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IHG

Insight Holdings Group Portfolio holdings

AUM $1.32B
1-Year Est. Return 1.62%
This Fund
S&P 500
This Quarter Est. Return
-12.88%
1 Year Est. Return
-1.62%
3 Year Est. Return
+111.5%
5 Year Est. Return
+51.81%
10 Year Est. Return
+412.28%
AUM
$1.29B
AUM Growth
-$255M
Cap. Flow
-$50.6M
Cap. Flow %
-3.92%
Top 10 Hldgs %
90.82%
Holding
30
New
2
Increased
10
Reduced
6
Closed
5

Top Buys

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$27.2M
2
NVDA icon
NVIDIA
NVDA
+$10.7M
3
WDAY icon
Workday
WDAY
+$4.21M
4
MDB icon
MongoDB
MDB
+$3.44M
5
APP icon
Applovin
APP
+$3.07M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$30.6M
2
NOW icon
ServiceNow
NOW
+$24M
3
CRM icon
Salesforce
CRM
+$16.5M
4
AAPL icon
Apple
AAPL
+$12.2M
5
TEAM icon
Atlassian
TEAM
+$9.76M

Sector Composition

Rank Sector Weight
1 Technology 55.43%
2 Consumer Staples 22.86%
3 Real Estate 10.73%
4 Consumer Discretionary 5.8%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
26
Salesforce
CRM
$205B
– –
-49,500
Closed -$16.5M
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.14T
– –
-161,720
Closed -$30.6M
SHOP icon
28
Shopify
SHOP
$173B
– –
-67,900
Closed -$7.22M
VRT icon
29
Vertiv
VRT
$112B
– –
-32,200
Closed -$3.66M
TTAN
30
ServiceTitan Inc
TTAN
$7.88B
– –
-1,000
Closed -$103K
1
2

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Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.32B AUM 16.44% 1-Year Est. Return
RCM
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BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
SCM
Sone Capital Management New York $1.31B AUM 11.9% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Insight Holdings Group's Q1 2025 Portfolio in Review

As of Q1 2025, Insight Holdings Group held 30 positions worth $1.29B, down 16% from $1.55B the previous quarter. Its ten largest holdings account for 91% of the portfolio.

Insight Holdings Group withdrew a net $50.6M in Q1 2025, closing 5 positions and reducing 6 holdings. Its most notable exit was Alphabet (Google) Class A, an estimated $30.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 55% of assets, down from 57% a quarter earlier, followed by Consumer Staples and Real Estate.

Against the trend, Insight Holdings Group opened a new position in Workday worth $3.85M.

  • Insight Holdings Group's largest Q1 2025 buy was Workday: 16,500 shares worth $3.85M.
  • Insight Holdings Group added most to Synopsys in Q1 2025, an estimated $27.2M increase.
  • Insight Holdings Group's biggest Q1 2025 reduction was ServiceNow, cutting an estimated $24M.
  • Insight Holdings Group fully exited Alphabet (Google) Class A in Q1 2025, selling an estimated $30.6M.
  • Insight Holdings Group's ten largest holdings make up 91% of its $1.29B portfolio in Q1 2025.
  • Insight Holdings Group opened 2 new positions and closed 5 in Q1 2025.
  • Insight Holdings Group's portfolio value fell 16% quarter-over-quarter to $1.29B.

Based on Insight Holdings Group's 13F filing for Q1 2025, filed 15 May 2025.