Asset Manager
← All Institutions
Insight Holdings Group, LLC
Market Value
$1.4B
+7.3%
Holdings
38
+4
New Purchases
9
Added To
12
Closed
11
Reduced
2
Top 10 Concentration
90.8%
Turnover
52.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| EQPT | 19.58% | 0.00% | +19.58% | $276M |
| META | 4.27% | 2.80% | +1.46% | $60M |
| AMAT | 0.91% | 0.00% | +0.91% | $13M |
| BE | 0.79% | 0.00% | +0.79% | $11M |
| SPOT | 1.08% | 0.33% | +0.75% | $15M |
| NVDA | 8.30% | 7.81% | +0.49% | $117M |
| AXON | 0.48% | 0.00% | +0.48% | $7M |
| NET | 0.48% | 0.00% | +0.48% | $7M |
| SHOP | 0.80% | 0.35% | +0.45% | $11M |
| MTSI | 0.34% | 0.00% | +0.34% | $5M |
| TXN | 0.31% | 0.00% | +0.31% | $4M |
| LITE | 0.30% | 0.00% | +0.30% | $4M |
| TSM | 5.50% | 5.22% | +0.28% | $77M |
| CEG | 0.51% | 0.35% | +0.16% | $7M |
| INTC | 0.39% | 0.29% | +0.10% | $6M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| HNGE | 25.69% | 33.20% | -7.51% | $362M |
| MSFT | 1.82% | 6.74% | -4.91% | $26M |
| UDMY | 12.49% | 16.96% | -4.47% | $176M |
| STUB | 1.52% | 3.55% | -2.02% | $21M |
| AAPL | 0.00% | 1.10% | -1.10% | $0 |
| GOOGL | 5.87% | 6.77% | -0.90% | $83M |
| APPF | 0.00% | 0.79% | -0.79% | $0 |
| MDB | 0.00% | 0.65% | -0.65% | $0 |
| APP | 0.00% | 0.63% | -0.63% | $0 |
| V | 0.00% | 0.55% | -0.55% | $0 |
| SNPS | 0.00% | 0.54% | -0.54% | $0 |
| IOT | 0.00% | 0.50% | -0.50% | $0 |
| AMZN | 5.75% | 6.22% | -0.48% | $81M |
| PANW | 0.35% | 0.73% | -0.37% | $5M |
| TSLA | 0.00% | 0.28% | -0.28% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 16 | $494M | 35.1% |
| Large Cap | 15 | $70M | 5.0% |
| Mid Cap | 4 | $637M | 45.3% |
| Small Cap | 3 | $206M | 14.6% |
Portfolio Analytics
Avg Market Cap
$908.6B
Median Market Cap
$99.3B
Avg P/E
93.9
Median P/E
44.4
Avg Dividend Yield
0.00%
Avg Beta
1.75
# Stocks
38
# ETFs / Funds
0
Top Holdings (38 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HNGE | 25.69% | 9,375,164 | $362M | $38.56 | -$74M | — | — | |
| 2 | EQPT | 19.58% | 13,526,731 | $276M | $20.37 | — | +13,526,731 | — | NEW |
| 3 | UDMY | 12.49% | 38,032,260 | $176M | $4.62 | -$47M | — | — | |
| 4 | NVDA | 8.30% | 669,950 | $117M | $174.40 | $14M | +120,310 | +21.9% | |
| 5 | GOOGL | 5.87% | 287,450 | $83M | $287.56 | -$6M | +3,690 | +1.3% | |
| 6 | AMZN | 5.75% | 388,375 | $81M | $208.27 | -$747K | +34,705 | +9.8% | |
| 7 | TSM | 5.50% | 229,115 | $77M | $337.96 | $9M | +3,890 | +1.7% | |
| 8 | META | 4.27% | 104,955 | $60M | $572.13 | $23M | +49,260 | +88.5% | |
| 9 | MSFT | 1.82% | 69,275 | $26M | $370.17 | -$63M | -113,430 | -62.1% | |
| 10 | STUB | 1.52% | 3,437,380 | $21M | $6.24 | -$25M | — | — | |
| 11 | AVGO | 1.36% | 61,760 | $19M | $309.51 | -$2M | +1,750 | +2.9% | |
| 12 | SPOT | 1.08% | 31,400 | $15M | $484.91 | $11M | +23,880 | +317.6% | |
| 13 | AMAT | 0.91% | 37,355 | $13M | $341.79 | — | +37,355 | — | NEW |
| 14 | SHOP | 0.80% | 94,660 | $11M | $118.62 | $7M | +66,130 | +231.8% | |
| 15 | BE | 0.79% | 82,030 | $11M | $135.49 | — | +82,030 | — | NEW |
| 16 | KYTX | 0.61% | 989,054 | $9M | $8.63 | -$762K | — | — | |
| 17 | CEG | 0.51% | 25,475 | $7M | $279.25 | $3M | +12,600 | +97.9% | |
| 18 | AXON | 0.48% | 15,980 | $7M | $424.69 | — | +15,980 | — | NEW |
| 19 | NET | 0.48% | 32,800 | $7M | $206.34 | — | +32,800 | — | NEW |
| 20 | INTC | 0.39% | 125,205 | $6M | $44.13 | $2M | +20,660 | +19.8% | |
| 21 | PANW | 0.35% | 31,030 | $5M | $160.32 | -$5M | -20,675 | -40.0% | |
| 22 | MTSI | 0.34% | 21,590 | $5M | $222.07 | — | +21,590 | — | NEW |
| 23 | TXN | 0.31% | 22,570 | $4M | $194.14 | — | +22,570 | — | NEW |
| 24 | LITE | 0.30% | 5,970 | $4M | $702.76 | — | +5,970 | — | NEW |
| 25 | AMD | 0.28% | 19,040 | $4M | $203.43 | $321K | +2,455 | +14.8% | |
| 26 | HOOD | 0.21% | 42,035 | $3M | $69.30 | -$2M | +320 | +0.8% | |
| 27 | MU | 0.02% | 660 | $223K | $337.99 | — | +660 | — | NEW |
| 28 | V | —% | — | — | — | -$7M | -20,395 | -100.0% | SOLD |
| 29 | APPF | —% | — | — | — | -$10M | -44,550 | -100.0% | SOLD |
| 30 | MDB | —% | — | — | — | -$9M | -20,390 | -100.0% | SOLD |
| 31 | IOT | —% | — | — | — | -$7M | -186,640 | -100.0% | SOLD |
| 32 | AAPL | —% | — | — | — | -$14M | -52,940 | -100.0% | SOLD |
| 33 | APP | —% | — | — | — | -$8M | -12,260 | -100.0% | SOLD |
| 34 | NTSK | —% | — | — | — | -$3M | -175,000 | -100.0% | SOLD |
| 35 | VRT | —% | — | — | — | -$3M | -19,780 | -100.0% | SOLD |
| 36 | TSLA | —% | — | — | — | -$4M | -8,140 | -100.0% | SOLD |
| 37 | CLS | —% | — | — | — | -$3M | -10,815 | -100.0% | SOLD |
| 38 | SNPS | —% | — | — | — | -$7M | -15,170 | -100.0% | SOLD |