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Insight Holdings Group, LLC Top Holdings and 13F Report (2021)

About Insight Holdings Group, LLC

Investment Activity

  • Insight Holdings Group, LLC has $2.39 billion in total holdings as of September 30, 2021.
  • Insight Holdings Group, LLC owns shares of 28 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 43.34% of the portfolio was purchased this quarter.
  • About 4.16% of the portfolio was sold this quarter.
  • This quarter, Insight Holdings Group, LLC has purchased 25 new stocks and bought additional shares in 8 stocks.
  • Insight Holdings Group, LLC sold shares of 4 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

HINGE HEALTH INC
$570,782,007
COREWEAVE INC
$363,514,224
Udemy
$267,366,788
SentinelOne
$208,849,475
E2open Parent
$160,954,153

Largest New Holdings this Quarter

433313103 - HINGE HEALTH INC
$570,782,007 Holding
21873s108 - COREWEAVE INC
$363,514,224 Holding
03783C100 - AppFolio
$35,140,728 Holding
64110L106 - Netflix
$11,784,344 Holding
92826C839 - Visa
$5,432,265 Holding

Largest Purchases this Quarter

HINGE HEALTH INC
11,029,604 shares (about $570.78M)
COREWEAVE INC
2,229,328 shares (about $363.51M)
AppFolio
152,600 shares (about $35.14M)
Amazon.com
57,100 shares (about $12.53M)
Netflix
8,800 shares (about $11.78M)

Largest Sales this Quarter

Synopsys
45,000 shares (about $23.07M)
Real Brokerage
3,733,395 shares (about $16.84M)
Atlassian
59,300 shares (about $12.04M)
Meta Platforms
16,000 shares (about $11.81M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsight Holdings Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
HINGE HEALTH INC
$570,782,007$570,782,007 New Holding11,029,60423.9%CL A
COREWEAVE INC
$363,514,224$363,514,224 New Holding2,229,32815.2%COM CL A
Udemy, Inc. stock logo
UDMY
Udemy
$267,366,7880.0%38,032,26011.2%Computer and Technology
SentinelOne, Inc. stock logo
S
SentinelOne
$208,849,4750.0%11,425,0268.7%Computer and Technology
E2open Parent Holdings, Inc. stock logo
ETWO
E2open Parent
$160,954,1530.0%49,831,0076.7%Computer and Technology
The Real Brokerage Inc. stock logo
REAX
Real Brokerage
$137,111,193$16,837,611 -10.9%30,401,5955.7%Business Services
nCino Inc. stock logo
NCNO
nCino
$124,706,7900.0%4,458,5915.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$113,623,366$1,343,007 1.2%228,4304.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$98,813,256$12,527,169 14.5%450,4004.1%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$80,796,0860.0%511,4003.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$62,693,365$11,809,440 -15.9%84,9402.6%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$55,927,176$6,930,594 14.1%246,9302.3%Computer and Technology
AppFolio, Inc. stock logo
APPF
AppFolio
$35,140,728$35,140,728 New Holding152,6001.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$14,529,512$7,166,900 97.3%52,7100.6%Computer and Technology
MongoDB, Inc. stock logo
MDB
MongoDB
$12,809,390$7,559,640 144.0%61,0000.5%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$11,784,344$11,784,344 New Holding8,8000.5%Consumer Discretionary
ServiceNow, Inc. stock logo
NOW
ServiceNow
$10,692,032$3,598,280 50.7%10,4000.4%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$9,484,580$23,070,600 -70.9%18,5000.4%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$8,978,982$1,181,445 15.2%11,4000.4%Computer and Technology
Zscaler, Inc. stock logo
ZS
Zscaler
$6,121,8300.0%19,5000.3%Computer and Technology
Spotify Technology stock logo
SPOT
Spotify Technology
$5,601,582$1,227,744 28.1%7,3000.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$5,432,265$5,432,265 New Holding15,3000.2%Business Services
Atlassian Corporation PLC stock logo
TEAM
Atlassian
$4,955,396$12,043,237 -70.8%24,4000.2%Computer and Technology
APPLOVIN CORP
$4,866,1120.0%13,9000.2%COM CL A
Okta, Inc. stock logo
OKTA
Okta
$4,703,5890.0%47,0500.2%Computer and Technology
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$4,475,680$4,475,680 New Holding11,0000.2%Computer and Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$3,792,015$3,792,015 New Holding40,5000.2%Finance
KYVERNA THERAPEUTICS INC
$3,036,3960.0%989,0540.1%COM
Apple Inc. stock logo
AAPL
Apple
$0$24,960,748 -100.0%00.0%Computer and Technology
Zoom Communications, Inc. stock logo
ZM
Zoom Communications
$0$4,861,443 -100.0%00.0%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$0$3,853,245 -100.0%00.0%Computer and Technology
Samsara Inc. stock logo
IOT
Samsara
$0$1,954,830 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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