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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
-12.88%
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
$1.29B
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
UDMY
1
DELISTED
Udemy
UDMY
$295M 22.86%
38,032,260
– –
S icon
2
SentinelOne
S
$6.22B
$208M 16.09%
11,425,026
– –
REAX icon
3
Real Brokerage
REAX
$368M
$139M 10.73%
34,134,990
– –
NCNO icon
4
nCino
NCNO
$1.81B
$122M 9.49%
4,458,591
-54,876
-1% -$1.74M
ETWO
5
DELISTED
E2open Parent Holdings
ETWO
$99.7M 7.72%
49,831,007
– –
MSFT icon
6
Microsoft
MSFT
$2.84T
$84.7M 6.56%
225,730
-700
-0.3% -$285K
AMZN icon
7
Amazon
AMZN
$2.5T
$74.8M 5.8%
393,300
-16,600
-4% -$3.6M
META icon
8
Meta Platforms (Facebook)
META
$1.51T
$58.2M 4.51%
100,940
+3,700
+4% +$2.39M
NVDA icon
9
NVIDIA
NVDA
$5.01T
$55.4M 4.29%
511,400
+84,300
+20% +$10.7M
TSM icon
10
TSMC
TSM
$2.09T
$35.9M 2.78%
216,330
+12,500
+6% +$2.43M
SNPS icon
11
Synopsys
SNPS
$71.5B
$27.2M 2.11%
63,500
+55,900
+736% +$27.2M
AAPL icon
12
Apple
AAPL
$4.89T
$25M 1.93%
112,370
-52,700
-32% -$12.2M
TEAM icon
13
Atlassian
TEAM
$22B
$17.8M 1.38%
83,700
-37,000
-31% -$9.76M
INTU icon
14
Intuit
INTU
$81.1B
$6.08M 0.47%
9,900
+900
+10% +$540K
NOW icon
15
ServiceNow
NOW
$102B
$5.49M 0.43%
34,500
-124,500
-78% -$24M
OKTA icon
16
Okta
OKTA
$24.1B
$4.95M 0.38%
47,050
– –
ZM icon
17
Zoom
ZM
$25.8B
$4.86M 0.38%
65,900
– –
AVGO icon
18
Broadcom
AVGO
$1.82T
$4.47M 0.35%
26,710
+6,000
+29% +$1.27M
MDB icon
19
MongoDB
MDB
$24B
$4.38M 0.34%
25,000
+14,100
+129% +$3.44M
ZS icon
20
Zscaler
ZS
$23B
$3.87M 0.3%
19,500
+7,000
+56% +$1.39M
WDAY icon
21
Workday
WDAY
$33.4B
$3.85M 0.3%
+16,500
New +$4.21M
APP icon
22
Applovin
APP
$132B
$3.68M 0.29%
13,900
+8,900
+178% +$3.07M
SPOT icon
23
Spotify
SPOT
$99.2B
$3.14M 0.24%
5,700
– –
IOT icon
24
Samsara
IOT
$19.3B
$1.95M 0.15%
+51,000
New +$2.38M
KYTX icon
25
Kyverna Therapeutics
KYTX
$450M
$1.91M 0.15%
989,054
+76,139
+8% +$225K
1
2

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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
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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.