IHG
Insight Holdings Group Portfolio holdings
AUM
$2.39B
This Quarter Return
-10.3%
1 Year Return
+56.54%
3 Year Return
+164.75%
5 Year Return
+68.68%
10 Year Return
+581.89%
AUM
$10.7B
AUM Growth
+$10.7B
(-2.1%)
Cap. Flow
+$945M
Cap. Flow
% of AUM
8.83%
Top 10 Holdings %
Top 10 Hldgs %
96.21%
Holding
27
New
7
Increased
5
Reduced
2
Closed
4
Top Buys
| 1 |
Udemy
UDMY
|
$821M |
| 2 |
USER
UserTesting, Inc.
USER
|
$189M |
| 3 |
Real Brokerage
REAX
|
$159M |
| 4 |
WE
WeWork Inc.
WE
|
$108M |
| 5 |
NXDR
Nextdoor Holdings
NXDR
|
$42.2M |
Top Sells
| 1 |
monday.com
MNDY
|
$390M |
| 2 |
Twilio
TWLO
|
$21.1M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$16.2M |
| 4 |
Shopify
SHOP
|
$7.32M |
| 5 |
Toast
TOST
|
$999K |
Sector Composition
| 1 | Technology | 88.33% |
| 2 | Consumer Staples | 7.67% |
| 3 | Real Estate | 2.49% |
| 4 | Communication Services | 0.92% |
| 5 | Consumer Discretionary | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Toast
TOST
$26.3B
| – | – |
-20,000
| Closed | -$999K |
|
|
27
Twilio
TWLO
$16.2B
| – | – |
-66,100
| Closed | -$21.1M |
|