Insight Holdings Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Insight Holdings Group, LLC reported 30 stock positions worth $2.9 billion. Its top holding was Ncino (NCNO) at 27.3% of the portfolio, followed by Sentinelone Class A (S, 17.6%) and Walkme (WKME, 11.7%). Compared with Q1 2024, it opened 4 new positions, sold out of 5, added to 15 and reduced 3. The biggest buy was a new position in Apple (AAPL) and the biggest sale Ncino (NCNO, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001305473
- Portfolio Value
- $2.9B (Q2 2024)
- SEC Filing
- 0000899140-24-000869 ↗ filed Aug 13, 2024
Holdings Value
Holdings 30 stocks · $2.9B
| NCNO Ncino Inc. | 27.27% | 25,013,467 | $786.7M | Reduce -36.1% |
| S Sentinelone Inc. Class A | 17.62% | 24,146,230 | $508.3M | Reduce -12.7% |
| WKME Walkme Ltd. | 11.74% | 24,253,823 | $338.8M | No change |
| UDMY Udemy Inc. | 11.38% | 38,032,260 | $328.2M | No change |
| ETWO E2OPEN Parent Holdings Inc. | 7.76% | 49,831,007 | $223.7M | No change |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 4.87% | 34,573,696 | $140.4M | No change |
| AMZN Amazon.com Inc. | 2.75% | 409,900 | $79.2M | Add +2.1% |
| MSFT Microsoft Corp. | 2.59% | 167,460 | $74.8M | Add +4.4% |
| META Meta Platforms Inc. Class A | 2.56% | 146,730 | $74.0M | Add +0.1% |
| NVDA Nvidia Corp. | 2.34% | 546,000 | $67.5M | Add +4.0% |
| AAPL Apple Inc. | 1.97% | 269,800 | $56.8M | New |
| GOOGL Alphabet Inc. Class A | 1.79% | 283,500 | $51.6M | Add +4.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.22% | 203,300 | $35.3M | Add +4.9% |
| APPF Appfolio Inc. Class A | 0.73% | 86,461 | $21.1M | No change |
| OKTA Okta Inc. | 0.73% | 223,850 | $21.0M | Add +10.3% |
| DDOG Datadog Inc. Class A | 0.62% | 138,600 | $18.0M | No change |
| RBRK Rubrik Inc. Class A | 0.53% | 500,000 | $15.3M | New |
| KYTX Kyverna Therapeutics Inc. | 0.24% | 912,915 | $6.8M | No change |
| AVGO Broadcom Inc. | 0.19% | 3,500 | $5.6M | Add +250.0% |
| PTC PTC Inc. | 0.19% | 30,800 | $5.6M | Add +19.8% |
| SNPS Synopsys Inc. | 0.15% | 7,100 | $4.2M | New |
| TEAM Atlassian Corp. Class A | 0.13% | 21,100 | $3.7M | Add +43.5% |
| CRM Salesforce Inc. | 0.12% | 13,630 | $3.5M | Reduce -86.8% |
| AMD Advanced Micro Devices | 0.09% | 16,800 | $2.7M | Add +20.0% |
| MDB Mongodb Inc. | 0.09% | 10,900 | $2.7M | Add +70.3% |
| AMAT Applied Materials Inc. | 0.08% | 9,600 | $2.3M | Add +20.0% |
| SPOT Spotify Technology SA | 0.06% | 5,700 | $1.8M | No change |
| ZS Zscaler Inc. | 0.06% | 9,200 | $1.8M | Add +37.3% |
| SHOP Shopify Inc. Class A | 0.06% | 26,300 | $1.7M | New |
| VRT Vertiv Holdings Co. Class A | 0.06% | 19,500 | $1.7M | Add +19.6% |
Portfolio Sells Q1 2024 → Q2 2024
| NCNO Ncino Inc. | Reduce -36.1% | 27.27% | −13.57 |
| CRM Salesforce Inc. | Reduce -86.8% | 0.12% | −0.74 |
| DIBS 1STDIBS.COM Inc. | Sold out | 0.00% | −0.70 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.46 |
| S Sentinelone Inc. Class A | Reduce -12.7% | 17.62% | −0.38 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.38 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.11 |
| XYZ Block Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | New | 1.97% | +1.97 |
| NVDA Nvidia Corp. | Add +4.0% | 2.34% | +1.01 |
| AMZN Amazon.com Inc. | Add +2.1% | 2.75% | +0.72 |
| MSFT Microsoft Corp. | Add +4.4% | 2.59% | +0.71 |
| GOOGL Alphabet Inc. Class A | Add +4.2% | 1.79% | +0.64 |
| META Meta Platforms Inc. Class A | Add +0.1% | 2.56% | +0.58 |
| RBRK Rubrik Inc. Class A | New | 0.53% | +0.53 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.9% | 1.22% | +0.49 |
| AVGO Broadcom Inc. | Add +250.0% | 0.19% | +0.16 |
| SNPS Synopsys Inc. | New | 0.15% | +0.15 |
| OKTA Okta Inc. | Add +10.3% | 0.73% | +0.13 |
| SHOP Shopify Inc. Class A | New | 0.06% | +0.06 |
| PTC PTC Inc. | Add +19.8% | 0.19% | +0.06 |
| TEAM Atlassian Corp. Class A | Add +43.5% | 0.13% | +0.05 |
| AMAT Applied Materials Inc. | Add +20.0% | 0.08% | +0.03 |
| MDB Mongodb Inc. | Add +70.3% | 0.09% | +0.03 |
| ZS Zscaler Inc. | Add +37.3% | 0.06% | +0.03 |
| AMD Advanced Micro Devices | Add +20.0% | 0.09% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +19.6% | 0.06% | +0.02 |
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 |