IHG
Insight Holdings Group Portfolio holdings
AUM
$2.39B
This Quarter Return
+21.34%
1 Year Return
+56.54%
3 Year Return
+164.75%
5 Year Return
+68.68%
10 Year Return
+581.89%
AUM
$3.94B
AUM Growth
+$3.94B
(+56%)
Cap. Flow
+$912M
Cap. Flow
% of AUM
23.17%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
–
Reduced
1
Closed
1
Top Buys
| 1 |
Tenable Holdings
TENB
|
$1.1B |
Top Sells
| 1 |
Yext
YEXT
|
$149M |
| 2 |
MIME
Mimecast Limited
MIME
|
$41.9M |
Sector Composition
| 1 | Technology | 63.02% |
| 2 | Communication Services | 36.3% |
| 3 | Consumer Discretionary | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PS
1
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $1.43B | 36.3% | 44,646,462 | – | – |
|
|
2
Tenable Holdings
TENB
$3.74B
| $1.1B | 28.02% | +28,364,877 | New | +$1.1B |
|
|
SMAR
3
DELISTED
Smartsheet Inc.
SMAR
| $898M | 22.82% | 28,731,007 | – | – |
|
|
MIME
4
DELISTED
Mimecast Limited
MIME
| $356M | 9.05% | 8,507,752 -1,000,000 | -11% | -$41.9M |
|
5
DocuSign
DOCU
$15.5B
| $84.3M | 2.14% | 1,603,738 | – | – |
|
|
AYX
6
DELISTED
Alteryx, Inc.
AYX
| $38.6M | 0.98% | 675,000 | – | – |
|
|
DESP
7
DELISTED
Despegar.com
DESP
| $26.8M | 0.68% | 1,587,552 | – | – |
|
|
8
Yext
YEXT
$1.11B
| – | – | -7,710,621 | Closed | -$149M |
|