Insight Holdings Group, LLC
CIK Number: 0001305473
1.29B
Market Value
28
# of Holdings
7 months
Avg. Holding Period
51.52%
Win Rate
7.42%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | UDMY | Udemy, Inc. | 7.04 | +1.96% | 38.03M | 0.00% | 313.01M | 19.54 | 20.25% |
| 2 | S | SentinelOne, In... | 17.58 | +1.91% | 11.43M | -52.68% | 253.64M | 42.48 | 16.41% |
| 3 | REAX | The Real Broker... | 4.01 | -2.07% | 34.13M | -1.27% | 157.02M | 3.69 | 10.16% |
| 4 | NCNO | nCino, Inc. | 26.88 | -0.41% | 4.51M | -71.81% | 151.56M | 31.8 | 9.80% |
| 5 | ETWO | E2open Parent H... | 3.22 | -0.31% | 49.83M | 0.00% | 132.55M | 9.33 | 8.57% |
| 6 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 226.43K | +37.60% | 95.44M | 360.23 | 6.17% |
| 7 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 409.9K | 0.00% | 89.93M | 123.72 | 5.82% |
| 8 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 427.1K | -21.66% | 57.36M | 53.01 | 3.71% |
| 9 | META | Meta Platforms,... | 701.33 | +2.70% | 97.24K | -27.5% | 56.93M | 284.57 | 3.68% |
| 10 | AAPL | Apple Inc. | 198.10 | +0.84% | 165.07K | -38.82% | 41.34M | 216.75 | 2.67% |
| 11 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 203.83K | +0.26% | 40.25M | 126.69 | 2.60% |
| 12 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 31.8K | +759.46% | 33.71M | 1040.84 | 2.18% |
| 13 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 161.72K | +22.89% | 30.61M | 141.82 | 1.98% |
| 14 | TEAM | Atlassian Corpo... | 200.42 | +1.83% | 120.7K | +10.03% | 29.38M | 177.18 | 1.90% |
| 15 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 49.5K | +100.00% | 16.55M | 334.33 | 1.07% |
| 16 | SHOP | Shopify Inc. | 108.28 | +2.79% | 67.9K | +23.23% | 7.22M | 79.07 | 0.47% |
| 17 | INTU | Intuit Inc. | 767.56 | +1.80% | 9K | +100.00% | 5.66M | 628.5 | 0.37% |
| 18 | ZM | Zoom Video Comm... | 77.80 | +1.53% | 65.9K | +83.06% | 5.38M | 75.13 | 0.35% |
| 19 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 20.71K | -43.1% | 4.8M | 156.42 | 0.31% |
| 20 | OKTA | Okta, Inc. | 99.16 | +1.72% | 47.05K | -78.98% | 3.71M | 78.73 | 0.24% |
| 21 | SNPS | Synopsys, Inc. | 478.94 | +0.02% | 7.6K | -62.19% | 3.69M | 540.07 | 0.24% |
| 22 | VRT | Vertiv Holdings... | 116.74 | +5.20% | 32.2K | 0.00% | 3.66M | 88.55 | 0.24% |
| 23 | KYTX | Kyverna Therape... | 3.16 | -1.86% | 912.91K | 0.00% | 3.41M | 22.52 | 0.22% |
| 24 | SPOT | Spotify Technol... | 716.07 | +0.73% | 5.7K | 0.00% | 2.55M | 266.43 | 0.17% |
| 25 | MDB | MongoDB, Inc. | 202.44 | -1.55% | 10.9K | 0.00% | 2.54M | 330.94 | 0.16% |
| 26 | ZS | Zscaler, Inc. | 304.71 | +0.92% | 12.5K | +25.00% | 2.26M | 189.73 | 0.15% |
| 27 | APP | AppLovin Corpor... | 370.93 | +1.77% | 5K | +100.00% | 1.62M | 323.83 | 0.10% |
| 28 | TTAN | ServiceTitan, I... | 106.40 | +6.20% | 1K | +100.00% | 102.87K | 102.87 | < 0.01% |