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| Name: |
INSIGHT HOLDINGS GROUP LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10019 |
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| Holdings
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30 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
UDMY |
Udemy, Inc. |
1 |
- |
$6.54 |
$295,130,000 |
38,032,260 |
22.86% |
-17,876,000 |
0 |
27.373 |
N/A |
|
|
S |
Sentinelone, Inc. |
2 |
- |
$17.29 |
$207,707,000 |
11,425,026 |
16.09% |
-45,929,000 |
0 |
4.593 |
N/A |
|
|
REAX |
Real Brokerage Ord Shs |
3 |
- |
$0.00 |
$138,588,000 |
34,134,990 |
10.73% |
-18,433,000 |
0 |
37.928 |
N/A |
|
|
NCNO |
nCino, Inc. |
4 |
- |
$28.82 |
$122,477,000 |
4,458,591 |
9.49% |
-29,085,000 |
-54,876 |
3.874 |
N/A |
|
|
ETWO |
E2open Parent Holdings Ord ... |
5 |
- |
$0.00 |
$99,662,000 |
49,831,007 |
7.72% |
-32,888,000 |
0 |
13.858 |
N/A |
|
|
MSFT |
Microsoft Corp |
6 |
- |
$503.32 |
$84,737,000 |
225,730 |
6.56% |
-10,703,000 |
-700 |
0.003 |
Application Software |
|
|
AMZN |
Amazon.com Inc |
7 |
- |
$225.02 |
$74,829,000 |
393,300 |
5.8% |
-15,099,000 |
-16,600 |
0.004 |
Internet Software & S... |
|
|
META |
Meta Platforms Inc |
8 |
- |
$717.51 |
$58,178,000 |
100,940 |
4.51% |
1,243,000 |
3,700 |
0.004 |
Internet Service Prov... |
|
|
NVDA |
NVIDIA Corporation |
9 |
- |
$164.92 |
$55,426,000 |
511,400 |
4.29% |
-1,929,000 |
84,300 |
0.002 |
Semiconductor - Speci... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
10 |
- |
$230.40 |
$35,911,000 |
216,330 |
2.78% |
-4,343,000 |
12,500 |
0.004 |
Semiconductor - Integ... |
|
|
SNPS |
Synopsys Inc |
11 |
- |
$559.28 |
$27,232,000 |
63,500 |
2.11% |
23,543,000 |
55,900 |
0.042 |
Technical & System So... |
|
|
AAPL |
Apple Inc |
12 |
- |
$211.16 |
$24,961,000 |
112,370 |
1.93% |
-16,376,000 |
-52,700 |
0.001 |
Personal Computers |
|
|
TEAM |
Atlassian Corporation Plc |
13 |
- |
$187.01 |
$17,762,000 |
83,700 |
1.38% |
-11,614,000 |
-37,000 |
0.056 |
N/A |
|
|
INTU |
Intuit Inc |
14 |
- |
$747.90 |
$6,079,000 |
9,900 |
0.47% |
422,000 |
900 |
0.004 |
Application Software |
|
|
NOW |
Servicenow, Inc. |
15 |
- |
$938.78 |
$5,493,000 |
6,900 |
0.43% |
-28,219,000 |
-24,900 |
0.004 |
Information Technolog... |
|
|
OKTA |
Okta, Inc. |
16 |
- |
$91.56 |
$4,951,000 |
47,050 |
0.38% |
1,243,000 |
0 |
0.031 |
N/A |
|
|
ZM |
Zoom Video Communications, ... |
17 |
- |
$73.40 |
$4,861,000 |
65,900 |
0.38% |
-517,000 |
0 |
0.036 |
N/A |
|
|
AVGO |
Broadcom Limited |
18 |
- |
$274.38 |
$4,472,000 |
26,710 |
0.35% |
-329,000 |
6,000 |
0.001 |
Semiconductor- Broad... |
|
|
MDB |
Mongodb Inc |
19 |
- |
$202.51 |
$4,385,000 |
25,000 |
0.34% |
1,847,000 |
14,100 |
0.036 |
N/A |
|
|
ZS |
Zscaler Inc |
20 |
- |
$289.74 |
$3,869,000 |
19,500 |
0.3% |
1,614,000 |
7,000 |
0.015 |
N/A |
|
|
WDAY |
Workday, Inc. |
21 |
New |
$223.37 |
$3,853,000 |
16,500 |
0.3% |
3,853,000 |
16,500 |
0.008 |
Application Software |
|
|
APP |
Applovin Corp |
22 |
- |
$335.10 |
$3,683,000 |
13,900 |
0.29% |
2,064,000 |
8,900 |
0.006 |
N/A |
|
|
SPOT |
Spotify Technology SA |
23 |
- |
$709.15 |
$3,135,000 |
5,700 |
0.24% |
585,000 |
0 |
0.003 |
N/A |
|
|
IOT |
Samsara Inc. |
24 |
New |
$37.39 |
$1,955,000 |
51,000 |
0.15% |
1,955,000 |
51,000 |
0.011 |
N/A |
|
|
KYTX |
Kyverna Therapeutics |
25 |
- |
$4.03 |
$1,909,000 |
989,054 |
0.15% |
-1,505,000 |
76,139 |
2.3 |
N/A |
|
|
CRM |
Salesforce.com Inc |
27 |
Closed |
$258.07 |
$0 |
0 |
0% |
-16,549,000 |
-49,500 |
0 |
Internet Software & S... |
|
|
VRT |
Vertiv Holdings Co |
30 |
Closed |
$123.30 |
$0 |
0 |
0% |
-3,658,000 |
-32,200 |
0 |
N/A |
|
|
GOOGL |
Alphabet Inc |
29 |
Closed |
$180.19 |
$0 |
0 |
0% |
-30,614,000 |
-161,720 |
0 |
Search Engines & Info... |
|
|
SHOP |
Shopify Inc |
26 |
Closed |
$112.11 |
$0 |
0 |
0% |
-7,220,000 |
-67,900 |
0 |
N/A |
|
|
TTAN |
Servicetitan, Inc. |
28 |
Closed |
$106.96 |
$0 |
0 |
0% |
-103,000 |
-1,000 |
0 |
N/A |
|
