Insight Holdings Group, LLC Portfolio Holdings by Sector

Insight Holdings Group, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology S MSFT MDB SNPS ZS OKTA CYBR HOOD 8 stocks	$363,856 25.11% of portfolio	4	1	2	-	0 Calls 0 Puts
Software—Application \| Technology ETWO NCNO APPF NOW INTU APP 6 stocks	$345,336 23.83% of portfolio	3	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UDMY 1 stocks	$267,366 18.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM AVGO 3 stocks	$151,252 10.44% of portfolio	2	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate REAX 1 stocks	$137,111 9.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$98,813 6.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META SPOT 2 stocks	$68,294 4.71% of portfolio	1	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$11,784 0.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$5,432 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts

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