Insight Holdings Group, LLC Portfolio Holdings by Sector
Insight Holdings Group, LLC
- $1.01 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
S MSFT MDB ORCL IOT SNPS HOOD PANW 9 stocks |
$312,721
31.05% of portfolio
|
  4  
|
  4  
|
  4  
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
UDMY 1 stocks |
$266,606
26.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO 3 stocks |
$163,869
16.27% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL SPOT 3 stocks |
$88,598
8.8% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$78,759
7.82% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APPF APP INTU 3 stocks |
$59,398
5.9% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
REAX 1 stocks |
$31,866
3.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$5,223
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|