IH

Insight Holdings Group, LLC

13F
Insight Holdings Group, LLC
Last update 2025-02-16 28 Stocks (4 new)
Value $1.55 Bil Turnover 6 %
Countries:
Top Holdings: UDMY(20.25%)S(16.41%)REAX(10.16%)NCNO(9.80%)ETWO(8.57%)
Summary Stock Picks Current Portfolio
Insight Holdings Group, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UDMY 		Udemy Inc
38,032,260
313,005.5
0%
20.250
0%
26.070
-7.69%
-15.43%
1,028.3
Education
S 		SentinelOne Inc
11,425,026
253,635.6
-52.68%
16.410
-13.22%
3.560
-20.47%
-17.03%
6,072.3
Software
REAX 		The Real Brokerage Inc
34,134,990
157,021.0
-1.27%
10.160
-0.11%
17.110
-3.77%
-0.22%
936.2
Real Estate
NCNO 		Ncino Inc
4,513,467
151,562.2
-71.81%
9.800
-15.79%
3.900
-29.26%
-31.39%
2,683.0
Software
ETWO 		E2open Parent Holdings Inc
49,831,007
132,550.5
0%
8.570
0%
16.110
-20.74%
-19.55%
662.0
Software
MSFT 		Microsoft Corp
226,430
95,440.3
+37.60%
6.170
+1.69%
0.000
-11.58%
-6.85%
2,913,005.9
Software
AMZN 		Amazon.com Inc
409,900
89,928.0
0%
5.820
0%
0.000
-19.53%
-13.86%
2,005,630.7
Retail - Cyclical
NVDA 		NVIDIA Corp
427,100
57,355.3
-21.66%
3.710
-0.62%
0.000
-22.16%
-17.33%
2,708,644.0
Semiconductors
META 		Meta Platforms Inc
97,240
56,935.0
-27.50%
3.680
-0.92%
0.000
-15.40%
-6.45%
1,381,555.5
Interactive Media
AAPL 		Apple Inc
165,070
41,336.8
-38.82%
2.670
-1.06%
0.000
-5.96%
-16.34%
3,143,819.4
Hardware

Insight Holdings Group, LLC's Historical Top Holdings Breakdowns

Insight Holdings Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NCNO 		Ncino Inc2024-12-31Reduce
-15.79%
●
30.14 ($37.33) 42.64
$23.04
-38.28%
Reduce -71.81%
4,513,467
-11,500,000
S 		SentinelOne Inc2024-12-31Reduce
-13.22%
●
22.05 ($25.56) 28.68
$18.42
-27.93%
Reduce -52.68%
11,425,026
-12,721,204
NOW 		ServiceNow Inc2024-12-31Add
+1.93%
●
880.41 ($1015.19) 1148.42
$945.26
-6.89%
Add 759.46%
31,800
28,100
MSFT 		Microsoft Corp2024-12-31Add
+1.69%
●
406.35 ($426.03) 454.46
$391.85
-8.02%
Add 37.6%
226,430
61,870
CRM 		Salesforce Inc2024-12-31New Buy
+1.07%
●
279.48 ($319.91) 367.87
$267.85
-16.27%
New holding
49,500
49,500
AAPL 		Apple Inc2024-12-31Reduce
-1.06%
●
221.69 ($235.83) 259.02
$209.28
-11.26%
Reduce -38.82%
165,070
-104,730
META 		Meta Platforms Inc2024-12-31Reduce
-0.92%
●
554.08 ($587.14) 632.68
$547.27
-6.79%
Reduce -27.5%
97,240
-36,890
DDOG 		Datadog Inc2024-12-31Sold Out
-0.70%
●
116.22 ($137.72) 168.65
$101.52
-26.29%
Sold Out
0
-139,600
NVDA 		NVIDIA Corp2024-12-31Reduce
-0.62%
●
118.85 ($138.16) 148.88
$111.01
-19.65%
Reduce -21.66%
427,100
-118,100
OKTA 		Okta Inc2024-12-31Reduce
-0.57%
●
71.81 ($77.6) 86.11
$103.38
33.22%
Reduce -78.98%
47,050
-176,800

Insight Holdings Group, LLC Total Holding History ($B)

To

Insight Holdings Group, LLC's Asset Allocation

To

Insight Holdings Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Insight Holdings Group, LLC's Hypothetical Growth since 2024-12-31

Insight Holdings Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Insight Holdings Group, LLC's Holdings Heat Map

Size field:

Insight Holdings Group, LLC's Holdings Bubble Chart

Insight Holdings Group, LLC News

  • 1

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