Insight Holdings Group, LLC Portfolio Holdings by Sector

Insight Holdings Group, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology NCNO ETWO DDOG APPF UBER SHOP NOW PTC 9 stocks	$770,961 33.84% of portfolio	5	3	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology S MSFT OKTA SNPS MDB ZS 6 stocks	$679,841 29.84% of portfolio	2	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UDMY 1 stocks	$282,960 12.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate REAX 1 stocks	$191,884 8.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM AVGO AMD 4 stocks	$109,626 4.81% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL SPOT 3 stocks	$100,706 4.42% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$76,376 3.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$62,836 2.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$2,790 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts

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