Insight Holdings Group, LLC Top Holdings and 13F Report (2021) About Insight Holdings Group, LLCInvestment ActivityInsight Holdings Group, LLC has $1.42 billion in total holdings as of September 30, 2021.Insight Holdings Group, LLC owns shares of 28 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 28.80% of the portfolio was purchased this quarter.About 8.49% of the portfolio was sold this quarter.This quarter, Insight Holdings Group, LLC has purchased 30 new stocks and bought additional shares in 12 stocks.Insight Holdings Group, LLC sold shares of 2 stocks and completely divested from 11 stocks this quarter.Largest Holdings HINGE HEALTH INC $361,506,324EQUIPMENTSHARE COM INC $275,539,510Udemy $175,709,041NVIDIA $116,839,280Alphabet $82,659,122 Largest New Holdings this Quarter 29445S100 - EQUIPMENTSHARE COM INC $275,539,510 Holding038222105 - Applied Materials $12,767,565 Holding093712107 - Bloom Energy $11,114,245 Holding05464C101 - Axon Enterprise $6,786,546 Holding18915M107 - Cloudflare $6,767,952 Holding Largest Purchases this Quarter EQUIPMENTSHARE COM INC 13,526,731 shares (about $275.54M)Meta Platforms 49,260 shares (about $28.18M)NVIDIA 120,310 shares (about $20.98M)Applied Materials 37,355 shares (about $12.77M)Spotify Technology 23,880 shares (about $11.58M) Largest Sales this Quarter Microsoft 113,430 shares (about $41.99M)Palo Alto Networks 20,675 shares (about $3.31M) 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 PortfolioSectorHINGE HEALTH INC$361,506,3240.0%9,375,16425.4%CL AEQUIPMENTSHARE COM INC$275,539,510$275,539,510 â–²New Holding13,526,73119.3%COM CL AUDMYUdemy$175,709,0410.0%38,032,26012.3%Computer and TechnologyNVDANVIDIA$116,839,280$20,982,064 â–²21.9%669,9508.2%Computer and TechnologyGOOGLAlphabet$82,659,122$1,061,096 â–²1.3%287,4505.8%Computer and TechnologyAMZNAmazon.com$80,886,861$7,228,010 â–²9.8%388,3755.7%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$77,431,544$1,314,662 â–²1.7%229,1155.4%Computer and TechnologyMETAMeta Platforms$60,047,904$28,183,124 â–²88.4%104,9554.2%Computer and TechnologyMSFTMicrosoft$25,643,527$41,988,384 â–¼-62.1%69,2751.8%Computer and TechnologySTUBHUB HLDGS INC$21,449,2510.0%3,437,3801.5%CL AAVGOBroadcom$19,115,338$541,643 â–²2.9%61,7601.3%Computer and TechnologyREAXReal Brokerage$17,421,8130.0%6,968,7251.2%Business ServicesSPOTSpotify Technology$15,226,174$11,579,651 â–²317.6%31,4001.1%Computer and TechnologyAMATApplied Materials$12,767,565$12,767,565 â–²New Holding37,3550.9%Computer and TechnologySHOPIFY INC$11,228,569$7,844,340 â–²231.8%94,6600.8%CL A SUB VTG SHSBEBloom Energy$11,114,245$11,114,245 â–²New Holding82,0300.8%EnergyKYVERNA THERAPEUTICS INC$8,535,5360.0%989,0540.6%COMCEGConstellation Energy$7,113,894$3,518,550 â–²97.9%25,4750.5%EnergyAXONAxon Enterprise$6,786,546$6,786,546 â–²New Holding15,9800.5%AerospaceNETCloudflare$6,767,952$6,767,952 â–²New Holding32,8000.5%Computer and TechnologyINTCIntel$5,525,297$911,726 â–²19.8%125,2050.4%Computer and TechnologyPANWPalo Alto Networks$4,974,730$3,314,616 â–¼-40.0%31,0300.3%Computer and TechnologyMTSIMACOM Technology Solutions$4,794,491$4,794,491 â–²New Holding21,5900.3%Computer and TechnologyTXNTexas Instruments$4,381,740$4,381,740 â–²New Holding22,5700.3%Computer and TechnologyLITELumentum$4,195,477$4,195,477 â–²New Holding5,9700.3%Computer and TechnologyAMDAdvanced Micro Devices$3,873,307$499,421 â–²14.8%19,0400.3%Computer and TechnologyHOODRobinhood Markets$2,913,026$22,176 â–²0.8%42,0350.2%FinanceMUMicron Technology$223,073$223,073 â–²New Holding6600.0%Computer and TechnologyAAPLApple$0$14,392,268 â–¼-100.0%00.0%Computer and TechnologyAPPFAppFolio$0$10,364,558 â–¼-100.0%00.0%Computer and TechnologyMDBMongoDB$0$8,557,479 â–¼-100.0%00.0%Computer and TechnologyAPPLOVIN CORP$0$8,261,033 â–¼-100.0%00.0%COM CL AVVisa$0$7,152,730 â–¼-100.0%00.0%Business ServicesSNPSSynopsys$0$7,125,652 â–¼-100.0%00.0%Computer and TechnologyIOTSamsara$0$6,616,388 â–¼-100.0%00.0%Computer and TechnologyTSLATesla$0$3,660,721 â–¼-100.0%00.0%Auto/Tires/TrucksVRTVertiv$0$3,204,558 â–¼-100.0%00.0%Computer and TechnologyCELESTICA$0$3,197,022 â–¼-100.0%00.0%COMNETSKOPE$0$3,069,500 â–¼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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