Global Insight Portfolio
Global Insight Portfolio reported 31 holdings worth US$56.2M as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 21, 2026
Global Insight Portfolio reported 31 holdings worth US$56.2M as of Jun 30, 2026. Largest: Cloudflare, Inc., Royalty Pharma Plc and Tesla, Inc. Filed Aug 21, 2026 (Form N-PORT).
- Holdings
- 31
- Value as reported
- US$56.2M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Cloudflare, Inc. | 30,886 | US$7.58M | 13.5% |
| Royalty Pharma Plc | 89,670 | US$5.03M | 8.9% |
| Tesla, Inc. | 10,904 | US$4.59M | 8.2% |
| Roivant Sciences Ltd. | 119K | US$4.21M | 7.5% |
| Affirm Holdings, Inc. | 50,268 | US$4.1M | 7.3% |
| Aurora Innovation, Inc. | 405K | US$2.76M | 4.9% |
| Space Exploration Technologies Corp | 15,873 | US$2.71M | 4.8% |
| Applovin Corporation | 5,182 | US$2.67M | 4.7% |
| Mercadolibre, Inc. | 1,517 | US$2.57M | 4.6% |
| Shopify Inc. | 22,210 | US$2.54M | 4.5% |
| Ionq, Inc. | 46,521 | US$2.48M | 4.4% |
| Qxo, Inc. | 117K | US$2.02M | 3.6% |
| Opendoor Technologies Inc | 349K | US$1.61M | 2.9% |
| Roblox Corporation | 28,197 | US$1.53M | 2.7% |
| Spotify Technology S.a. | 2,925 | US$1.34M | 2.4% |
| Strategy Inc | 10,216 | US$888K | 1.6% |
| Adyen Nv | 853 | US$800K | 1.4% |
| Palantir Technologies Inc. | 4,097 | US$478K | 0.85% |
| Xoma Royalty Corporation | 11,042 | US$469K | 0.83% |
| Bitmine Immersion Technologies, Inc. | 34,958 | US$465K | 0.83% |
| Circle Internet Group, Inc. | 6,566 | US$411K | 0.73% |
| Immunovant, Inc. | 10,091 | US$389K | 0.69% |
| Arbutus Biopharma Corporation | 63,356 | US$304K | 0.54% |
| Twenty One Capital, Inc. | 59,060 | US$292K | 0.52% |
| Coupang, Inc. | 15,216 | US$264K | 0.47% |
| Nu Holdings Ltd. | 11,840 | US$158K | 0.28% |
| Prokidney Corp. | 55,698 | US$114K | 0.20% |
| Oddity Tech Ltd. | 5,500 | US$83,215 | 0.15% |
| Victoria Plc | 70,649 | US$59,943 | 0.11% |
| Agilon Health, Inc. | 0 | US$0 | 0.00% |
| Snowflake Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related