Insight Holdings Group, LLC Portfolio Holdings by Sector
Insight Holdings Group, LLC
- $1.27 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Infrastructure | Technology
S MSFT SNPS OKTA MDB ZS IOT 7 stocks |
$334,831
26.33% of portfolio
|
  4  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
UDMY 1 stocks |
$295,130
23.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
NCNO ETWO INTU NOW ZM WDAY APP 7 stocks |
$246,107
19.35% of portfolio
|
  3  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
REAX 1 stocks |
$138,588
10.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TSM AVGO 3 stocks |
$95,807
7.53% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$74,829
5.88% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META SPOT 2 stocks |
$61,312
4.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$24,960
1.96% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|