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Insight Holdings Group, LLC Top Holdings and 13F Report (2021)

About Insight Holdings Group, LLC

Investment Activity

  • Insight Holdings Group, LLC has $2.30 billion in total holdings as of September 30, 2021.
  • Insight Holdings Group, LLC owns shares of 29 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 1.76% of the portfolio was purchased this quarter.
  • About 29.98% of the portfolio was sold this quarter.
  • This quarter, Insight Holdings Group, LLC has purchased 30 new stocks and bought additional shares in 7 stocks.
  • Insight Holdings Group, LLC sold shares of 8 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

SentinelOne
$577,577,822
nCino
$505,865,423
Udemy
$282,960,015
E2open Parent
$219,754,741
Real Brokerage
$191,884,013

Largest New Holdings this Quarter

Uber Technologies
$4,479,536 Holding
ServiceNow
$3,309,243 Holding
Zoom Video Communications
$2,510,640 Holding

Largest Purchases this Quarter

Atlassian
88,600 shares (about $14.07M)
Synopsys
13,000 shares (about $6.58M)
Broadcom
32,900 shares (about $5.68M)
Uber Technologies
59,600 shares (about $4.48M)
ServiceNow
3,700 shares (about $3.31M)

Largest Sales this Quarter

nCino
9,000,000 shares (about $284.31M)
Alphabet
151,900 shares (about $25.19M)
AppFolio
35,400 shares (about $8.33M)
Meta Platforms
12,600 shares (about $7.21M)
PTC
14,000 shares (about $2.53M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInsight Holdings Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SentinelOne, Inc. stock logo
S
SentinelOne
$577,577,8220.0%24,146,23025.1%Computer and Technology
nCino, Inc. stock logo
NCNO
nCino
$505,865,423$284,310,000 -36.0%16,013,46722.0%Computer and Technology
Udemy, Inc. stock logo
UDMY
Udemy
$282,960,0150.0%38,032,26012.3%Computer and Technology
E2open Parent Holdings, Inc. stock logo
ETWO
E2open Parent
$219,754,7410.0%49,831,0079.6%Computer and Technology
The Real Brokerage Inc. stock logo
REAX
Real Brokerage
$191,884,0130.0%34,573,6968.3%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$76,781,377$7,212,744 -8.6%134,1303.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$76,376,6670.0%409,9003.3%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$70,810,168$1,247,870 -1.7%164,5603.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$66,209,088$97,152 -0.1%545,2002.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$62,863,4000.0%269,8002.7%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$35,307,1120.0%203,3001.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$21,825,860$25,192,615 -53.6%131,6000.9%Computer and Technology
Atlassian Co. stock logo
TEAM
Atlassian
$17,421,457$14,070,566 419.9%109,7000.8%Computer and Technology
Okta, Inc. stock logo
OKTA
Okta
$16,641,0090.0%223,8500.7%Computer and Technology
Datadog, Inc. stock logo
DDOG
Datadog
$16,062,376$115,060 0.7%139,6000.7%Computer and Technology
AppFolio, Inc. stock logo
APPF
AppFolio
$12,019,760$8,333,160 -40.9%51,0610.5%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$10,178,439$6,583,070 183.1%20,1000.4%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$6,279,000$5,675,250 940.0%36,4000.3%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,479,536$4,479,536 New Holding59,6000.2%Computer and Technology
KYVERNA THERAPEUTICS INC
$4,464,1540.0%912,9150.2%COM
Shopify Inc. stock logo
SHOP
Shopify
$4,415,714$2,308,032 109.5%55,1000.2%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,309,243$3,309,243 New Holding3,7000.1%Computer and Technology
Vertiv Holdings Co stock logo
VRT
Vertiv
$3,203,578$1,263,523 65.1%32,2000.1%Computer and Technology
PTC Inc. stock logo
PTC
PTC
$3,035,088$2,529,240 -45.5%16,8000.1%Computer and Technology
MongoDB, Inc. stock logo
MDB
MongoDB
$2,946,8150.0%10,9000.1%Computer and Technology
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$2,510,640$2,510,640 New Holding36,0000.1%Computer and Technology
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$2,100,6210.0%5,7000.1%Business Services
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,837,696$918,848 -33.3%11,2000.1%Computer and Technology
Zscaler, Inc. stock logo
ZS
Zscaler
$1,709,400$136,752 8.7%10,0000.1%Computer and Technology
WalkMe Ltd. stock logo
WKME
WalkMe
$0$338,825,907 -100.0%00.0%Computer and Technology
RUBRIK INC.
$0$15,330,000 -100.0%00.0%CL A
Salesforce, Inc. stock logo
CRM
Salesforce
$0$3,504,273 -100.0%00.0%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$0$2,265,504 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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