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CIK: 0001305473
Total reported value
$1.3B
$1.3B
29 檔
135.1%
The Q3 2024 SEC filing reveals that Insight Holdings Group, LLC held a total portfolio value of $1.3B, covering 29 public equity positions.
Insight Holdings Group, LLC executed strategic sector rebalancing during Q3 2024, establishing 3 new positions while fully exiting 4 holdings and trimming 8 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | S | Sentinelone Inc -class A | Stock-Tech | 25.10% | — | — | |
| 2 | NCNO | Ncino Inc | Stock-Other | 21.99% | — | -35.98% | |
| 3 | 7WH | Udemy Inc | Stock-Other | 12.30% | -12.33% | EXIT | |
| 4 | ETWOGBP | E2open Parent Holdings Inc | Stock-Other | 9.55% | — | — | |
| 5 | REAX | Real Brokerage Inc/the | Stock-Other | 8.34% | -0.26% | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.34% | -0.23% | -8.59% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.32% | +1.65% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -1.80% | EXIT | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | +1.58% | -0.15% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.73% | +2.88% | NEW | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.53% | +3.08% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +1.28% | -53.58% | |
| 13 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.76% | — | +419.91% | |
| 14 | OKTA | Okta Inc | Stock-Tech | 0.72% | — | — | |
| 15 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.70% | — | +0.72% | |
| 16 | APPF | Appfolio Inc - A | Stock-Tech | 0.52% | — | -40.94% | |
| 17 | SNPS | Synopsys Inc | Stock-Tech | 0.44% | — | +183.10% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | -0.21% | +940.00% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 0.19% | — | — | |
| 20 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 0.19% | +0.07% | — | |
| 21 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.19% | +0.54% | +109.51% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 0.14% | — | — | |
| 23 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.14% | — | +65.13% | |
| 24 | PTC | Ptc Inc | Stock-Tech | 0.13% | — | -45.45% | |
| 25 | MDB | Mongodb Inc | Stock-Tech | 0.13% | — | — | |
| 26 | ZM | Zoom Communications Inc | Stock-Tech | 0.11% | — | — | |
| 27 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.09% | -0.31% | — | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.08% | +0.63% | -33.33% | |
| 29 | ZS | Zscaler Inc | Stock-Tech | 0.07% | — | +8.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | S | Sentinelone Inc -class A | +7.5% | — | Unchanged |
| 2 | REAX | Real Brokerage Inc/the | +3.5% | — | Unchanged |
| 3 | ETWOGBP | E2open Parent Holdings Inc | +1.8% | — | Unchanged |
| 4 | 7WH | Udemy Inc | +0.9% | — | Unchanged |
| 5 | META | Meta Platforms Inc-class A | +0.8% | -8.59% | Trim |
| 6 | AAPL | Apple Inc | +0.8% | — | Unchanged |
| 7 | TEAM | Atlassian Corp-cl A | +0.6% | +419.91% | Add |
| 8 | AMZN | Amazon.com Inc | +0.6% | — | Unchanged |
| 9 | NVDA | Nvidia CORP | +0.5% | -0.15% | Trim |
| 10 | MSFT | Microsoft CORP | +0.5% | -1.73% | Trim |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | — | Unchanged |
| 12 | SNPS | Synopsys Inc | +0.3% | +183.10% | Add |
| 13 | UBER | Uber Technologies Inc | +0.2% | NEW | New buy |
| 14 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 15 | SHOP | Shopify Inc - Class A | +0.1% | +109.51% | Add |
| 16 | ZM | Zoom Communications Inc | +0.1% | NEW | New buy |
| 17 | DDOG | Datadog Inc - Class A | +0.1% | +0.72% | Add |
| 18 | VRT | Vertiv Holdings Co-a | +0.1% | +65.13% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | +940.00% | Add |
| 20 | MDB | Mongodb Inc | 0% | — | Unchanged |
| 21 | SPOT | Spotify Technology S.A. | 0% | — | Unchanged |
| 22 | ZS | Zscaler Inc | 0% | +8.70% | Add |
| 23 | OKTA | Okta Inc | 0% | — | Unchanged |
| 24 | AMD | Advanced Micro Devices | 0% | -33.33% | Trim |
| 25 | KYTX | Kyverna Therapeutics Inc | -0.1% | — | Unchanged |
| 26 | PTC | Ptc Inc | -0.1% | -45.45% | Trim |
| 27 | AMAT | Applied Materials Inc | -0.1% | EXIT | Sold out |
| 28 | CRM | Salesforce Inc | -0.1% | EXIT | Sold out |
| 29 | APPF | Appfolio Inc - A | -0.2% | -40.94% | Trim |
| 30 | RBRK | Rubrik Inc-a | -0.5% | EXIT | Sold out |
| 31 | GOOGL | Alphabet Inc-cl A | -0.8% | -53.58% | Trim |
| 32 | NCNO | Ncino Inc | -5.3% | -35.98% | Trim |
| 33 | ✓ | Walkme LTD | -11.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Insight Holdings Group, LLC reported a total U.S. public equity portfolio value of $1.3B across 29 disclosed positions in Q3 2024.
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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 S, NCNO, 7WH) accounted for 135.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
UBER
市值: $4.5M
Top Position Liquidated / Trimmed
WALKME LTD
前期市值: $338.8M
During Q3 2024, Insight Holdings Group, LLC's top holdings by market value included S (25.1%)、NCNO (22.0%)、7WH (12.3%). The largest single position, S, represented 25.1% of total portfolio value.
In Q3 2024, Insight Holdings Group, LLC made 22 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 8 holdings, and fully liquidating 4 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.
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