Insight Holdings

Insight Holdings Group as of Dec. 31, 2024

Portfolio Holdings for Insight Holdings Group

Insight Holdings Group holds 28 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Udemy (UDMY) 20.2 $313M 38M 8.23
Sentinelone Cl A (S) 16.4 $254M 11M 22.20
The Real Brokerage Com New (REAX) 10.2 $157M 34M 4.60
Ncino (NCNO) 9.8 $152M 4.5M 33.58
E2open Parent Holdings Com Cl A (ETWO) 8.6 $133M 50M 2.66
Microsoft Corporation (MSFT) 6.2 $95M 226k 421.50
Amazon (AMZN) 5.8 $90M 410k 219.39
NVIDIA Corporation (NVDA) 3.7 $57M 427k 134.29
Meta Platforms Cl A (META) 3.7 $57M 97k 585.51
Apple (AAPL) 2.7 $41M 165k 250.42
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.6 $40M 204k 197.49
Servicenow (NOW) 2.2 $34M 32k 1060.12
Alphabet Cap Stk Cl A (GOOGL) 2.0 $31M 162k 189.30
Atlassian Corporation Cl A (TEAM) 1.9 $29M 121k 243.38
salesforce (CRM) 1.1 $17M 50k 334.33
Shopify Cl A (SHOP) 0.5 $7.2M 68k 106.33
Intuit (INTU) 0.4 $5.7M 9.0k 628.50
Zoom Communications Cl A (ZM) 0.3 $5.4M 66k 81.61
Broadcom (AVGO) 0.3 $4.8M 21k 231.84
Okta Cl A (OKTA) 0.2 $3.7M 47k 78.80
Synopsys (SNPS) 0.2 $3.7M 7.6k 485.36
Vertiv Holdings Com Cl A (VRT) 0.2 $3.7M 32k 113.61
Kyverna Therapeutics (KYTX) 0.2 $3.4M 913k 3.74
Spotify Technology Sa SHS (SPOT) 0.2 $2.6M 5.7k 447.38
Mongodb Cl A (MDB) 0.2 $2.5M 11k 232.81
Zscaler Incorporated (ZS) 0.1 $2.3M 13k 180.41
Applovin Corp Com Cl A (APP) 0.1 $1.6M 5.0k 323.83
Servicetitan Shs Cl A (TTAN) 0.0 $103k 1.0k 102.87