Insight Holdings Group is based out of New York. Their last reported 13F filing for Q4 2024 included $1,545,864,590 in managed 13F securities
and a top 10 holdings concentration of 87.25%. Insight Holdings Group's largest holding is Udemy Inc with shares held of 38,032,260. Whalewisdom has at least 69 13F filings, 8 13D filings, 10 13G filings, and 183 Form 4 filings

2024-12-31
Top Buys (13F)
Name | % Change |
---|---|
MSFT Microsoft Corporatio | 3.1% |
NOW ServiceNow Inc | 2.04% |
TEAM Atlassian Corporatio | 1.14% |
CRM Salesforce Inc | 1.07% |
TSM Taiwan Semiconductor | 1.07% |

2024-12-31
Top Sells (13F)
Name | % Change |
---|---|
NCNO Ncino Inc | 12.18% |
S SentinelOne Inc | 8.7% |
DDOG Datadog Inc | 0.7% |
APPF AppFolio Inc | 0.52% |
OKTA Okta Inc | 0.48% |

2024-12-31
13F Holdings Summary
Name | $ Change |
---|---|
UDMY Udemy Inc | 20.25% |
S SentinelOne Inc | 16.41% |
REAX The Real Brokerage I | 10.16% |
NCNO Ncino Inc | 9.8% |
ETWO E2open Parent Holdin | 8.57% |

2024-12-31
13F Activity
Market Value | $1.55b, Prior: $2.30b |
Inflows (Outflows) as % of Total MV | (-44.6702)% |
New Purchases | 4 stocks |
Added To | 8 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 9 stocks |
Top 10 Holdings % | 87.25% |
Turnover %[1] | 27.27% |
Turnover Alt %[2] | 5.99% |
Time Held Top 20 | 6.3 quarters |
Time Held Top 10 | 8.8 quarters |
Time Held All | 6.29 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-12-31
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31