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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 | |
|---|---|---|---|---|---|---|
26
Advanced Micro Devices
AMD
$775B
| $3.87M | 0.27% |
19,040
+2,455
|
|
||
27
Robinhood
HOOD
$75.4B
| $2.91M | 0.2% |
42,035
+320
|
|
||
28
Micron Technology
MU
$1.06T
| $223K | 0.02% |
+660
|
|
||
29
Apple
AAPL
$4.27T
| – | – |
-52,940
|
|
||
|
30
Applovin
APP
$175B
| – | – |
-12,260
|
|
||
31
AppFolio
APPF
$5.99B
| – | – |
-44,550
|
|
||
32
Celestica
CLS
$42.8B
| – | – |
-10,815
|
|
||
33
Samsara
IOT
$19.6B
| – | – |
-186,640
|
|
||
|
34
MongoDB
MDB
$27.4B
| – | – |
-20,390
|
|
||
35
Synopsys
SNPS
$89.1B
| – | – |
-15,170
|
|
||
36
Tesla
TSLA
$1.49T
| – | – |
-8,140
|
|
||
37
Visa
V
$618B
| – | – |
-20,395
|
|
||
38
Vertiv
VRT
$111B
| – | – |
-19,780
|
|
||
|
NTSK
39
Netskope Inc
NTSK
$3.64B
| – | – |
-175,000
|
|