Holdings
Global Insight Portfolio
As of Jun 30, 2026, Global Insight Portfolio reported 29 positions worth US$52.9M. Largest: Cloudflare, Inc., Royalty Pharma Plc and Tesla, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cloudflare, Inc. | 30,886 | US$7.58M | −4,363 | Jun 30, 2026 |
| Royalty Pharma Plc | 89,670 | US$5.03M | −1,639 | Jun 30, 2026 |
| Tesla, Inc. | 10,904 | US$4.59M | −303 | Jun 30, 2026 |
| Roivant Sciences Ltd. | 119K | US$4.21M | −14,468 | Jun 30, 2026 |
| Affirm Holdings, Inc. | 50,268 | US$4.1M | −1,395 | Jun 30, 2026 |
| Aurora Innovation, Inc. | 405K | US$2.76M | +126K | Jun 30, 2026 |
| Space Exploration Technologies Corp | 15,873 | US$2.71M | new | Jun 30, 2026 |
| Applovin Corporation | 5,182 | US$2.67M | −183 | Jun 30, 2026 |
| Mercadolibre, Inc. | 1,517 | US$2.57M | +92 | Jun 30, 2026 |
| Shopify Inc. | 22,210 | US$2.54M | +1,935 | Jun 30, 2026 |