Investor Details
| Filer Name: | INSIGHT HOLDINGS GROUP, LLC |
|---|---|
| CIK: | 1305473 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 28 |
| Portfolio Value: | $1.55B |
Insight Holdings Group, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| UDMY | US | UDEMY INC | 38,032,260 | $313M | 20.25% | - | - |
| S | US | SENTINELONE INC -CLASS A | 11,425,026 | $254M | 16.41% | -52.7% | - |
| REAX | US | REAL BROKERAGE INC/THE | 34,134,990 | $157M | 10.16% | -1.3% | - |
| NCNO | US | NCINO INC | 4,513,467 | $152M | 9.80% | -71.8% | - |
| ETWO | US | E2OPEN PARENT HOLDINGS INC | 49,831,007 | $133M | 8.57% | - | - |
| MSFT | US | MICROSOFT CORP | 226,430 | $95M | 6.17% | 37.6% | - |
| AMZN | US | AMAZON.COM INC | 409,900 | $90M | 5.82% | - | - |
| NVDA | US | NVIDIA CORP | 427,100 | $57M | 3.71% | -21.7% | - |
| META | US | META PLATFORMS INC-CLASS A | 97,240 | $57M | 3.68% | -27.5% | - |
| AAPL | US | APPLE INC | 165,070 | $41M | 2.67% | -38.8% | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 203,830 | $40M | 2.60% | 0.3% | - |
| NOW | US | SERVICENOW INC | 31,800 | $34M | 2.18% | 759.5% | - |
| GOOGL | US | ALPHABET INC-CL A | 161,720 | $31M | 1.98% | 22.9% | - |
| TEAM | US | ATLASSIAN CORP-CL A | 120,700 | $29M | 1.90% | 10.0% | - |
| CRM | US | SALESFORCE INC | 49,500 | $17M | 1.07% | 100.0% | - |
| SHOP | US | SHOPIFY INC - CLASS A | 67,900 | $7M | 0.47% | 23.2% | - |
| INTU | US | INTUIT INC | 9,000 | $6M | 0.37% | 100.0% | - |
| ZM | US | ZOOM COMMUNICATIONS INC | 65,900 | $5M | 0.35% | 83.1% | - |
| AVGO | US | BROADCOM INC | 20,710 | $5M | 0.31% | -43.1% | - |
| OKTA | US | OKTA INC | 47,050 | $4M | 0.24% | -79.0% | - |