IHG

Insight Holdings Group Portfolio holdings

AUM $2.39B
1-Year Est. Return 56.54%
This Quarter Est. Return
1 Year Est. Return
+56.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$9.14M
3
+$3.85M
4
MDB icon
MongoDB
MDB
+$2.47M
5
APP icon
Applovin
APP
+$2.36M

Top Sells

1
+$30.6M
2
+$19.8M
3
+$16.5M
4
AAPL icon
Apple
AAPL
+$11.7M
5
TEAM icon
Atlassian
TEAM
+$7.85M

Sector Composition

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 icon
1
Udemy
UDMY
$1.08B
$295M 22.86%
38,032,260
S icon
2
SentinelOne
S
$5.79B
$208M 16.09%
11,425,026
REAX icon
3
Real Brokerage
REAX
$839M
$139M 10.73%
34,134,990
NCNO icon
4
nCino
NCNO
$2.96B
$122M 9.49%
4,458,591
-54,876
ETWO
5
DELISTED
E2open Parent Holdings
ETWO
$99.7M 7.72%
49,831,007
MSFT icon
6
Microsoft
MSFT
$3.87T
$84.7M 6.56%
225,730
-700
AMZN icon
7
Amazon
AMZN
$2.32T
$74.8M 5.8%
393,300
-16,600
META icon
8
Meta Platforms (Facebook)
META
$1.84T
$58.2M 4.51%
100,940
+3,700
NVDA icon
9
NVIDIA
NVDA
$4.39T
$55.4M 4.29%
511,400
+84,300
TSM icon
10
TSMC
TSM
$1.5T
$35.9M 2.78%
216,330
+12,500
SNPS icon
11
Synopsys
SNPS
$85.3B
$27.2M 2.11%
63,500
+55,900
AAPL icon
12
Apple
AAPL
$3.84T
$25M 1.93%
112,370
-52,700
TEAM icon
13
Atlassian
TEAM
$44.4B
$17.8M 1.38%
83,700
-37,000
INTU icon
14
Intuit
INTU
$188B
$6.08M 0.47%
9,900
+900
NOW icon
15
ServiceNow
NOW
$195B
$5.49M 0.43%
6,900
-24,900
OKTA icon
16
Okta
OKTA
$15.3B
$4.95M 0.38%
47,050
ZM icon
17
Zoom
ZM
$25B
$4.86M 0.38%
65,900
AVGO icon
18
Broadcom
AVGO
$1.61T
$4.47M 0.35%
26,710
+6,000
MDB icon
19
MongoDB
MDB
$26.5B
$4.38M 0.34%
25,000
+14,100
ZS icon
20
Zscaler
ZS
$49.1B
$3.87M 0.3%
19,500
+7,000
WDAY icon
21
Workday
WDAY
$65.6B
$3.85M 0.3%
+16,500
APP icon
22
Applovin
APP
$191B
$3.68M 0.29%
13,900
+8,900
SPOT icon
23
Spotify
SPOT
$139B
$3.14M 0.24%
5,700
IOT icon
24
Samsara
IOT
$21.9B
$1.95M 0.15%
+51,000
KYTX icon
25
Kyverna Therapeutics
KYTX
$288M
$1.91M 0.15%
989,054
+76,139
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