Insight Holdings Group, LLC

CIK Number: 0001305473

2.39B
Market Value
25
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 UDMY Udemy, Inc.
6.83
-3.12% 38.03M 0.00% 295.13M 19.54 22.86% Share
2 S SentinelOne, In...
16.57
-3.61% 11.43M 0.00% 207.71M 42.48 16.09% Share
3 REAX The Real Broker...
4.47
-0.67% 34.13M 0.00% 138.59M 3.69 10.73% Share
4 NCNO nCino, Inc.
27.55
-2.13% 4.46M -1.22% 122.48M 31.8 9.49% Share
5 ETWO E2open Parent H...
3.30
0.00% 49.83M 0.00% 99.66M 9.33 7.72% Share
6 MSFT Microsoft Corpo...
522.28
+0.33% 225.73K -0.31% 84.74M 360.23 6.56% Share
7 AMZN Amazon.com, Inc...
230.94
+2.84% 393.3K -4.05% 74.83M 123.72 5.80% Share
8 META Meta Platforms,...
781.96
+0.24% 100.94K +3.81% 58.18M 295.27 4.51% Share
9 NVDA NVIDIA Corporat...
182.02
+0.24% 511.4K +19.74% 55.43M 62.14 4.29% Share
10 TSM Taiwan Semicond...
240.97
-0.19% 216.33K +6.13% 35.91M 128.97 2.78% Share
11 SNPS Synopsys, Inc.
616.36
-0.36% 63.5K +735.53% 27.23M 442.16 2.11% Share
12 AAPL Apple Inc.
232.81
-0.22% 112.37K -31.93% 24.96M 216.75 1.93% Share
13 TEAM Atlassian Corpo...
164.39
+0.24% 83.7K -30.65% 17.76M 177.18 1.38% Share
14 INTU Intuit Inc.
710.55
-0.16% 9.9K +10.00% 6.08M 627.18 0.47% Share
15 NOW ServiceNow, Inc...
850.65
-1.42% 6.9K -78.3% 5.49M 1040.84 0.43% Share
16 OKTA Okta, Inc.
88.61
-2.6% 47.05K 0.00% 4.95M 78.73 0.38% Share
17 ZM Zoom Video Comm...
71.86
-0.73% 65.9K 0.00% 4.86M 75.13 0.38% Share
18 AVGO Broadcom Inc.
311.19
+0.68% 26.71K +28.97% 4.47M 158.9 0.35% Share
19 MDB MongoDB, Inc.
204.37
-1.48% 25K +129.36% 4.38M 243.21 0.34% Share
20 ZS Zscaler, Inc.
270.99
-2.44% 19.5K +56.00% 3.87M 192.85 0.30% Share
21 WDAY Workday, Inc.
221.94
-0.5% 16.5K +100.00% 3.85M 233.53 0.30% Share
22 APP AppLovin Corpor...
433.49
-2.89% 13.9K +178.00% 3.68M 286.14 0.29% Share
23 SPOT Spotify Technol...
698.73
+0.54% 5.7K 0.00% 3.14M 266.43 0.24% Share
24 IOT Samsara Inc.
32.23
-2.35% 51K +100.00% 1.95M 38.33 0.15% Share
25 KYTX Kyverna Therape...
3.54
+1.87% 989.05K +8.34% 1.91M 20.93 0.15% Share