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INSIGHT HOLDINGS GROUP, LLC

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NEW YORK NY Activist Investor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Insight Holdings Group is based out of New York. Their last reported 13F filing for Q4 2023 included $4,142,731,322 in managed 13F securities and a top 10 holdings concentration of 92.55%. Insight Holdings Group's largest holding is Ncino Inc. with shares held of 39,123,014. Whalewisdom has at least 65 13F filings, 8 13D filings, 8 13G filings, and 118 Form 4 filings

2023-12-31

Top Buys (13F)

Name % Change
MSFT Microsoft Corp. 0.46%
AMZN Amazon.com Inc. 0.29%
PCOR Procore Technologies 0.25%
CRM Salesforce.com Inc. 0.25%
FROG JFrog Ltd. 0.21%

2023-12-31

Top Sells (13F)

Name % Change
MNDY Monday.Com Ltd 11.75%
GOOGL Alphabet Inc. Class 0.54%
APPF AppFolio Inc 0.28%
DDOG Datadog Inc 0.14%
OKTA Okta Inc 0.05%

2023-12-31

13F Holdings Summary

Name $ Change
NCNO Ncino Inc. 31.76%
S SentinelOne Inc 22.95%
UDMY Udemy Inc 13.52%
MNDY Monday.Com Ltd 7.33%
WKME Walkme Ltd 6.25%

2023-12-31

13F Activity

Market Value $4.14b, Prior: $3.85b
New Purchases 4 stocks
Added To 14 stocks
Sold out of 2 stocks
Reduced holdings in 8 stocks
Top 10 Holdings % 92.55%
Turnover %[1] 18.75%
Turnover Alt %[2] 2.08%
Time Held Top 20 7.05 quarters
Time Held Top 10 7.2 quarters
Time Held All 5.75 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance