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 |