Insight-Holdings-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "NCNO", "ZS", "TEAM", "AVGO", "APP", "INTU", "META", "KYTX", "REAX", "MSFT", "AAPL", "NVDA", "MDB", "IOT", "NOW", "SNPS", "UDMY", "TSM", "ETWO", "AMZN", "WDAY", "OKTA", "S", "SPOT", "ZM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 25
- Total Value
- 1291245069
- Accession Number
- 0000899140-25-000665
- Form Type
- 13F-HR
- Manager Name
- Insight-Holdings-Group
Data Enrichment
100% identified25 identified0 unidentified
Holdings
25 positions • $1.3B total value
Manager:
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Shares:49.8M
Value:$99.7M
% of Portfolio:7.7% ($99.7M/$1.3B)
Shares:216.3K
Value:$35.9M
% of Portfolio:2.8% ($35.9M/$1.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Udemy, Inc.(UDMYcusip902685106) | 38.0M | All Managers (Combined) | $295.1M | 22.9% ($295.1M/$1.3B) | ||
SentinelOne, Inc.(Scusip81730H109) | 11.4M | QoQ 0.00% (-0) | All Managers (Combined) | $207.7M | 16.1% ($207.7M/$1.3B) | |
| 34.1M | QoQ 0.00% (-0) | All Managers (Combined) | $138.6M | 10.7% ($138.6M/$1.3B) | ||
nCino, Inc.(NCNOcusip63947X101) | 4.5M | All Managers (Combined) | $122.5M | 9.5% ($122.5M/$1.3B) | ||
| 49.8M | All Managers (Combined) | $99.7M | 7.7% ($99.7M/$1.3B) | |||
MICROSOFT CORP(MSFTcusip594918104) | 225.7K | All Managers (Combined) | $84.7M | 6.6% ($84.7M/$1.3B) | ||
AMAZON COM INC(AMZNcusip023135106) | 393.3K | All Managers (Combined) | $74.8M | 5.8% ($74.8M/$1.3B) | ||
| 100.9K | All Managers (Combined) | $58.2M | 4.5% ($58.2M/$1.3B) | |||
NVIDIA CORP(NVDAcusip67066G104) | 511.4K | All Managers (Combined) | $55.4M | 4.3% ($55.4M/$1.3B) | ||
| 216.3K | All Managers (Combined) | $35.9M | 2.8% ($35.9M/$1.3B) | |||
SYNOPSYS INC(SNPScusip871607107) | 63.5K | YoY NEW(+63.5K) | All Managers (Combined) | $27.2M | 2.1% ($27.2M/$1.3B) | YoY NEW(+$27.2M) |
Apple Inc.(AAPLcusip037833100) | 112.4K | YoY NEW(+112.4K) | All Managers (Combined) | $25.0M | 1.9% ($25.0M/$1.3B) | YoY NEW(+$25.0M) |
Atlassian Corp(TEAMcusip049468101) | 83.7K | All Managers (Combined) | $17.8M | 1.4% ($17.8M/$1.3B) | ||
INTUIT INC.(INTUcusip461202103) | 9.9K | YoY NEW(+9.9K) | All Managers (Combined) | $6.1M | 0.5% ($6.1M/$1.3B) | YoY NEW(+$6.1M) |
ServiceNow, Inc.(NOWcusip81762P102) | 6.9K | YoY NEW(+6.9K) | All Managers (Combined) | $5.5M | 0.4% ($5.5M/$1.3B) | YoY NEW(+$5.5M) |
Okta, Inc.(OKTAcusip679295105) | 47.0K | All Managers (Combined) | $5.0M | 0.4% ($5.0M/$1.3B) | ||
| 65.9K | QoQ 0.00% (-0)YoY NEW(+65.9K) | All Managers (Combined) | $4.9M | 0.4% ($4.9M/$1.3B) | YoY NEW(+$4.9M) | |
Broadcom Inc.(AVGOcusip11135F101) | 26.7K | All Managers (Combined) | $4.5M | 0.3% ($4.5M/$1.3B) | ||
MongoDB, Inc.(MDBcusip60937P106) | 25.0K | All Managers (Combined) | $4.4M | 0.3% ($4.4M/$1.3B) | ||
Zscaler, Inc.(ZScusip98980G102) | 19.5K | All Managers (Combined) | $3.9M | 0.3% ($3.9M/$1.3B) |