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IHG
Insight Holdings Group Portfolio holdings
AUM
$1.42B
1-Year Est. Return
41.03%
This Fund
S&P 500
1 Year Est. Return
+41.03%
AUM
$1.42B
AUM Growth
+$87.4M
(+6.5%)
Holding
39
Top Buys
| 1 | +$387M | |
| 2 | +$31.6M | |
| 3 | +$22.1M | |
| 4 |
Applied Materials
AMAT
|
+$12.6M |
| 5 |
Bloom Energy
BE
|
+$12M |
Top Sells
| 1 | +$47.5M | |
| 2 | +$14.4M | |
| 3 | +$10.4M | |
| 4 |
MongoDB
MDB
|
+$8.56M |
| 5 |
Applovin
APP
|
+$8.26M |
Sector Composition
| 1 | Healthcare | 25.97% |
| 2 | Technology | 20.9% |
| 3 | Industrials | 20.6% |
| 4 | Communication Services | 12.59% |
| 5 | Consumer Staples | 12.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HNGE
1
Hinge Health
HNGE
$4.86B
| $362M | 25.37% |
9,375,164
|
|
||
|
EQPT
2
EquipmentShare.com Inc
EQPT
$5.03B
| $276M | 19.34% |
+13,526,731
|
|
||
|
UDMY
3
DELISTED
Udemy
UDMY
| $176M | 12.33% |
38,032,260
|
|
||
4
NVIDIA
NVDA
$5.04T
| $117M | 8.2% |
669,950
+120,310
|
|
||
5
Alphabet (Google) Class A
GOOGL
$4.44T
| $82.7M | 5.8% |
287,450
+3,690
|
|
||
6
Amazon
AMZN
$2.63T
| $80.9M | 5.68% |
388,375
+34,705
|
|
||
7
TSMC
TSM
$2.22T
| $77.4M | 5.44% |
229,115
+3,890
|
|
||
8
Meta Platforms (Facebook)
META
$1.48T
| $60M | 4.21% |
104,955
+49,260
|
|
||
9
Microsoft
MSFT
$3T
| $25.6M | 1.8% |
69,275
-113,430
|
|
||
|
STUB
10
StubHub Holdings
STUB
$3.9B
| $21.4M | 1.51% |
3,437,380
|
|
||
11
Broadcom
AVGO
$1.86T
| $19.1M | 1.34% |
61,760
+1,750
|
|
||
12
Real Brokerage
REAX
$361M
| $17.4M | 1.22% |
6,968,725
|
|
||
13
Spotify
SPOT
$102B
| $15.2M | 1.07% |
31,400
+23,880
|
|
||
|
14
Applied Materials
AMAT
$396B
| $12.8M | 0.9% |
+37,355
|
|
||
15
Shopify
SHOP
$143B
| $11.2M | 0.79% |
94,660
+66,130
|
|
||
|
16
Bloom Energy
BE
$73.8B
| $11.1M | 0.78% |
+82,030
|
|
||
17
Kyverna Therapeutics
KYTX
$477M
| $8.54M | 0.6% |
989,054
|
|
||
18
Constellation Energy
CEG
$89.9B
| $7.11M | 0.5% |
25,475
+12,600
|
|
||
19
Axon Enterprise
AXON
$36.5B
| $6.79M | 0.48% |
+15,980
|
|
||
20
Cloudflare
NET
$83.5B
| $6.77M | 0.48% |
+32,800
|
|
||
21
Intel
INTC
$542B
| $5.53M | 0.39% |
125,205
+20,660
|
|
||
22
Palo Alto Networks
PANW
$212B
| $4.97M | 0.35% |
31,030
-20,675
|
|
||
23
MACOM Technology Solutions
MTSI
$27.4B
| $4.79M | 0.34% |
+21,590
|
|
||
24
Texas Instruments
TXN
$263B
| $4.38M | 0.31% |
+22,570
|
|
||
25
Lumentum
LITE
$63.9B
| $4.2M | 0.29% |
+5,970
|
|