Insight Holdings Group, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
1114 AVENUE OF THE AMERICAS, 36TH FLOOR NEW YORK, NY 10036
As of the latest 13F report, the guru’s equity portfolio contained 23 stocks valued at a total of $4.77Bil. The top holdings were MNDY(35.09%), NCNO(21.68%), and S(10.60%).
According to GuruFocus data, these were Insight Holdings Group, LLC’s top five trades of the quarter.
Ncino Inc
During the quarter, Insight Holdings Group, LLC bought 7,912,118 shares of NAS:NCNO for a total holding of 39,123,014. The trade had a 4.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $28.14.
On 02/15/2023, Ncino Inc traded for a price of $29.33 per share and a market cap of $3.26Bil. The stock has returned -36.84% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 2 out of 10.
In terms of valuation, Ncino Inc has a price-book ratio of 3.15, a EV-to-Ebitda ratio of -40.47 and a price-sales ratio of 8.24.
Monday.Com Ltd
During the quarter, Insight Holdings Group, LLC bought 772,450 shares of NAS:MNDY for a total holding of 13,721,287. The trade had a 1.98% impact on the equity portfolio. During the quarter, the stock traded for an average price of $104.02.
On 02/15/2023, Monday.Com Ltd traded for a price of $163.98 per share and a market cap of $7.39Bil. The stock has returned -27.63% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10. There is insufficient data to calculate the stock’s profitability rating.
In terms of valuation, Monday.Com Ltd has a price-book ratio of 11.35, a EV-to-Ebitda ratio of -40.09 and a price-sales ratio of 15.88.
CrowdStrike Holdings Inc
The guru sold out of their 116,500-share investment in NAS:CRWD. Previously, the stock had a 0.39% weight in the equity portfolio. Shares traded for an average price of $136.88 during the quarter.
On 02/15/2023, CrowdStrike Holdings Inc traded for a price of $116.31 per share and a market cap of $27.26Bil. The stock has returned -35.60% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, CrowdStrike Holdings Inc has a price-book ratio of 20.73, a EV-to-Ebitda ratio of -746.17 and a price-sales ratio of 12.83.
The price-to-GF Value ratio is 0.34, earning the stock a GF Value rank of 2.
Okta Inc
The guru established a new position worth 225,000 shares in NAS:OKTA, giving the stock a 0.32% weight in the equity portfolio. Shares traded for an average price of $57.1 during the quarter.
On 02/15/2023, Okta Inc traded for a price of $77.28 per share and a market cap of $12.38Bil. The stock has returned -59.20% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, Okta Inc has a price-book ratio of 2.29, a EV-to-Ebitda ratio of -16.25 and a price-sales ratio of 7.02.
The price-to-GF Value ratio is 0.21, earning the stock a GF Value rank of 2.
Snowflake Inc
The guru sold out of their 70,200-share investment in NYSE:SNOW. Previously, the stock had a 0.24% weight in the equity portfolio. Shares traded for an average price of $152.57 during the quarter.
On 02/15/2023, Snowflake Inc traded for a price of $171.02 per share and a market cap of $55.00Bil. The stock has returned -41.26% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 2 out of 10.
In terms of valuation, Snowflake Inc has a price-book ratio of 10.16, a EV-to-Ebitda ratio of -68.67 and a price-sales ratio of 29.06.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!
This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.
