Insight Holdings Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Insight Holdings Group, LLC reported 28 stock positions worth $1.5 billion. Its top holding was Udemy (UDMY) at 20.2% of the portfolio, followed by Sentinelone Class A (S, 16.4%) and Real Brokerage (10.2%). Compared with Q3 2024, it opened 4 new positions, sold out of 5, added to 8 and reduced 9. The biggest buy was Microsoft (MSFT, shares +38%) and the biggest sale Ncino (NCNO, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001305473
- Portfolio Value
- $1.5B (Q4 2024)
- SEC Filing
- 0000899140-25-000303 ↗ filed Feb 14, 2025
Holdings Value
Holdings 28 stocks · $1.5B
| UDMY Udemy Inc. | 20.25% | 38,032,260 | $313.0M | No change |
| S Sentinelone Inc. Class A | 16.41% | 11,425,026 | $253.6M | Reduce -52.7% |
| REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC | 10.16% | 34,134,990 | $157.0M | Reduce -1.3% |
| NCNO Ncino Inc. | 9.80% | 4,513,467 | $151.6M | Reduce -71.8% |
| ETWO E2OPEN Parent Holdings Inc. | 8.57% | 49,831,007 | $132.6M | No change |
| MSFT Microsoft Corp. | 6.17% | 226,430 | $95.4M | Add +37.6% |
| AMZN Amazon.com Inc. | 5.82% | 409,900 | $89.9M | No change |
| NVDA Nvidia Corp. | 3.71% | 427,100 | $57.4M | Reduce -21.7% |
| META Meta Platforms Inc. Class A | 3.68% | 97,240 | $56.9M | Reduce -27.5% |
| AAPL Apple Inc. | 2.67% | 165,070 | $41.3M | Reduce -38.8% |
| TSM Taiwan Semiconductor-SP ADR | 2.60% | 203,830 | $40.3M | Add +0.3% |
| NOW ServiceNow Inc. | 2.18% | 31,800 | $33.7M | Add +759.5% |
| GOOGL Alphabet Inc. Class A | 1.98% | 161,720 | $30.6M | Add +22.9% |
| TEAM Atlassian Corp. Class A | 1.90% | 120,700 | $29.4M | Add +10.0% |
| CRM Salesforce Inc. | 1.07% | 49,500 | $16.5M | New |
| SHOP Shopify Inc. Class A | 0.47% | 67,900 | $7.2M | Add +23.2% |
| INTU Intuit Inc. | 0.37% | 9,000 | $5.7M | New |
| ZM Zoom Communications Inc. | 0.35% | 65,900 | $5.4M | Add +83.1% |
| AVGO Broadcom Inc. | 0.31% | 20,710 | $4.8M | Reduce -43.1% |
| OKTA Okta Inc. | 0.24% | 47,050 | $3.7M | Reduce -79.0% |
| SNPS Synopsys Inc. | 0.24% | 7,600 | $3.7M | Reduce -62.2% |
| VRT Vertiv Holdings Co. Class A | 0.24% | 32,200 | $3.7M | No change |
| KYTX Kyverna Therapeutics Inc. | 0.22% | 912,915 | $3.4M | No change |
| SPOT Spotify Technology SA | 0.17% | 5,700 | $2.6M | No change |
| MDB Mongodb Inc. | 0.16% | 10,900 | $2.5M | No change |
| ZS Zscaler Inc. | 0.15% | 12,500 | $2.3M | Add +25.0% |
| APP AppLovin Corp. Class A | 0.10% | 5,000 | $1.6M | New |
| TTAN Servicetitan Inc. Class A | 0.01% | 1,000 | $103K | New |
Portfolio Sells Q3 2024 → Q4 2024
| NCNO Ncino Inc. | Reduce -71.8% | 9.80% | −12.18 |
| S Sentinelone Inc. Class A | Reduce -52.7% | 16.41% | −8.70 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.70 |
| APPF Appfolio Inc. Class A | Sold out | 0.00% | −0.52 |
| OKTA Okta Inc. | Reduce -79.0% | 0.24% | −0.48 |
| SNPS Synopsys Inc. | Reduce -62.2% | 0.24% | −0.20 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.19 |
| PTC PTC Inc. | Sold out | 0.00% | −0.13 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.08 |
| AAPL Apple Inc. | Reduce -38.8% | 2.67% | −0.06 |
| AVGO Broadcom Inc. | Reduce -43.1% | 0.31% | +0.04 |
| META Meta Platforms Inc. Class A | Reduce -27.5% | 3.68% | +0.35 |
| NVDA Nvidia Corp. | Reduce -21.7% | 3.71% | +0.83 |
| REAL BROKERAGE INC/THE | Reduce -1.3% | 10.16% | +1.82 |
Portfolio Buys Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Add +37.6% | 6.17% | +3.10 |
| NOW ServiceNow Inc. | Add +759.5% | 2.18% | +2.04 |
| TEAM Atlassian Corp. Class A | Add +10.0% | 1.90% | +1.14 |
| CRM Salesforce Inc. | New | 1.07% | +1.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.3% | 2.60% | +1.07 |
| GOOGL Alphabet Inc. Class A | Add +22.9% | 1.98% | +1.03 |
| INTU Intuit Inc. | New | 0.37% | +0.37 |
| SHOP Shopify Inc. Class A | Add +23.2% | 0.47% | +0.28 |
| ZM Zoom Communications Inc. | Add +83.1% | 0.35% | +0.24 |
| APP AppLovin Corp. Class A | New | 0.10% | +0.10 |
| ZS Zscaler Inc. | Add +25.0% | 0.15% | +0.07 |
| TTAN Servicetitan Inc. Class A | New | 0.01% | +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 |