Insight Holdings Group, LLC Portfolio Holdings by Sector
Insight Holdings Group, LLC
- $3.56 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
NCNO ETWO WKME CRM APPF DDOG WDAY PTC 9 stocks |
$1.98 Million
55.8% of portfolio
|
  1  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
S MSFT OKTA FTNT MDB ZS SQ 7 stocks |
$754,344
21.21% of portfolio
|
  4  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
UDMY 1 stocks |
$417,594
11.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL SPOT 3 stocks |
$113,758
3.2% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
REAX 1 stocks |
$107,869
3.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN DIBS 2 stocks |
$97,556
2.74% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA TSM AMD AVGO 4 stocks |
$77,653
2.18% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$1,649
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$1,331
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|