Filed: 11/14/2024ACC: 0000899140-24-001236
📋 What this filing means
INSIGHT HOLDINGS GROUP, LLC filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $2.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$2.30B
Total AUM (reported)
166.19M
Total Shares
Allocation by class
COM$1.10B47.8%
CL A$698.29M30.3%
COM CL A$234.98M10.2%
COM NEW$191.88M8.3%
SPONSORED ADS$35.31M1.5%
CAP STK CL A$21.83M0.9%
CL A COM$16.06M0.7%
Portfolio Concentration
Top 3$1.37B59.4%
4–10$764.68M33.2%
11–25$161.59M7.0%
Rest$8.16M0.4%
Top 3 weight
59.4%
Top 10 weight
92.6%
Voting Authority Distribution
Total shares with voting rights: 166.19M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
166.19M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other29
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings29
Rows:
SENTINELONE INC
DFNDShares24.15M
TypeSH
Market value$577.58M
25.10%
Sole
0.00
Shared
24.15M
None
0.00
NCINO INC
DFNDShares16.01M
TypeSH
Market value$505.87M
21.99%
Sole
0.00
Shared
16.01M
None
0.00
UDEMY INC
DFNDShares38.03M
TypeSH
Market value$282.96M
12.30%
Sole
0.00
Shared
38.03M
None
0.00
E2OPEN PARENT HOLDINGS INC
DFNDShares49.83M
TypeSH
Market value$219.75M
9.55%
Sole
0.00
Shared
49.83M
None
0.00
THE REAL BROKERAGE INC
DFNDShares34.57M
TypeSH
Market value$191.88M
8.34%
Sole
0.00
Shared
34.57M
None
0.00
META PLATFORMS INC
DFNDShares134.13K
TypeSH
Market value$76.78M
3.34%
Sole
0.00
Shared
134.13K
None
0.00
AMAZON COM INC
DFNDShares409.90K
TypeSH
Market value$76.38M
3.32%
Sole
0.00
Shared
409.90K
None
0.00
MICROSOFT CORP
DFNDShares164.56K
TypeSH
Market value$70.81M
3.08%
Sole
0.00
Shared
164.56K
None
0.00
NVIDIA CORPORATION
DFNDShares545.20K
TypeSH
Market value$66.21M
2.88%
Sole
0.00
Shared
545.20K
None
0.00
APPLE INC
DFNDShares269.80K
TypeSH
Market value$62.86M
2.73%
Sole
0.00
Shared
269.80K
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares203.30K
TypeSH
Market value$35.31M
1.53%
Sole
0.00
Shared
203.30K
None
0.00
ALPHABET INC
DFNDShares131.60K
TypeSH
Market value$21.83M
0.95%
Sole
0.00
Shared
131.60K
None
0.00
ATLASSIAN CORPORATION
DFNDShares109.70K
TypeSH
Market value$17.42M
0.76%
Sole
0.00
Shared
109.70K
None
0.00
OKTA INC
DFNDShares223.85K
TypeSH
Market value$16.64M
0.72%
Sole
0.00
Shared
223.85K
None
0.00
DATADOG INC
DFNDShares139.60K
TypeSH
Market value$16.06M
0.70%
Sole
0.00
Shared
139.60K
None
0.00
APPFOLIO INC
DFNDShares51.06K
TypeSH
Market value$12.02M
0.52%
Sole
0.00
Shared
51.06K
None
0.00
SYNOPSYS INC
DFNDShares20.10K
TypeSH
Market value$10.18M
0.44%
Sole
0.00
Shared
20.10K
None
0.00
BROADCOM INC
DFNDShares36.40K
TypeSH
Market value$6.28M
0.27%
Sole
0.00
Shared
36.40K
None
0.00
UBER TECHNOLOGIES INC
DFNDShares59.60K
TypeSH
Market value$4.48M
0.19%
Sole
0.00
Shared
59.60K
None
0.00
KYVERNA THERAPEUTICS INC
DFNDShares912.91K
TypeSH
Market value$4.46M
0.19%
Sole
0.00
Shared
912.91K
None
0.00
SHOPIFY INC
DFNDShares55.10K
TypeSH
Market value$4.42M
0.19%
Sole
0.00
Shared
55.10K
None
0.00
SERVICENOW INC
DFNDShares3.70K
TypeSH
Market value$3.31M
0.14%
Sole
0.00
Shared
3.70K
None
0.00
VERTIV HOLDINGS CO
DFNDShares32.20K
TypeSH
Market value$3.20M
0.14%
Sole
0.00
Shared
32.20K
None
0.00
PTC INC
DFNDShares16.80K
TypeSH
Market value$3.04M
0.13%
Sole
0.00
Shared
16.80K
None
0.00
MONGODB INC
DFNDShares10.90K
TypeSH
Market value$2.95M
0.13%
Sole
0.00
Shared
10.90K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SENTINELONE INCDFND | CL A | 24.15M | SH | $577.58M 25.10% | 0.00 | 24.15M | 0.00 |
NCINO INCDFND | COM | 16.01M | SH | $505.87M 21.99% | 0.00 | 16.01M | 0.00 |
UDEMY INCDFND | COM | 38.03M | SH | $282.96M 12.30% | 0.00 | 38.03M | 0.00 |
E2OPEN PARENT HOLDINGS INCDFND | COM CL A | 49.83M | SH | $219.75M 9.55% | 0.00 | 49.83M | 0.00 |
THE REAL BROKERAGE INCDFND | COM NEW | 34.57M | SH | $191.88M 8.34% | 0.00 | 34.57M | 0.00 |
META PLATFORMS INCDFND | CL A | 134.13K | SH | $76.78M 3.34% | 0.00 | 134.13K | 0.00 |
AMAZON COM INCDFND | COM | 409.90K | SH | $76.38M 3.32% | 0.00 | 409.90K | 0.00 |
MICROSOFT CORPDFND | COM | 164.56K | SH | $70.81M 3.08% | 0.00 | 164.56K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 545.20K | SH | $66.21M 2.88% | 0.00 | 545.20K | 0.00 |
APPLE INCDFND | COM | 269.80K | SH | $62.86M 2.73% | 0.00 | 269.80K | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 203.30K | SH | $35.31M 1.53% | 0.00 | 203.30K | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 131.60K | SH | $21.83M 0.95% | 0.00 | 131.60K | 0.00 |
ATLASSIAN CORPORATIONDFND | CL A | 109.70K | SH | $17.42M 0.76% | 0.00 | 109.70K | 0.00 |
OKTA INCDFND | CL A | 223.85K | SH | $16.64M 0.72% | 0.00 | 223.85K | 0.00 |
DATADOG INCDFND | CL A COM | 139.60K | SH | $16.06M 0.70% | 0.00 | 139.60K | 0.00 |
APPFOLIO INCDFND | COM CL A | 51.06K | SH | $12.02M 0.52% | 0.00 | 51.06K | 0.00 |
SYNOPSYS INCDFND | COM | 20.10K | SH | $10.18M 0.44% | 0.00 | 20.10K | 0.00 |
BROADCOM INCDFND | COM | 36.40K | SH | $6.28M 0.27% | 0.00 | 36.40K | 0.00 |
UBER TECHNOLOGIES INCDFND | COM | 59.60K | SH | $4.48M 0.19% | 0.00 | 59.60K | 0.00 |
KYVERNA THERAPEUTICS INCDFND | COM | 912.91K | SH | $4.46M 0.19% | 0.00 | 912.91K | 0.00 |
SHOPIFY INCDFND | CL A | 55.10K | SH | $4.42M 0.19% | 0.00 | 55.10K | 0.00 |
SERVICENOW INCDFND | COM | 3.70K | SH | $3.31M 0.14% | 0.00 | 3.70K | 0.00 |
VERTIV HOLDINGS CODFND | COM CL A | 32.20K | SH | $3.20M 0.14% | 0.00 | 32.20K | 0.00 |
PTC INCDFND | COM | 16.80K | SH | $3.04M 0.13% | 0.00 | 16.80K | 0.00 |
MONGODB INCDFND | CL A | 10.90K | SH | $2.95M 0.13% | 0.00 | 10.90K | 0.00 |
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