13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001305473
Total reported value
$1.3B
$1.3B
31 檔
224.5%
During the Q1 2024 filing period, Insight Holdings Group, LLC (CIK: 0001305473) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 31 reported positions.
During Q1 2024, Insight Holdings Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NCNO | Ncino Inc | Stock-Other | 40.83% | — | — | |
| 2 | S | Sentinelone Inc -class A | Stock-Tech | 17.99% | — | -20.20% | |
| 3 | 7WH | Udemy Inc | Stock-Other | 11.66% | -12.33% | EXIT | |
| 4 | ETWOGBP | E2open Parent Holdings Inc | Stock-Other | 6.18% | — | — | |
| 5 | ✓ | Walkme LTD | Stock-Other | 5.82% | — | — | |
| 6 | REAX | Real Brokerage Inc/the | Stock-Other | 3.01% | -0.26% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | +1.65% | +8.72% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.99% | -0.23% | -3.36% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -1.80% | EXIT | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +1.58% | +15.38% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +1.28% | +59.31% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 0.87% | — | -5.68% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.74% | +3.08% | +123.53% | |
| 14 | DIBS | 1stdibs.com Inc | Stock-Other | 0.70% | — | -8.87% | |
| 15 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 0.63% | +0.07% | — | |
| 16 | APPF | Appfolio Inc - A | Stock-Tech | 0.60% | — | -43.44% | |
| 17 | OKTA | Okta Inc | Stock-Tech | 0.59% | — | +27.06% | |
| 18 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.48% | — | — | |
| 19 | FTNT | Fortinet Inc | Stock-Tech | 0.46% | — | +106.66% | |
| 20 | WDAY | Workday Inc-class A | Stock-Tech | 0.38% | — | +307.44% | |
| 21 | PTC | Ptc Inc | Stock-Tech | 0.14% | — | -66.92% | |
| 22 | PCOR | Procore Technologies Inc | Stock-Tech | 0.11% | — | -71.52% | |
| 23 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.08% | — | -86.58% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.07% | +0.63% | — | |
| 25 | MDB | Mongodb Inc | Stock-Tech | 0.06% | — | +137.04% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 0.05% | +0.84% | — | |
| 27 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.04% | -0.31% | — | |
| 28 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.04% | — | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.04% | -0.21% | — | |
| 30 | ZS | Zscaler Inc | Stock-Tech | 0.04% | — | — | |
| 31 | XYZ | Block Inc | Stock-Financials | 0.04% | — | — |
According to official SEC Form 13F filings, Insight Holdings Group, LLC reported a total U.S. public equity portfolio value of $1.3B across 31 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NCNO, S, 7WH) accounted for 224.5% of total reported equity market value during Q1 2024.
During Q1 2024, Insight Holdings Group, LLC's top holdings by market value included NCNO (40.8%)、S (18.0%)、7WH (11.7%). The largest single position, NCNO, represented 40.8% of total portfolio value.
In Q1 2024, Insight Holdings Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.