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IHG

Insight Holdings Group Portfolio holdings

AUM $1.42B
1-Year Est. Return 41.03%
This Fund
S&P 500
This Quarter Est. Return
+0.8%
1 Year Est. Return
+41.03%
3 Year Est. Return
+102.9%
5 Year Est. Return
+39.88%
10 Year Est. Return
+391.47%
AUM
$1.55B
AUM Growth
-$755M
Cap. Flow
-$789M
Cap. Flow %
-51.01%
Top 10 Hldgs %
87.25%
Holding
33
New
4
Increased
8
Reduced
9
Closed
5

Top Buys

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$28.5M
2
MSFT icon
Microsoft
MSFT
+$26.4M
3
CRM icon
Salesforce
CRM
+$15.8M
4
INTU icon
Intuit
INTU
+$5.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.27M

Top Sells

Rank Stock Value
1
NCNO icon
nCino
NCNO
+$428M
2
S icon
SentinelOne
S
+$325M
3
AAPL icon
Apple
AAPL
+$24.7M
4
META icon
Meta Platforms (Facebook)
META
+$21.7M
5
NVDA icon
NVIDIA
NVDA
+$16.3M

Sector Composition

Rank Sector Weight
1 Technology 57.39%
2 Consumer Staples 20.25%
3 Real Estate 10.16%
4 Communication Services 5.93%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UDMY
1
DELISTED
Udemy
UDMY
$313M 20.25%
38,032,260
– –
S icon
2
SentinelOne
S
$6.22B
$254M 16.41%
11,425,026
-12,721,204
-53% -$325M
REAX icon
3
Real Brokerage
REAX
$368M
$157M 10.16%
34,134,990
-438,706
-1% -$2.3M
NCNO icon
4
nCino
NCNO
$1.81B
$152M 9.8%
4,513,467
-11,500,000
-72% -$428M
ETWO
5
DELISTED
E2open Parent Holdings
ETWO
$133M 8.57%
49,831,007
– –
MSFT icon
6
Microsoft
MSFT
$2.84T
$95.4M 6.17%
226,430
+61,870
+38% +$26.4M
AMZN icon
7
Amazon
AMZN
$2.5T
$89.9M 5.82%
409,900
– –
NVDA icon
8
NVIDIA
NVDA
$5.01T
$57.4M 3.71%
427,100
-118,100
-22% -$16.3M
META icon
9
Meta Platforms (Facebook)
META
$1.51T
$56.9M 3.68%
97,240
-36,890
-28% -$21.7M
AAPL icon
10
Apple
AAPL
$4.89T
$41.3M 2.67%
165,070
-104,730
-39% -$24.7M
TSM icon
11
TSMC
TSM
$2.09T
$40.3M 2.6%
203,830
+530
+0.3% +$103K
NOW icon
12
ServiceNow
NOW
$102B
$33.7M 2.18%
159,000
+140,500
+759% +$28.5M
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.91T
$30.6M 1.98%
161,720
+30,120
+23% +$5.27M
TEAM icon
14
Atlassian
TEAM
$22B
$29.4M 1.9%
120,700
+11,000
+10% +$2.52M
CRM icon
15
Salesforce
CRM
$134B
$16.5M 1.07%
+49,500
New +$15.8M
SHOP icon
16
Shopify
SHOP
$148B
$7.22M 0.47%
67,900
+12,800
+23% +$1.24M
INTU icon
17
Intuit
INTU
$81.1B
$5.66M 0.37%
+9,000
New +$5.75M
ZM icon
18
Zoom
ZM
$25.8B
$5.38M 0.35%
65,900
+29,900
+83% +$2.35M
AVGO icon
19
Broadcom
AVGO
$1.82T
$4.8M 0.31%
20,710
-15,690
-43% -$2.9M
OKTA icon
20
Okta
OKTA
$24.1B
$3.71M 0.24%
47,050
-176,800
-79% -$13.7M
SNPS icon
21
Synopsys
SNPS
$71.5B
$3.69M 0.24%
7,600
-12,500
-62% -$6.53M
VRT icon
22
Vertiv
VRT
$112B
$3.66M 0.24%
32,200
– –
KYTX icon
23
Kyverna Therapeutics
KYTX
$450M
$3.41M 0.22%
912,915
– –
SPOT icon
24
Spotify
SPOT
$99.2B
$2.55M 0.17%
5,700
– –
MDB icon
25
MongoDB
MDB
$24B
$2.54M 0.16%
10,900
– –
1
2

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PPC
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KCMH
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APCM
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ADL
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NI
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SCA
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SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Insight Holdings Group's Q4 2024 Portfolio in Review

As of Q4 2024, Insight Holdings Group held 33 positions worth $1.55B, down 33% from $2.3B the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Insight Holdings Group withdrew a net $789M in Q4 2024, closing 5 positions and reducing 9 holdings. Its most notable exit was Datadog, an estimated $16.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 57% of assets, down from 71% a quarter earlier, followed by Consumer Staples and Real Estate.

Against the trend, Insight Holdings Group opened a new position in Salesforce worth $16.5M.

  • Insight Holdings Group's largest Q4 2024 buy was Salesforce: 49,500 shares worth $16.5M.
  • Insight Holdings Group added most to ServiceNow in Q4 2024, an estimated $28.5M increase.
  • Insight Holdings Group's biggest Q4 2024 reduction was nCino, cutting an estimated $428M.
  • Insight Holdings Group fully exited Datadog in Q4 2024, selling an estimated $16.1M.
  • Insight Holdings Group's ten largest holdings make up 87% of its $1.55B portfolio in Q4 2024.
  • Insight Holdings Group opened 4 new positions and closed 5 in Q4 2024.
  • Insight Holdings Group's portfolio value fell 33% quarter-over-quarter to $1.55B.

Based on Insight Holdings Group's 13F filing for Q4 2024, filed 14 Feb 2025.