Insight Holdings Group, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Insight Holdings Group, LLC reported 29 stock positions worth $2.3 billion. Its top holding was Sentinelone Class A (S) at 25.1% of the portfolio, followed by Ncino (NCNO, 22.0%) and Udemy (UDMY, 12.3%). Compared with Q2 2024, it opened 3 new positions, sold out of 4, added to 7 and reduced 8. The biggest buy was Atlassian Class A (TEAM, shares +420%) and the biggest sale an exit from Walkme (WKME).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001305473
- Portfolio Value
- $2.3B (Q3 2024)
- SEC Filing
- 0000899140-24-001236 ↗ filed Nov 14, 2024
Holdings Value
Holdings 29 stocks · $2.3B
| S Sentinelone Inc. Class A | 25.10% | 24,146,230 | $577.6M | No change |
| NCNO Ncino Inc. | 21.99% | 16,013,467 | $505.9M | Reduce -36.0% |
| UDMY Udemy Inc. | 12.30% | 38,032,260 | $283.0M | No change |
| ETWO E2OPEN Parent Holdings Inc. | 9.55% | 49,831,007 | $219.8M | No change |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 8.34% | 34,573,696 | $191.9M | No change |
| META Meta Platforms Inc. Class A | 3.34% | 134,130 | $76.8M | Reduce -8.6% |
| AMZN Amazon.com Inc. | 3.32% | 409,900 | $76.4M | No change |
| MSFT Microsoft Corp. | 3.08% | 164,560 | $70.8M | Reduce -1.7% |
| NVDA Nvidia Corp. | 2.88% | 545,200 | $66.2M | Reduce -0.1% |
| AAPL Apple Inc. | 2.73% | 269,800 | $62.9M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.53% | 203,300 | $35.3M | No change |
| GOOGL Alphabet Inc. Class A | 0.95% | 131,600 | $21.8M | Reduce -53.6% |
| TEAM Atlassian Corp. Class A | 0.76% | 109,700 | $17.4M | Add +419.9% |
| OKTA Okta Inc. | 0.72% | 223,850 | $16.6M | No change |
| DDOG Datadog Inc. Class A | 0.70% | 139,600 | $16.1M | Add +0.7% |
| APPF Appfolio Inc. Class A | 0.52% | 51,061 | $12.0M | Reduce -40.9% |
| SNPS Synopsys Inc. | 0.44% | 20,100 | $10.2M | Add +183.1% |
| AVGO Broadcom Inc. | 0.27% | 36,400 | $6.3M | Add +4.0% |
| UBER Uber Technologies Inc. | 0.19% | 59,600 | $4.5M | New |
| KYTX Kyverna Therapeutics Inc. | 0.19% | 912,915 | $4.5M | No change |
| SHOP Shopify Inc. Class A | 0.19% | 55,100 | $4.4M | Add +109.5% |
| NOW ServiceNow Inc. | 0.14% | 3,700 | $3.3M | New |
| VRT Vertiv Holdings Co. Class A | 0.14% | 32,200 | $3.2M | Add +65.1% |
| PTC PTC Inc. | 0.13% | 16,800 | $3.0M | Reduce -45.5% |
| MDB Mongodb Inc. | 0.13% | 10,900 | $2.9M | No change |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.11% | 36,000 | $2.5M | New |
| SPOT Spotify Technology SA | 0.09% | 5,700 | $2.1M | No change |
| AMD Advanced Micro Devices | 0.08% | 11,200 | $1.8M | Reduce -33.3% |
| ZS Zscaler Inc. | 0.07% | 10,000 | $1.7M | Add +8.7% |
Portfolio Sells Q2 2024 → Q3 2024
| WKME Walkme Ltd. | Sold out | 0.00% | −11.74 |
| NCNO Ncino Inc. | Reduce -36.0% | 21.99% | −5.28 |
| GOOGL Alphabet Inc. Class A | Reduce -53.6% | 0.95% | −0.84 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −0.53 |
| APPF Appfolio Inc. Class A | Reduce -40.9% | 0.52% | −0.21 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.12 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.08 |
| PTC PTC Inc. | Reduce -45.5% | 0.13% | −0.06 |
| AMD Advanced Micro Devices | Reduce -33.3% | 0.08% | −0.01 |
| MSFT Microsoft Corp. | Reduce -1.7% | 3.08% | +0.48 |
| NVDA Nvidia Corp. | Reduce -0.1% | 2.88% | +0.54 |
| META Meta Platforms Inc. Class A | Reduce -8.6% | 3.34% | +0.77 |
Portfolio Buys Q2 2024 → Q3 2024
| TEAM Atlassian Corp. Class A | Add +419.9% | 0.76% | +0.63 |
| SNPS Synopsys Inc. | Add +183.1% | 0.44% | +0.30 |
| UBER Uber Technologies Inc. | New | 0.19% | +0.19 |
| NOW ServiceNow Inc. | New | 0.14% | +0.14 |
| SHOP Shopify Inc. Class A | Add +109.5% | 0.19% | +0.13 |
| ZM Zoom Communications Inc. | New | 0.11% | +0.11 |
| VRT Vertiv Holdings Co. Class A | Add +65.1% | 0.14% | +0.08 |
| AVGO Broadcom Inc. | Add +4.0% | 0.27% | +0.08 |
| DDOG Datadog Inc. Class A | Add +0.7% | 0.70% | +0.08 |
| ZS Zscaler Inc. | Add +8.7% | 0.07% | +0.01 |
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 |