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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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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NCNO |
nCino, Inc. |
1 |
- |
$29.51 |
$1,315,707,000 |
39,123,014 |
31.76% |
71,595,000 |
0 |
35.499 |
N/A |
|
|
S |
Sentinelone, Inc. |
2 |
- |
$21.56 |
$950,693,000 |
34,646,230 |
22.95% |
366,558,000 |
0 |
17.598 |
N/A |
|
|
UDMY |
Udemy, Inc. |
3 |
- |
$10.18 |
$560,215,000 |
38,032,260 |
13.52% |
160,909,000 |
-4,000,000 |
27.373 |
N/A |
|
|
MNDY |
Mondaycom Ord Shs |
4 |
- |
$190.40 |
$303,738,000 |
1,617,264 |
7.33% |
-431,423,000 |
-3,000,000 |
3.665 |
N/A |
|
|
WKME |
Walkme Ord Shs |
5 |
- |
$0.00 |
$258,788,000 |
24,253,823 |
6.25% |
28,862,000 |
0 |
26.949 |
N/A |
|
|
ETWO |
E2open Parent Holdings Ord ... |
6 |
- |
$0.00 |
$218,758,000 |
49,831,007 |
5.28% |
-7,475,000 |
0 |
13.858 |
N/A |
|
|
MSFT |
Microsoft Corp |
7 |
- |
$406.32 |
$60,922,000 |
162,010 |
1.47% |
21,958,000 |
38,610 |
0.002 |
Application Software |
|
|
AMZN |
Amazon.com Inc |
8 |
- |
$179.62 |
$56,127,000 |
369,400 |
1.35% |
14,940,000 |
45,400 |
0.004 |
Internet Software & S... |
|
|
REAX |
Real Brokerage Ord Shs |
9 |
- |
$0.00 |
$55,318,000 |
34,573,696 |
1.34% |
-6,308,000 |
0 |
38.415 |
N/A |
|
|
FB |
Meta Platforms Inc |
10 |
- |
$443.29 |
$53,696,000 |
151,700 |
1.3% |
7,794,000 |
-1,200 |
0.006 |
Internet Service Prov... |
|
|
AYX |
Alteryx Inc |
11 |
- |
$48.26 |
$43,002,000 |
911,829 |
1.04% |
8,635,000 |
0 |
1.687 |
N/A |
|
|
CRM |
Salesforce.com Inc |
12 |
- |
$274.29 |
$28,735,000 |
109,200 |
0.69% |
11,519,000 |
24,300 |
0.012 |
Internet Software & S... |
|
|
APPF |
Appfolio Inc |
13 |
- |
$242.75 |
$26,482,000 |
152,861 |
0.64% |
-8,822,000 |
-40,450 |
0.845 |
N/A |
|
|
TEAM |
Atlassian Corporation Plc |
14 |
- |
$179.45 |
$26,046,000 |
109,500 |
0.63% |
9,361,000 |
26,700 |
0.073 |
N/A |
|
|
GOOGL |
Alphabet Inc |
15 |
- |
$171.95 |
$23,859,000 |
170,800 |
0.58% |
-19,115,000 |
-157,600 |
0.003 |
Search Engines & Info... |
|
|
NVDA |
NVIDIA Corporation |
16 |
- |
$877.35 |
$22,533,000 |
45,500 |
0.54% |
9,353,000 |
15,200 |
0.002 |
Semiconductor - Speci... |
|
|
DIBS |
1stdibs.com, Inc. |
17 |
- |
$0.00 |
$21,641,000 |
4,624,102 |
0.52% |
3,206,000 |
-440,352 |
12.344 |
N/A |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
18 |
- |
$304.07 |
$17,285,000 |
67,700 |
0.42% |
7,995,000 |
12,200 |
0.037 |
N/A |
|
|
DDOG |
Datadog, Inc. |
19 |
- |
$0.00 |
$16,823,000 |
138,600 |
0.41% |
-4,410,000 |
-94,500 |
0.054 |
N/A |
|
|
OKTA |
Okta, Inc. |
20 |
- |
$92.29 |
$14,453,000 |
159,650 |
0.35% |
-806,000 |
-23,050 |
0.105 |
N/A |
|
|
FROG |
Jfrog Ltd |
21 |
- |
$41.99 |
$14,210,000 |
410,564 |
0.34% |
9,004,000 |
205,282 |
0.463 |
N/A |
|
|
PTC |
PTC INC |
22 |
- |
$180.99 |
$13,594,000 |
77,700 |
0.33% |
3,705,000 |
7,900 |
0.067 |
Technical & System So... |
|
|
PCOR |
Procore Technologies, Inc. |
23 |
- |
$70.09 |
$11,691,000 |
168,900 |
0.28% |
10,587,000 |
152,000 |
0.131 |
N/A |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
24 |
- |
$138.30 |
$9,017,000 |
86,700 |
0.22% |
8,383,000 |
79,400 |
0.002 |
Semiconductor - Integ... |
|
|
FTNT |
Fortinet Inc |
25 |
New |
$64.18 |
$6,772,000 |
115,700 |
0.16% |
6,772,000 |
115,700 |
0.015 |
Computer Peripherals |
|
|
WDAY |
Workday, Inc. |
26 |
- |
$251.04 |
$3,340,000 |
12,100 |
0.08% |
2,115,000 |
6,400 |
0.006 |
Application Software |
|
|
PANW |
Palo Alto Networks Inc |
27 |
- |
$291.42 |
$2,506,000 |
8,500 |
0.06% |
771,000 |
1,100 |
0.003 |
Networking & Communic... |
|
|
AMD |
Advanced Micro Devices Inc |
28 |
- |
$157.40 |
$2,064,000 |
14,000 |
0.05% |
1,468,000 |
8,200 |
0.001 |
Semiconductor- Broad... |
|
|
AMAT |
Applied Materials Inc |
29 |
- |
$203.38 |
$1,297,000 |
8,000 |
0.03% |
799,000 |
4,400 |
0.001 |
Semiconductor Equipme... |
|
|
SQ |
Square Inc |
30 |
New |
$74.48 |
$1,176,000 |
15,200 |
0.03% |
1,176,000 |
15,200 |
0.003 |
N/A |
|
|
NET |
Cloudflare, Inc. |
31 |
New |
$0.00 |
$1,141,000 |
13,700 |
0.03% |
1,141,000 |
13,700 |
0.005 |
N/A |
|
|
MDB |
Mongodb Inc |
32 |
New |
$383.80 |
$1,104,000 |
2,700 |
0.03% |
1,104,000 |
2,700 |
0.004 |
N/A |
|
|
ORCL |
Oracle Corp |
33 |
Closed |
$117.21 |
$0 |
0 |
0% |
-964,000 |
-9,100 |
0 |
Application Software |
|
|
MA |
MasterCard Inc A |
34 |
Closed |
$462.42 |
$0 |
0 |
0% |
-1,148,000 |
-2,900 |
0 |
Business Services |
|
