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Latest Insight Holdings Group, LLC Stock Portfolio

$2.89Billion– No. of Holdings #30

Insight Holdings Group, LLC Performance:
2024 Q2: -10.11%YTD: -10.71%2023: 22.97%

Performance for 2024 Q2 is -10.11%, and YTD is -10.71%, and 2023 is 22.97%.

About Insight Holdings Group, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Insight Holdings Group, LLC reported an equity portfolio of $2.9 Billions as of 30 Jun, 2024.

The top stock holdings of Insight Holdings Group, LLC are NCNO, S, . The fund has invested 27.3% of it's portfolio in NCINO INC and 17.6% of portfolio in SENTINELONE INC.

The fund managers got completely rid off 1STDIBS COM INC (DIBS), FORTINET INC (FTNT) and WORKDAY INC (WDAY) stocks. They significantly reduced their stock positions in SALESFORCE INC (CRM), NCINO INC (NCNO) and SENTINELONE INC (S). Insight Holdings Group, LLC opened new stock positions in APPLE INC (AAPL), RUBRIK INC. and SYNOPSYS INC (SNPS). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), MONGODB INC (MDB) and ATLASSIAN CORPORATION (TEAM).
Insight Holdings Group, LLC Equity Portfolio Value
Last Reported on: 13 Aug, 2024

Insight Holdings Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Insight Holdings Group, LLC made a return of -10.11% in the last quarter. In trailing 12 months, it's portfolio return was 4.57%.

New Buys

Ticker$ Bought
apple inc56,825,300
rubrik inc.15,330,000
synopsys inc4,224,930
shopify inc1,737,120

New stocks bought by Insight Holdings Group, LLC

Additions

Ticker% Inc.
broadcom inc250
mongodb inc70.31
atlassian corporation43.54
zscaler inc37.31
applied matls inc20.00
advanced micro devices inc20.00
ptc inc19.84
vertiv holdings co19.63

Additions to existing portfolio by Insight Holdings Group, LLC

Reductions

Ticker% Reduced
salesforce inc-86.77
ncino inc-36.06
sentinelone inc-12.66

Insight Holdings Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
1stdibs com inc-25,116,000
fortinet inc-16,332,900
workday inc-13,446,600
procore technologies inc-3,952,380
block inc-1,285,620

Insight Holdings Group, LLC got rid off the above stocks

Sector Distribution

Insight Holdings Group, LLC has about 62.7% of it's holdings in Technology sector.

Sector%
Technology62.7
Others18.7
Consumer Defensive11.4
Communication Services4.4
Consumer Cyclical2.7

Market Cap. Distribution

Insight Holdings Group, LLC has about 16.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MID-CAP45.6
SMALL-CAP19.1
UNALLOCATED18.9
MEGA-CAP14.4
LARGE-CAP2

Stocks belong to which Index?

About 34.7% of the stocks held by Insight Holdings Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others65.3
RUSSELL 200019.9
S&P 50014.8
Top 5 Winners (%)%
GOOG
alphabet inc
20.0 %
AVGO
broadcom inc
19.9 %
AMAT
applied matls inc
14.0 %
AAPL
apple inc
12.8 %
AMZN
amazon com inc
7.1 %
Top 5 Winners ($)$
GOOG
alphabet inc
8.6 M
AAPL
apple inc
6.5 M
AMZN
amazon com inc
5.2 M
MSFT
microsoft corp
4.4 M
META
meta platforms inc
2.7 M
Top 5 Losers (%)%
MDB
mongodb inc
-29.7 %
UDMY
udemy inc
-21.4 %
NCNO
ncino inc
-16.4 %
CRM
salesforce inc
-10.5 %
S
sentinelone inc
-9.7 %
Top 5 Losers ($)$
NCNO
ncino inc
-240.0 M
UDMY
udemy inc
-89.4 M
S
sentinelone inc
-62.2 M
CRM
salesforce inc
-3.3 M
OKTA
okta inc
-2.2 M

Insight Holdings Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Insight Holdings Group, LLC

Insight Holdings Group, LLC has 30 stocks in it's portfolio. About 90.9% of the portfolio is in top 10 stocks. NCNO proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Insight Holdings Group, LLC last quarter.

Last Reported on: 13 Aug, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions