IH

Insight Holdings Group, LLC

13F
Insight Holdings Group, LLC
Last update 2024-10-22 30 Stocks (4 new)
Value $2.88 Bil Turnover 3 %
Countries:
Top Holdings: NCNO(27.27%)S(17.62%)WKME(11.74%)UDMY(11.38%)ETWO(7.76%)
Portfolio Report
Summary Stock Picks Current Portfolio
Insight Holdings Group, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NCNO 		Ncino Inc
25,013,467
786673.540
-36.06%
27.270
-14.73%
21.740
+13.86%
+13.56%
4413.218
Software
S 		SentinelOne Inc
24,146,230
508278.140
-12.66%
17.620
-2.28%
7.720
+13.24%
-4.92%
8276.382
Software
WKME 		WalkMe Ltd
24,253,823
338825.910
0%
11.740
0%
25.830
+1.53%
+30.74%
1309.938
Software
UDMY 		Udemy Inc
38,032,260
328218.400
0%
11.380
0%
25.290
-8.12%
-43.92%
1241.993
Education
ETWO 		E2open Parent Holdings Inc
49,831,007
223741.220
0%
7.760
0%
16.180
-33.97%
-29.61%
954.883
Software
REAX 		The Real Brokerage Inc
34,573,696
140369.210
0%
4.870
0%
17.690
-7.23%
+236.88%
1065.892
Real Estate
AMZN 		Amazon.com Inc
409,900
79213.180
+2.07%
2.750
+0.06%
0.000
+3.23%
+23.99%
1977259.845
Retail - Cyclical
MSFT 		Microsoft Corp
167,460
74846.250
+4.39%
2.590
+0.11%
0.000
+0.52%
+14.09%
3172348.353
Software
META 		Meta Platforms Inc
146,730
73984.200
+0.09%
2.560
0%
0.010
+24.27%
+63.83%
1462638.854
Interactive Media
NVDA 		NVIDIA Corp
546,000
67452.840
+4.00%
2.340
+0.09%
0.000
+24.30%
+183.81%
3446955.600
Semiconductors

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 Inc2024-06-30Reduce
-14.73%
●
29.16 ($31.26) 35.35
$38.19
22.17%
Reduce -36.06%
25,013,467
-14,109,547
S 		SentinelOne Inc2024-06-30Reduce
-2.28%
●
16.83 ($20.52) 23.01
$26.09
27.14%
Reduce -12.66%
24,146,230
-3,500,000
AAPL 		Apple Inc2024-06-30New Buy
+1.97%
●
165 ($186.49) 216.67
$233.40
25.15%
New holding
269,800
269,800
CRM 		Salesforce Inc2024-06-30Reduce
-0.75%
●
218.01 ($267.58) 304.74
$293.77
9.79%
Reduce -86.77%
13,630
-89,370
DIBS 		1stdibs.com Inc2024-06-30Sold Out
-0.70%
●
4.4 ($5.46) 6.07
$4.24
-22.44%
Sold Out
0
-4,214,102
RBRK 		Rubrik Inc2024-06-30New Buy
+0.53%
●
28.65 ($32.88) 38
$40.58
23.42%
New holding
500,000
500,000
FTNT 		Fortinet Inc2024-06-30Sold Out
-0.46%
●
57.94 ($62.18) 71.32
$80.75
29.87%
Sold Out
0
-239,100
WDAY 		Workday Inc2024-06-30Sold Out
-0.38%
●
207.08 ($240.75) 272.44
$234.95
-2.41%
Sold Out
0
-49,300
SNPS 		Synopsys Inc2024-06-30New Buy
+0.15%
●
510.71 ($565.46) 620.31
$496.18
-12.25%
New holding
7,100
7,100
AVGO 		Broadcom Inc2024-06-30Add
+0.14%
●
120.47 ($140.14) 182.89
$172.04
22.76%
Add 250%
35,000
2,500

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 2024-06-30

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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