IH
| |
Insight Holdings Group, LLC13F | |
| Insight Holdings Group, LLC | |
| Last update 2025-05-15 | 25 Stocks (2 new) |
| Value $1.29 Bil | Turnover 4 % |
Insight Holdings Group, LLC Top Holdings of 2025-03-31
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| 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 | 295,130.3 | 0% | 22.860 | 0% | 25.570 | +7.21% | -20.53% | 972.7 | Education | |
S | SentinelOne Inc | 11,425,026 | 207,707.0 | 0% | 16.090 | 0% | 3.470 | -1.65% | -22.12% | 5,748.7 | Software | |
REAX | The Real Brokerage Inc | 34,134,990 | 138,588.1 | 0% | 10.730 | 0% | 16.550 | -6.37% | -12.17% | 833.0 | Real Estate | |
NCNO | Ncino Inc | 4,458,591 | 122,477.5 | -1.22% | 9.490 | -0.12% | 3.870 | +20.79% | -14.18% | 3,341.4 | Software | |
ETWO | E2open Parent Holdings Inc | 49,831,007 | 99,662.0 | 0% | 7.720 | 0% | 16.080 | +61.69% | +22.18% | 1,016.8 | Software | |
MSFT | Microsoft Corp | 225,730 | 84,736.8 | -0.31% | 6.560 | -0.02% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AMZN | Amazon.com Inc | 393,300 | 74,829.3 | -4.05% | 5.800 | -0.24% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
META | Meta Platforms Inc | 100,940 | 58,177.8 | +3.81% | 4.510 | +0.17% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
NVDA | NVIDIA Corp | 511,400 | 55,425.5 | +19.74% | 4.290 | +0.71% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 216,330 | 35,910.8 | +6.13% | 2.780 | +0.16% | 0.000 | +47.19% | +17.53% | 1,194,974.2 | Semiconductors |
Insight Holdings Group, LLC's Historical Top Holdings Breakdowns
Insight Holdings Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 2025-03-31 | Sold Out Sold Out | -1.98% | 154.33 ($181.36) 206.38 | $180.19 | -0.65% | Sold Out | 0 | -161,720 | |
SNPS | Synopsys Inc | 2025-03-31 | Add Add | +1.86% | 428.58 ($485.8) 551.54 | $559.28 | 15.13% | Add 735.53% | 63,500 | 55,900 | |
NOW | ServiceNow Inc | 2025-03-31 | Reduce Reduce | -1.71% | 783.83 ($963.73) 1170.39 | $938.78 | -2.59% | Reduce -78.3% | 6,900 | -24,900 | |
CRM | Salesforce Inc | 2025-03-31 | Sold Out Sold Out | -1.07% | 268.36 ($311.03) 359.95 | $258.07 | -17.03% | Sold Out | 0 | -49,500 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.85% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -31.93% | 112,370 | -52,700 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.71% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Add 19.74% | 511,400 | 84,300 | |
TEAM | Atlassian Corp | 2025-03-31 | Reduce Reduce | -0.58% | 208 ($263.86) 322.94 | $187.01 | -29.13% | Reduce -30.65% | 83,700 | -37,000 | |
SHOP | Shopify Inc | 2025-03-31 | Sold Out Sold Out | -0.47% | 90.59 ($108.97) 129.31 | $112.11 | 2.88% | Sold Out | 0 | -67,900 | |
WDAY | Workday Inc | 2025-03-31 | New Buy New Buy | +0.30% | 233.53 ($255.22) 277.82 | $223.37 | -12.48% | New holding | 16,500 | 16,500 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.24% | 190.26 ($217) 242.06 | $225.02 | 3.70% | Reduce -4.05% | 393,300 | -16,600 |
Insight Holdings Group, LLC Total Holding History ($B)
Insight Holdings Group, LLC's Asset Allocation
Insight Holdings Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Insight Holdings Group, LLC's Hypothetical Growth since 2025-03-31
Insight Holdings Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Insight Holdings Group, LLC's Holdings Heat Map
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Insight Holdings Group, LLC's Holdings Bubble Chart
Insight Holdings Group, LLC News
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