Filed: 8/13/2024ACC: 0000899140-24-000869
📋 What this filing means
INSIGHT HOLDINGS GROUP, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $2.89B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$2.89B
Total AUM (reported)
199.91M
Total Shares
Allocation by class
COM$1.43B49.4%
CL A$626.74M21.7%
ORD SHS$338.83M11.7%
COM CL A$246.58M8.5%
COM NEW$140.37M4.9%
CAP STK CL A$51.64M1.8%
SPONSORED ADS$35.34M1.2%
Portfolio Concentration
Top 3$1.63B56.6%
4–10$987.83M34.2%
11–25$254.18M8.8%
Rest$9.25M0.3%
Top 3 weight
56.6%
Top 10 weight
90.9%
Voting Authority Distribution
Total shares with voting rights: 199.91M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
199.91M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other30
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings30
Rows:
NCINO INC
DFNDShares25.01M
TypeSH
Market value$786.67M
27.27%
Sole
0.00
Shared
25.01M
None
0.00
SENTINELONE INC
DFNDShares24.15M
TypeSH
Market value$508.28M
17.62%
Sole
0.00
Shared
24.15M
None
0.00
WALKME LTD
DFNDShares24.25M
TypeSH
Market value$338.83M
11.74%
Sole
0.00
Shared
24.25M
None
0.00
UDEMY INC
DFNDShares38.03M
TypeSH
Market value$328.22M
11.38%
Sole
0.00
Shared
38.03M
None
0.00
E2OPEN PARENT HOLDINGS INC
DFNDShares49.83M
TypeSH
Market value$223.74M
7.76%
Sole
0.00
Shared
49.83M
None
0.00
THE REAL BROKERAGE INC
DFNDShares34.57M
TypeSH
Market value$140.37M
4.87%
Sole
0.00
Shared
34.57M
None
0.00
AMAZON COM INC
DFNDShares409.90K
TypeSH
Market value$79.21M
2.75%
Sole
0.00
Shared
409.90K
None
0.00
MICROSOFT CORP
DFNDShares167.46K
TypeSH
Market value$74.85M
2.59%
Sole
0.00
Shared
167.46K
None
0.00
META PLATFORMS INC
DFNDShares146.73K
TypeSH
Market value$73.98M
2.56%
Sole
0.00
Shared
146.73K
None
0.00
NVIDIA CORPORATION
DFNDShares546K
TypeSH
Market value$67.45M
2.34%
Sole
0.00
Shared
546K
None
0.00
APPLE INC
DFNDShares269.80K
TypeSH
Market value$56.83M
1.97%
Sole
0.00
Shared
269.80K
None
0.00
ALPHABET INC
DFNDShares283.50K
TypeSH
Market value$51.64M
1.79%
Sole
0.00
Shared
283.50K
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares203.30K
TypeSH
Market value$35.34M
1.22%
Sole
0.00
Shared
203.30K
None
0.00
APPFOLIO INC
DFNDShares86.46K
TypeSH
Market value$21.15M
0.73%
Sole
0.00
Shared
86.46K
None
0.00
OKTA INC
DFNDShares223.85K
TypeSH
Market value$20.95M
0.73%
Sole
0.00
Shared
223.85K
None
0.00
DATADOG INC
DFNDShares138.60K
TypeSH
Market value$17.98M
0.62%
Sole
0.00
Shared
138.60K
None
0.00
RUBRIK INC.
DFNDShares500K
TypeSH
Market value$15.33M
0.53%
Sole
0.00
Shared
500K
None
0.00
KYVERNA THERAPEUTICS INC
DFNDShares912.91K
TypeSH
Market value$6.85M
0.24%
Sole
0.00
Shared
912.91K
None
0.00
BROADCOM INC
DFNDShares3.50K
TypeSH
Market value$5.62M
0.19%
Sole
0.00
Shared
3.50K
None
0.00
PTC INC
DFNDShares30.80K
TypeSH
Market value$5.60M
0.19%
Sole
0.00
Shared
30.80K
None
0.00
SYNOPSYS INC
DFNDShares7.10K
TypeSH
Market value$4.22M
0.15%
Sole
0.00
Shared
7.10K
None
0.00
ATLASSIAN CORPORATION
DFNDShares21.10K
TypeSH
Market value$3.73M
0.13%
Sole
0.00
Shared
21.10K
None
0.00
SALESFORCE INC
DFNDShares13.63K
TypeSH
Market value$3.50M
0.12%
Sole
0.00
Shared
13.63K
None
0.00
ADVANCED MICRO DEVICES INC
DFNDShares16.80K
TypeSH
Market value$2.73M
0.09%
Sole
0.00
Shared
16.80K
None
0.00
MONGODB INC
DFNDShares10.90K
TypeSH
Market value$2.72M
0.09%
Sole
0.00
Shared
10.90K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NCINO INCDFND | COM | 25.01M | SH | $786.67M 27.27% | 0.00 | 25.01M | 0.00 |
SENTINELONE INCDFND | CL A | 24.15M | SH | $508.28M 17.62% | 0.00 | 24.15M | 0.00 |
WALKME LTDDFND | ORD SHS | 24.25M | SH | $338.83M 11.74% | 0.00 | 24.25M | 0.00 |
UDEMY INCDFND | COM | 38.03M | SH | $328.22M 11.38% | 0.00 | 38.03M | 0.00 |
E2OPEN PARENT HOLDINGS INCDFND | COM CL A | 49.83M | SH | $223.74M 7.76% | 0.00 | 49.83M | 0.00 |
THE REAL BROKERAGE INCDFND | COM NEW | 34.57M | SH | $140.37M 4.87% | 0.00 | 34.57M | 0.00 |
AMAZON COM INCDFND | COM | 409.90K | SH | $79.21M 2.75% | 0.00 | 409.90K | 0.00 |
MICROSOFT CORPDFND | COM | 167.46K | SH | $74.85M 2.59% | 0.00 | 167.46K | 0.00 |
META PLATFORMS INCDFND | CL A | 146.73K | SH | $73.98M 2.56% | 0.00 | 146.73K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 546K | SH | $67.45M 2.34% | 0.00 | 546K | 0.00 |
APPLE INCDFND | COM | 269.80K | SH | $56.83M 1.97% | 0.00 | 269.80K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 283.50K | SH | $51.64M 1.79% | 0.00 | 283.50K | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 203.30K | SH | $35.34M 1.22% | 0.00 | 203.30K | 0.00 |
APPFOLIO INCDFND | COM CL A | 86.46K | SH | $21.15M 0.73% | 0.00 | 86.46K | 0.00 |
OKTA INCDFND | CL A | 223.85K | SH | $20.95M 0.73% | 0.00 | 223.85K | 0.00 |
DATADOG INCDFND | CL A COM | 138.60K | SH | $17.98M 0.62% | 0.00 | 138.60K | 0.00 |
RUBRIK INC.DFND | CL A | 500K | SH | $15.33M 0.53% | 0.00 | 500K | 0.00 |
KYVERNA THERAPEUTICS INCDFND | COM | 912.91K | SH | $6.85M 0.24% | 0.00 | 912.91K | 0.00 |
BROADCOM INCDFND | COM | 3.50K | SH | $5.62M 0.19% | 0.00 | 3.50K | 0.00 |
PTC INCDFND | COM | 30.80K | SH | $5.60M 0.19% | 0.00 | 30.80K | 0.00 |
SYNOPSYS INCDFND | COM | 7.10K | SH | $4.22M 0.15% | 0.00 | 7.10K | 0.00 |
ATLASSIAN CORPORATIONDFND | CL A | 21.10K | SH | $3.73M 0.13% | 0.00 | 21.10K | 0.00 |
SALESFORCE INCDFND | COM | 13.63K | SH | $3.50M 0.12% | 0.00 | 13.63K | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 16.80K | SH | $2.73M 0.09% | 0.00 | 16.80K | 0.00 |
MONGODB INCDFND | CL A | 10.90K | SH | $2.72M 0.09% | 0.00 | 10.90K | 0.00 |
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