Morgan Stanley Insight Fund reported 25 holdings worth US$1.23B as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 21, 2026
Morgan Stanley Insight Fund reported 25 holdings worth US$1.23B as of Jun 30, 2026. Largest: Cloudflare, Inc., Royalty Pharma Plc and Tesla, Inc. Filed Aug 21, 2026 (Form N-PORT).
- Holdings
- 25
- Value as reported
- US$1.23B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Cloudflare, Inc. | 664K | US$163M | 13.2% |
| Royalty Pharma Plc | 1.71M | US$96.1M | 7.8% |
| Tesla, Inc. | 223K | US$94M | 7.6% |
| Affirm Holdings, Inc. | 975K | US$79.5M | 6.5% |
| Ionq, Inc. | 1.32M | US$70.1M | 5.7% |
| Applovin Corporation | 121K | US$62.3M | 5.1% |
| Opendoor Technologies Inc | 13M | US$60.1M | 4.9% |
| Space Exploration Technologies Corp | 351K | US$59.9M | 4.9% |
| Aurora Innovation, Inc. | 8.54M | US$58.2M | 4.7% |
| Roivant Sciences Ltd. | 1.6M | US$56.5M | 4.6% |
| Shopify Inc. | 469K | US$53.5M | 4.4% |
| Qxo, Inc. | 3.02M | US$52.1M | 4.2% |
| Roblox Corporation | 914K | US$49.7M | 4.0% |
| Agilon Health, Inc. | 275K | US$29.4M | 2.4% |
| Strategy Inc | 225K | US$19.6M | 1.6% |
| Mercadolibre, Inc. | 10,841 | US$18.4M | 1.5% |
| Palantir Technologies Inc. | 134K | US$15.7M | 1.3% |
| Arbutus Biopharma Corporation | 2.73M | US$13.1M | 1.1% |
| Circle Internet Group, Inc. | 202K | US$12.7M | 1.0% |
| Xoma Royalty Corporation | 252K | US$10.7M | 0.87% |
| Bitmine Immersion Technologies, Inc. | 770K | US$10.2M | 0.83% |
| Immunovant, Inc. | 230K | US$8.87M | 0.72% |
| Twenty One Capital, Inc. | 1.35M | US$6.67M | 0.54% |
| Prokidney Corp. | 1.12M | US$2.28M | 0.19% |
| Oddity Tech Ltd. | 114K | US$1.72M | 0.14% |