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CIK: 0001305473
Total reported value
$1.3B
$1.3B
28 檔
76.6%
As reported in its official Q4 2024 Form 13F filing, Insight Holdings Group, LLC's tracked investment portfolio stood at $1.3B with 28 total positions.
Insight Holdings Group, LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 5 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | 7WH | Udemy Inc | Stock-Other | 20.25% | -12.33% | EXIT | |
| 2 | S | Sentinelone Inc -class A | Stock-Tech | 16.41% | — | -52.68% | |
| 3 | REAX | Real Brokerage Inc/the | Stock-Other | 10.16% | -0.26% | -1.27% | |
| 4 | NCNO | Ncino Inc | Stock-Other | 9.80% | — | -71.81% | |
| 5 | ETWOGBP | E2open Parent Holdings Inc | Stock-Other | 8.57% | — | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 6.17% | -1.80% | EXIT | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.82% | +1.65% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.71% | +1.58% | -21.66% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.68% | -0.23% | -27.50% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.67% | +2.88% | NEW | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.60% | +3.08% | +0.26% | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 2.18% | — | +759.46% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.98% | +1.28% | +22.89% | |
| 14 | TEAM | Atlassian Corp-cl A | Stock-Tech | 1.90% | — | +10.03% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.07% | — | — | |
| 16 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.47% | +0.54% | +23.23% | |
| 17 | INTU | Intuit Inc | Stock-Tech | 0.37% | — | — | |
| 18 | ZM | Zoom Communications Inc | Stock-Tech | 0.35% | — | +83.06% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | -0.21% | -43.10% | |
| 20 | OKTA | Okta Inc | Stock-Tech | 0.24% | — | -78.98% | |
| 21 | SNPS | Synopsys Inc | Stock-Tech | 0.24% | — | -62.19% | |
| 22 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.24% | — | — | |
| 23 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 0.22% | +0.07% | — | |
| 24 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.16% | -0.31% | — | |
| 25 | MDB | Mongodb Inc | Stock-Tech | 0.16% | — | — | |
| 26 | ZS | Zscaler Inc | Stock-Tech | 0.15% | — | +25.00% | |
| 27 | APP | Applovin Corp-class A | Stock-Tech | 0.10% | — | — | |
| 28 | TTAN | Servicetitan Inc-a | Stock-Tech | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | 7WH | Udemy Inc | +8% | — | Unchanged |
| 2 | MSFT | Microsoft CORP | +3.1% | +37.60% | Add |
| 3 | AMZN | Amazon.com Inc | +2.5% | — | Unchanged |
| 4 | NOW | Servicenow Inc | +2% | +759.46% | Add |
| 5 | REAX | Real Brokerage Inc/the | +1.8% | -1.27% | Trim |
| 6 | TEAM | Atlassian Corp-cl A | +1.1% | +10.03% | Add |
| 7 | CRM | Salesforce Inc | +1.1% | NEW | New buy |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +1.1% | +0.26% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +1% | +22.89% | Add |
| 10 | NVDA | Nvidia CORP | +0.8% | -21.66% | Trim |
| 11 | INTU | Intuit Inc | +0.4% | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | +0.3% | -27.50% | Trim |
| 13 | SHOP | Shopify Inc - Class A | +0.3% | +23.23% | Add |
| 14 | ZM | Zoom Communications Inc | +0.2% | +83.06% | Add |
| 15 | APP | Applovin Corp-class A | +0.1% | NEW | New buy |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | — | Unchanged |
| 17 | ZS | Zscaler Inc | +0.1% | +25.00% | Add |
| 18 | SPOT | Spotify Technology S.A. | +0.1% | — | Unchanged |
| 19 | AVGO | Broadcom Inc | 0% | -43.10% | Trim |
| 20 | KYTX | Kyverna Therapeutics Inc | 0% | — | Unchanged |
| 21 | MDB | Mongodb Inc | 0% | — | Unchanged |
| 22 | TTAN | Servicetitan Inc-a | 0% | NEW | New buy |
| 23 | AAPL | Apple Inc | -0.1% | -38.82% | Trim |
| 24 | AMD | Advanced Micro Devices | -0.1% | EXIT | Sold out |
| 25 | PTC | Ptc Inc | -0.1% | EXIT | Sold out |
| 26 | UBER | Uber Technologies Inc | -0.2% | EXIT | Sold out |
| 27 | SNPS | Synopsys Inc | -0.2% | -62.19% | Trim |
| 28 | OKTA | Okta Inc | -0.5% | -78.98% | Trim |
| 29 | APPF | Appfolio Inc - A | -0.5% | EXIT | Sold out |
| 30 | DDOG | Datadog Inc - Class A | -0.7% | EXIT | Sold out |
| 31 | ETWOGBP | E2open Parent Holdings Inc | -1% | — | Unchanged |
| 32 | S | Sentinelone Inc -class A | -8.7% | -52.68% | Trim |
| 33 | NCNO | Ncino Inc | -12.2% | -71.81% | Trim |
According to official SEC Form 13F filings, Insight Holdings Group, LLC reported a total U.S. public equity portfolio value of $1.3B across 28 disclosed positions in Q4 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 7WH, S, REAX) accounted for 76.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
CRM
市值: $16.5M
Top Position Liquidated / Trimmed
DDOG
前期市值: $16.1M
During Q4 2024, Insight Holdings Group, LLC's top holdings by market value included 7WH (20.3%)、S (16.4%)、REAX (10.2%). The largest single position, 7WH, represented 20.3% of total portfolio value.
In Q4 2024, Insight Holdings Group, LLC made 26 total portfolio adjustments, initiating 4 new buys, adding to 8 positions, trimming 9 holdings, and fully liquidating 5 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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