Insight Holdings Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Insight Holdings Group, LLC reported 31 stock positions worth $3.6 billion. Its top holding was Ncino (NCNO) at 40.8% of the portfolio, followed by Sentinelone Class A (S, 18.0%) and Udemy (UDMY, 11.7%). Compared with Q4 2023, it opened 5 new positions, sold out of 6, added to 8 and reduced 9. The biggest buy was Nvidia (NVDA, shares +15%) and the biggest sale an exit from Monday.com (MNDY).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001305473
- Portfolio Value
- $3.6B (Q1 2024)
- SEC Filing
- 0000899140-24-000567 ↗ filed May 13, 2024
Holdings Value
Holdings 31 stocks · $3.6B
| NCNO Ncino Inc. | 40.83% | 39,123,014 | $1.5B | No change |
| S Sentinelone Inc. Class A | 17.99% | 27,646,230 | $644.4M | Reduce -20.2% |
| UDMY Udemy Inc. | 11.66% | 38,032,260 | $417.6M | No change |
| ETWO E2OPEN Parent Holdings Inc. | 6.18% | 49,831,007 | $221.2M | No change |
| WKME Walkme Ltd. | 5.82% | 24,253,823 | $208.6M | No change |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 3.01% | 34,573,696 | $107.9M | No change |
| AMZN Amazon.com Inc. | 2.02% | 401,600 | $72.4M | Add +8.7% |
| META Meta Platforms Inc. Class A | 1.99% | 146,600 | $71.2M | Reduce -3.4% |
| MSFT Microsoft Corp. | 1.88% | 160,410 | $67.5M | Reduce -1.0% |
| NVDA Nvidia Corp. | 1.32% | 52,500 | $47.4M | Add +15.4% |
| GOOGL Alphabet Inc. Class A | 1.15% | 272,100 | $41.1M | Add +59.3% |
| CRM Salesforce Inc. | 0.87% | 103,000 | $31.0M | Reduce -5.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.74% | 193,800 | $26.4M | Add +123.5% |
| DIBS 1STDIBS.COM Inc. | 0.70% | 4,214,102 | $25.1M | Reduce -8.9% |
| KYTX Kyverna Therapeutics Inc. | 0.63% | 912,915 | $22.7M | New |
| APPF Appfolio Inc. Class A | 0.60% | 86,461 | $21.3M | Reduce -43.4% |
| OKTA Okta Inc. | 0.59% | 202,850 | $21.2M | Add +27.1% |
| DDOG Datadog Inc. Class A | 0.48% | 138,600 | $17.1M | No change |
| FTNT Fortinet Inc. | 0.46% | 239,100 | $16.3M | Add +106.7% |
| WDAY Workday Inc. Class A | 0.38% | 49,300 | $13.4M | Add +307.4% |
| PTC PTC Inc. | 0.14% | 25,700 | $4.9M | Reduce -66.9% |
| PCOR Procore Technologies Inc. | 0.11% | 48,100 | $4.0M | Reduce -71.5% |
| TEAM Atlassian Corp. Class A | 0.08% | 14,700 | $2.9M | Reduce -86.6% |
| AMD Advanced Micro Devices | 0.07% | 14,000 | $2.5M | No change |
| MDB Mongodb Inc. | 0.06% | 6,400 | $2.3M | Add +137.0% |
| AMAT Applied Materials Inc. | 0.05% | 8,000 | $1.6M | No change |
| SPOT Spotify Technology SA | 0.04% | 5,700 | $1.5M | New |
| VRT Vertiv Holdings Co. Class A | 0.04% | 16,300 | $1.3M | New |
| AVGO Broadcom Inc. | 0.04% | 1,000 | $1.3M | New |
| ZS Zscaler Inc. | 0.04% | 6,700 | $1.3M | New |
| XYZ Block Inc. | 0.04% | 15,200 | $1.3M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| MNDY Monday.com Ltd. | Sold out | 0.00% | −7.33 |
| S Sentinelone Inc. Class A | Reduce -20.2% | 17.99% | −4.95 |
| AYX Alteryx Inc. Class A | Sold out | 0.00% | −1.04 |
| TEAM Atlassian Corp. Class A | Reduce -86.6% | 0.08% | −0.55 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.42 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −0.34 |
| PTC PTC Inc. | Reduce -66.9% | 0.14% | −0.19 |
| PCOR Procore Technologies Inc. | Reduce -71.5% | 0.11% | −0.17 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.06 |
| APPF Appfolio Inc. Class A | Reduce -43.4% | 0.60% | −0.04 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Reduce -5.7% | 0.87% | +0.17 |
| DIBS 1STDIBS.COM Inc. | Reduce -8.9% | 0.70% | +0.18 |
| MSFT Microsoft Corp. | Reduce -1.0% | 1.88% | +0.41 |
| META Meta Platforms Inc. Class A | Reduce -3.4% | 1.99% | +0.69 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +15.4% | 1.32% | +0.78 |
| AMZN Amazon.com Inc. | Add +8.7% | 2.02% | +0.67 |
| KYTX Kyverna Therapeutics Inc. | New | 0.63% | +0.63 |
| GOOGL Alphabet Inc. Class A | Add +59.3% | 1.15% | +0.57 |
| TSM Taiwan Semiconductor-SP ADR | Add +123.5% | 0.74% | +0.52 |
| WDAY Workday Inc. Class A | Add +307.4% | 0.38% | +0.29 |
| FTNT Fortinet Inc. | Add +106.7% | 0.46% | +0.29 |
| OKTA Okta Inc. | Add +27.1% | 0.59% | +0.24 |
| SPOT Spotify Technology SA | New | 0.04% | +0.04 |
| MDB Mongodb Inc. | Add +137.0% | 0.06% | +0.04 |
| VRT Vertiv Holdings Co. Class A | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | New | 0.04% | +0.04 |
| ZS Zscaler Inc. | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 30 | $1.3B | EQPT, HAWK, NVDA, TSM, AMZN |
| Q1 2026 | 28 | $1.4B | HNGE, EQPT, UDMY, NVDA, GOOGL |
| Q4 2025 | 30 | $1.3B | HNGE, UDMY, NVDA, GOOGL, MSFT |
| Q3 2025 | 27 | $1.6B | HNGE, UDMY, S, MSFT, NVDA |
| Q2 2025 | 28 | $2.4B | HNGE, CRWV, UDMY, S, ETWO |
| Q1 2025 | 25 | $1.3B | UDMY, S, REAL BROKERAGE INC/THE, NCNO, ETWO |
| Q4 2024 | 28 | $1.5B | UDMY, S, REAL BROKERAGE INC/THE, NCNO, ETWO |
| Q3 2024 | 29 | $2.3B | S, NCNO, UDMY, ETWO, REAL BROKERAGE INC/THE |
| Q2 2024 | 30 | $2.9B | NCNO, S, WKME, UDMY, ETWO |
| Q1 2024 | 31 | $3.6B | NCNO, S, UDMY, ETWO, WKME |