Insight Holdings Group, LLC Top Holdings and 13F Report (2021) About Insight Holdings Group, LLCInvestment ActivityInsight Holdings Group, LLC has $1.32 billion in total holdings as of September 30, 2021.Insight Holdings Group, LLC owns shares of 30 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 27.44% of the portfolio was purchased this quarter.About 47.35% of the portfolio was sold this quarter.This quarter, Insight Holdings Group, LLC has purchased 28 new stocks and bought additional shares in 11 stocks.Insight Holdings Group, LLC sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings EQUIPMENTSHARE COM INC $265,935,531HAWKEYE 360 INC $183,356,456NVIDIA $128,725,901Taiwan Semiconductor Manufacturing $112,059,413Amazon.com $96,505,058 Largest New Holdings this Quarter 420201105 - HAWKEYE 360 INC $183,356,456 Holding22266M104 - Coursera $50,435,706 Holding037833100 - Apple $37,920,628 Holding84615Q103 - SPACE EXPLORATION TECH $25,629,000 Holding512807306 - LAM RESEARCH CORP $11,019,582 Holding Largest Purchases this Quarter HAWKEYE 360 INC 9,068,074 shares (about $183.36M)Coursera 8,942,501 shares (about $50.44M)Apple 131,050 shares (about $37.92M)SPACE EXPLORATION TECH 150,000 shares (about $25.63M)Micron Technology 15,525 shares (about $17.92M) Largest Sales this Quarter Intel 79,600 shares (about $11.11M)Alphabet 26,920 shares (about $9.62M)Broadcom 22,355 shares (about $8.44M)Meta Platforms 11,940 shares (about $6.73M)NVIDIA 26,610 shares (about $5.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofInsight Holdings Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEQUIPMENTSHARE COM INC$265,935,5310.0%13,526,73120.2%COM CL AHAWKEYE 360 INC$183,356,456$183,356,456 â–²New Holding9,068,07413.9%COM SHSNVDANVIDIA$128,725,901$5,324,395 â–¼-4.0%643,3409.8%TechnologyTSMTaiwan Semiconductor Manufacturing$112,059,413$2,640,962 â–²2.4%234,6458.5%TechnologyAMZNAmazon.com$96,505,058$3,939,760 â–²4.3%404,9057.3%Consumer DiscretionaryGOOGLAlphabet$93,105,606$9,620,400 â–¼-9.4%260,5307.1%Communication ServicesMETAMeta Platforms$52,394,419$6,725,683 â–¼-11.4%93,0154.0%Communication ServicesCOURCoursera$50,435,706$50,435,706 â–²New Holding8,942,5013.8%Consumer DiscretionarySTUBHUB$44,239,0810.0%3,437,3803.4%CL AAAPLApple$37,920,628$37,920,628 â–²New Holding131,0502.9%TechnologyBEBloom Energy$26,554,358$1,723,877 â–²6.9%87,7252.0%IndustrialsSPACE EXPLORATION TECH$25,629,000$25,629,000 â–²New Holding150,0001.9%CLASS A COM STKAMATApplied Materials$22,843,185$4,164,480 â–¼-15.4%31,5951.7%TechnologyMUMicron Technology$18,682,184$17,920,353 â–²2,352.3%16,1851.4%TechnologySHOPIFY INC$17,519,779$6,711,500 â–²62.1%153,4401.3%CL A SUB VTG SHSAVGOBroadcom$14,885,239$8,444,601 â–¼-36.2%39,4051.1%TechnologyREAXReal Brokerage$12,683,0800.0%6,968,7251.0%Real EstateAMDAdvanced Micro Devices$11,833,137$772,610 â–²7.0%20,3700.9%TechnologyLAM RESEARCH CORP$11,019,582$11,019,582 â–²New Holding25,4300.8%COM NEWSPOTSpotify Technology$9,992,964$4,423,717 â–¼-30.7%21,7650.8%Communication ServicesPANWPalo Alto Networks$9,901,516$680,335 â–¼-6.4%29,0350.8%TechnologyTXNTexas Instruments$9,812,464$3,085,024 â–²45.9%32,9200.7%TechnologyAXONAxon Enterprise$8,983,775$25,227 â–²0.3%16,0250.7%IndustrialsKYVERNA THERAPEUTICS INC$8,812,4710.0%989,0540.7%COMMTSIMACOM Technology Solutions$8,778,940$566,751 â–²6.9%23,0800.7%TechnologyLITELumentum$8,048,603$2,925,985 â–²57.1%9,3800.6%TechnologySTXSeagate Technology$7,864,750$7,864,750 â–²New Holding8,1500.6%TechnologyCEGConstellation Energy$6,766,841$439,615 â–²6.9%27,2450.5%UtilitiesINTCIntel$6,367,826$11,114,548 â–¼-63.6%45,6050.5%TechnologyQUANTINUUM INC$4,087,000$4,087,000 â–²New Holding50,0000.3%CL A COMHINGE HEALTH INC$0$361,506,324 â–¼-100.0%00.0%CL AUDMYUdemy$0$175,709,041 â–¼-100.0%00.0%TechnologyMSFTMicrosoft$0$25,643,527 â–¼-100.0%00.0%TechnologyNETCloudflare$0$6,767,952 â–¼-100.0%00.0%TechnologyHOODRobinhood Markets$0$2,913,026 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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