IHG
Insight Holdings Group Portfolio holdings
AUM
$1.62B
1-Year Est. Return
51.83%
1 Year Est. Return
+51.83%
AUM
$1.62B
AUM Growth
-$771M
(-32%)
Holding
35
Top Buys
| 1 | +$57.9M | |
| 2 | +$21.1M | |
| 3 | +$9.79M | |
| 4 |
Samsara
IOT
|
+$7.72M |
| 5 |
Palo Alto Networks
PANW
|
+$5.29M |
Top Sells
| 1 | +$364M | |
| 2 | +$161M | |
| 3 | +$125M | |
| 4 |
Real Brokerage
REAX
|
+$95.2M |
| 5 |
SentinelOne
S
|
+$52.8M |
Sector Composition
| 1 | Healthcare | 33.78% |
| 2 | Technology | 32.46% |
| 3 | Consumer Staples | 16.46% |
| 4 | Communication Services | 9.79% |
| 5 | Consumer Discretionary | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Atlassian
TEAM
$42.5B
| $3.9M | 0.24% |
24,400
|
|
||
27
Cloudflare
NET
$72.3B
| $2.58M | 0.16% |
+12,000
|
|
||
28
CyberArk
CYBR
$23.8B
| – | – |
-11,000
|
|
||
|
ETWO
29
DELISTED
E2open Parent Holdings
ETWO
| – | – |
-49,831,007
|
|
||
30
nCino
NCNO
$2.77B
| – | – |
-4,458,591
|
|
||
31
Netflix
NFLX
$407B
| – | – |
-88,000
|
|
||
32
ServiceNow
NOW
$178B
| – | – |
-10,400
|
|
||
33
Okta
OKTA
$15.6B
| – | – |
-47,050
|
|
||
34
Zscaler
ZS
$39.6B
| – | – |
-19,500
|
|
||
|
CRWV
35
CoreWeave Inc
CRWV
$42.2B
| – | – |
-2,229,328
|
|