassian Corporation Cl A (TEAM) | 0.8 | $17M | 110k | 158.81 | |
| Okta Cl A (OKTA) | 0.7 | $17M | 224k | 74.34 | |
| Datadog Cl A Com (DDOG) | 0.7 | $16M | 140k | 115.06 | |
| Appfolio Com Cl A (APPF) | 0.5 | $12M | 51k | 235.40 | |
| Synopsys (SNPS) | 0.4 | $10M | 20k | 506.39 | |
| Broadcom (AVGO) | 0.3 | $6.3M | 36k | 172.50 | |
| Uber Technologies (UBER) | 0.2 | $4.5M | 60k | 75.16 | |
| Kyverna Therapeutics (KYTX) | 0.2 | $4.5M | 913k | 4.89 | |
| Shopify Cl A (SHOP) | 0.2 | $4.4M | 55k | 80.14 | |
| Servicenow (NOW) | 0.1 | $3.3M | 3.7k | 894.39 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $3.2M | 32k | 99.49 | |
| Ptc (PTC) | 0.1 | $3.0M | 17k | 180.66 | |
| Mongodb Cl A (MDB) | 0.1 | $2.9M | 11k | 270.35 | |
| Zoom Video Communications In Cl A (ZM) | 0.1 | $2.5M | 36k | 69.74 | |
| Spotify Technology Sa SHS (SPOT) | 0.1 | $2.1M | 5.7k | 368.53 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.8M | 11k | 164.08 | |
| Zscaler Incorporated (ZS) | 0.1 | $1.7M | 10k | 170.94 |
