Insight Holdings Group as of March 31, 2025
Portfolio Holdings for Insight Holdings Group
Insight Holdings Group holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Udemy (UDMY) | 22.9 | $295M | 38M | 7.76 | |
| Sentinelone Cl A (S) | 16.1 | $208M | 11M | 18.18 | |
| The Real Brokerage Com New (REAX) | 10.7 | $139M | 34M | 4.06 | |
| Ncino (NCNO) | 9.5 | $123M | 4.5M | 27.47 | |
| E2open Parent Holdings Com Cl A (ETWO) | 7.7 | $100M | 50M | 2.00 | |
| Microsoft Corporation (MSFT) | 6.6 | $85M | 226k | 375.39 | |
| Amazon (AMZN) | 5.8 | $75M | 393k | 190.26 | |
| Meta Platforms Cl A (META) | 4.5 | $58M | 101k | 576.36 | |
| NVIDIA Corporation (NVDA) | 4.3 | $55M | 511k | 108.38 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.8 | $36M | 216k | 166.00 | |
| Synopsys (SNPS) | 2.1 | $27M | 64k | 428.85 | |
| Apple (AAPL) | 1.9 | $25M | 112k | 222.13 | |
| Atlassian Corporation Cl A (TEAM) | 1.4 | $18M | 84k | 212.21 | |
| Intuit (INTU) | 0.5 | $6.1M | 9.9k | 613.99 | |
| Servicenow (NOW) | 0.4 | $5.5M | 6.9k | 796.14 | |
| Okta Cl A (OKTA) | 0.4 | $5.0M | 47k | 105.22 | |
| Zoom Communications Cl A (ZM) | 0.4 | $4.9M | 66k | 73.77 | |
| Broadcom (AVGO) | 0.3 | $4.5M | 27k | 167.43 | |
| Mongodb Cl A (MDB) | 0.3 | $4.4M | 25k | 175.40 | |
| Zscaler Incorporated (ZS) | 0.3 | $3.9M | 20k | 198.42 | |
| Workday Cl A (WDAY) | 0.3 | $3.9M | 17k | 233.53 | |
| Applovin Corp Com Cl A (APP) | 0.3 | $3.7M | 14k | 264.97 | |
| Spotify Technology Sa SHS (SPOT) | 0.2 | $3.1M | 5.7k | 550.03 | |
| Samsara Com Cl A (IOT) | 0.2 | $2.0M | 51k | 38.33 | |
| Kyverna Therapeutics (KYTX) | 0.1 | $1.9M | 989k | 1.93 |
