Insight Holdings Group, LLC Top Holdings and 13F Report (2021) → The only financial event in 2024 that matters (From Porter & Company) (Ad) About Insight Holdings Group, LLCInvestment ActivityInsight Holdings Group, LLC has $3.58 billion in total holdings as of September 30, 2021.Insight Holdings Group, LLC owns shares of 31 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 2.64% of the portfolio was purchased this quarter.About 16.95% of the portfolio was sold this quarter.This quarter, Insight Holdings Group, LLC has purchased 32 new stocks and bought additional shares in 8 stocks.Insight Holdings Group, LLC sold shares of 9 stocks and completely divested from 6 stocks this quarter.Largest Holdings nCino $1,462,418,263SentinelOne $644,433,621Udemy $417,594,215E2open Parent $221,249,671WalkMe $208,582,878 Largest New Holdings this Quarter KYVERNA THERAPEUTICS INC $22,676,809 HoldingSpotify Technology $1,504,230 HoldingVertiv $1,331,221 HoldingBroadcom $1,325,410 HoldingZscaler $1,290,621 Holding Largest Purchases this Quarter KYVERNA THERAPEUTICS INC 912,915 shares (about $22.68M)Alphabet 101,300 shares (about $15.29M)Taiwan Semiconductor Manufacturing 107,100 shares (about $14.57M)Workday 37,200 shares (about $10.15M)Fortinet 123,400 shares (about $8.43M) Largest Sales this Quarter SentinelOne 7,000,000 shares (about $163.17M)Atlassian 94,800 shares (about $18.50M)AppFolio 66,400 shares (about $16.38M)Procore Technologies 120,800 shares (about $9.93M)PTC 52,000 shares (about $9.82M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight Holdings Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNCNOnCino$1,462,418,2630.0%39,123,01440.8%Computer and TechnologySSentinelOne$644,433,621$163,170,000 ▼-20.2%27,646,23018.0%Computer and TechnologyUDMYUdemy$417,594,2150.0%38,032,26011.7%Computer and TechnologyETWOE2open Parent$221,249,6710.0%49,831,0076.2%Computer and TechnologyWKMEWalkMe$208,582,8780.0%24,253,8235.8%Computer and TechnologyREAXReal Brokerage$107,869,9320.0%34,573,6963.0%Business ServicesAMZNAmazon.com$72,440,608$5,808,236 ▲8.7%401,6002.0%Retail/WholesaleMETAMeta Platforms$71,186,028$2,476,458 ▼-3.4%146,6002.0%Computer and TechnologyMSFTMicrosoft$67,487,695$673,152 ▼-1.0%160,4101.9%Computer and TechnologyNVDANVIDIA$47,436,900$6,324,920 ▲15.4%52,5001.3%Computer and TechnologyGOOGLAlphabet$41,068,053$15,289,209 ▲59.3%272,1001.1%Computer and TechnologyCRMSalesforce$31,021,540$1,867,316 ▼-5.7%103,0000.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$26,366,490$14,570,955 ▲123.5%193,8000.7%Computer and TechnologyDIBS1stdibs.Com$25,116,048$2,443,600 ▼-8.9%4,214,1020.7%Retail/WholesaleKYVERNA THERAPEUTICS INC$22,676,809$22,676,809 ▲New Holding912,9150.6%COMAPPFAppFolio$21,333,387$16,383,536 ▼-43.4%86,4610.6%Computer and TechnologyOKTAOkta$21,222,167$4,519,584 ▲27.1%202,8500.6%Computer and TechnologyDDOGDatadog$17,130,9600.0%138,6000.5%Computer and TechnologyFTNTFortinet$16,332,921$8,429,454 ▲106.7%239,1000.5%Computer and TechnologyWDAYWorkday$13,446,575$10,146,300 ▲307.4%49,3000.4%Computer and TechnologyPTCPTC$4,855,758$9,824,880 ▼-66.9%25,7000.1%Computer and TechnologyPCORProcore Technologies$3,952,377$9,926,136 ▼-71.5%48,1000.1%Business ServicesTEAMAtlassian$2,868,117$18,496,428 ▼-86.6%14,7000.1%Computer and TechnologyAMDAdvanced Micro Devices$2,526,8600.0%14,0000.1%Computer and TechnologyMDBMongoDB$2,295,296$1,326,968 ▲137.0%6,4000.1%Computer and TechnologyAMATApplied Materials$1,649,8400.0%8,0000.0%Computer and TechnologySPOTSpotify Technology$1,504,230$1,504,230 ▲New Holding5,7000.0%Business ServicesVRTVertiv$1,331,221$1,331,221 ▲New Holding16,3000.0%Computer and TechnologyAVGOBroadcom$1,325,410$1,325,410 ▲New Holding1,0000.0%Computer and TechnologyZSZscaler$1,290,621$1,290,621 ▲New Holding6,7000.0%Computer and TechnologySQBlock$1,285,6160.0%15,2000.0%Business ServicesMNDYmonday.com$0$303,738,352 ▼-100.0%00.0%Computer and TechnologyAYXAlteryx$0$43,001,856 ▼-100.0%00.0%Computer and TechnologyCRWDCrowdStrike$0$17,285,164 ▼-100.0%00.0%Computer and TechnologyFROGJFrog$0$14,209,620 ▼-100.0%00.0%Computer and TechnologyPANWPalo Alto Networks$0$2,506,480 ▼-100.0%00.0%Computer and TechnologyNETCloudflare$0$1,140,662 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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