Insight Holdings Group, LLC Top Holdings and 13F Report (2021) About Insight Holdings Group, LLCInvestment ActivityInsight Holdings Group, LLC has $1.55 billion in total holdings as of September 30, 2021.Insight Holdings Group, LLC owns shares of 28 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.99% of the portfolio was purchased this quarter.About 51.45% of the portfolio was sold this quarter.This quarter, Insight Holdings Group, LLC has purchased 29 new stocks and bought additional shares in 8 stocks.Insight Holdings Group, LLC sold shares of 9 stocks and completely divested from 5 stocks this quarter.Largest Holdings Udemy $313,005,500SentinelOne $253,635,577Real Brokerage $157,020,954nCino $151,562,222E2open Parent $132,550,479 Largest New Holdings this Quarter Salesforce $16,549,335 HoldingIntuit $5,656,500 HoldingAPPLOVIN CORP $1,619,150 HoldingSERVICETITAN INC $102,870 Holding Largest Purchases this Quarter ServiceNow 28,100 shares (about $29.79M)Microsoft 61,870 shares (about $26.08M)Salesforce 49,500 shares (about $16.55M)Alphabet 30,120 shares (about $5.70M)Intuit 9,000 shares (about $5.66M) Largest Sales this Quarter nCino 11,500,000 shares (about $386.17M)SentinelOne 12,721,204 shares (about $282.41M)Apple 104,730 shares (about $26.23M)Meta Platforms 36,890 shares (about $21.60M)NVIDIA 118,100 shares (about $15.86M) 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 PortfolioSectorUDMYUdemy$313,005,5000.0%38,032,26020.2%Computer and TechnologySSentinelOne$253,635,577$282,410,729 ▼-52.7%11,425,02616.4%Computer and TechnologyREAXReal Brokerage$157,020,954$2,018,048 ▼-1.3%34,134,99010.2%Business ServicesNCNOnCino$151,562,222$386,170,000 ▼-71.8%4,513,4679.8%Computer and TechnologyETWOE2open Parent$132,550,4790.0%49,831,0078.6%Computer and TechnologyMSFTMicrosoft$95,440,245$26,078,205 ▲37.6%226,4306.2%Computer and TechnologyAMZNAmazon.com$89,927,9610.0%409,9005.8%Retail/WholesaleNVDANVIDIA$57,355,259$15,859,649 ▼-21.7%427,1003.7%Computer and TechnologyMETAMeta Platforms$56,934,992$21,599,464 ▼-27.5%97,2403.7%Computer and TechnologyAAPLApple$41,336,829$26,226,486 ▼-38.8%165,0702.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$40,254,387$104,670 ▲0.3%203,8302.6%Computer and TechnologyNOWServiceNow$33,711,816$29,789,372 ▲759.5%31,8002.2%Computer and TechnologyGOOGLAlphabet$30,613,596$5,701,716 ▲22.9%161,7202.0%Computer and TechnologyTEAMAtlassian$29,375,966$2,677,180 ▲10.0%120,7001.9%Computer and TechnologyCRMSalesforce$16,549,335$16,549,335 ▲New Holding49,5001.1%Computer and TechnologySHOPShopify$7,219,807$1,361,024 ▲23.2%67,9000.5%Computer and TechnologyINTUIntuit$5,656,500$5,656,500 ▲New Holding9,0000.4%Computer and TechnologyZMZoom Video Communications$5,378,099$2,440,139 ▲83.1%65,9000.3%Computer and TechnologyAVGOBroadcom$4,801,406$3,637,569 ▼-43.1%20,7100.3%Computer and TechnologyOKTAOkta$3,707,540$13,931,840 ▼-79.0%47,0500.2%Computer and TechnologySNPSSynopsys$3,688,736$6,067,000 ▼-62.2%7,6000.2%Computer and TechnologyVRTVertiv$3,658,2420.0%32,2000.2%Computer and TechnologyKYVERNA THERAPEUTICS INC$3,414,3020.0%912,9150.2%COMSPOTSpotify Technology$2,550,0660.0%5,7000.2%Business ServicesMDBMongoDB$2,537,6290.0%10,9000.2%Computer and TechnologyZSZscaler$2,255,125$451,025 ▲25.0%12,5000.1%Computer and TechnologyAPPLOVIN CORP$1,619,150$1,619,150 ▲New Holding5,0000.1%COM CL ASERVICETITAN INC$102,870$102,870 ▲New Holding1,0000.0%SHS CL ADDOGDatadog$0$16,062,376 ▼-100.0%00.0%Computer and TechnologyAPPFAppFolio$0$12,019,760 ▼-100.0%00.0%Computer and TechnologyUBERUber Technologies$0$4,479,536 ▼-100.0%00.0%Computer and TechnologyPTCPTC$0$3,035,088 ▼-100.0%00.0%Computer and TechnologyAMDAdvanced Micro Devices$0$1,837,696 ▼-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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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