Morgan Stanley Discovery Portfolio

Morgan Stanley Discovery Portfolio reported 33 holdings worth US$1.25B as of Jun 30, 2026 (Form N-PORT)

As of Jun 30, 2026 · Filed Aug 27, 2026

Morgan Stanley Discovery Portfolio reported 33 holdings worth US$1.25B as of Jun 30, 2026. Largest: Cloudflare, Inc., Royalty Pharma Plc and Affirm Holdings, Inc. Filed Aug 27, 2026 (Form N-PORT).

Holdings
33
Value as reported
US$1.25B

The filing in full

CompanySharesValue as reported% of portfolio
Cloudflare, Inc.695KUS$170M13.6%
Royalty Pharma Plc1.9MUS$107M8.5%
Affirm Holdings, Inc.1.1MUS$89.9M7.2%
Aurora Innovation, Inc.12.5MUS$85.4M6.8%
Ionq, Inc.1.38MUS$73.5M5.9%
Roivant Sciences Ltd.1.92MUS$68M5.4%
Qxo, Inc.3.2MUS$55.3M4.4%
Roblox Corporation919KUS$50M4.0%
Opendoor Technologies Inc9.44MUS$43.6M3.5%
Chewy, Inc.1.97MUS$38.6M3.1%
Medline Inc.973KUS$38.4M3.1%
Circle Internet Group, Inc.504KUS$31.6M2.5%
Agilon Health, Inc.247KUS$26.4M2.1%
Strategy Inc266KUS$23.1M1.8%
Madison Air Solutions Corporation570KUS$22.2M1.8%
Symbotic Inc.465KUS$20.9M1.7%
Samsara Inc.619KUS$20.1M1.6%
Healthequity, Inc.221KUS$20M1.6%
Celsius Holdings, Inc.652KUS$19.1M1.5%
Core & Main, Inc.382KUS$18.4M1.5%
Oddity Tech Ltd.1.14MUS$17.2M1.4%
Figma Inc928KUS$16.8M1.3%
Joby Aviation, Inc.1.88MUS$16.8M1.3%
Coinbase Global, Inc.99,267US$14.5M1.2%
Bitmine Immersion Technologies, Inc.774KUS$10.3M0.82%
Immunovant, Inc.234KUS$9.01M0.72%
Twenty One Capital, Inc.1.59MUS$7.89M0.63%
The Trade Desk, Inc.210KUS$3.8M0.30%
Prokidney Corp.1.08MUS$2.21M0.18%
Zoom Communications, Inc.0US$00.00%
Landbridge Company Llc0US$00.00%
Mongodb, Inc.0US$00.00%
Draftkings Inc.0US$00.00%

Source

View original at SEC

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