Holdings
Morgan Stanley Discovery Portfolio
As of Jun 30, 2026, Morgan Stanley Discovery Portfolio reported 29 positions worth US$1.12B. Largest: Cloudflare, Inc., Royalty Pharma Plc and Affirm Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cloudflare, Inc. | 695K | US$170M | −66,337 | Jun 30, 2026 |
| Royalty Pharma Plc | 1.9M | US$107M | no change | Jun 30, 2026 |
| Affirm Holdings, Inc. | 1.1M | US$89.9M | no change | Jun 30, 2026 |
| Aurora Innovation, Inc. | 12.5M | US$85.4M | no change | Jun 30, 2026 |
| Ionq, Inc. | 1.38M | US$73.5M | +46,248 | Jun 30, 2026 |
| Roivant Sciences Ltd. | 1.92M | US$68M | −1.89M | Jun 30, 2026 |
| Qxo, Inc. | 3.2M | US$55.3M | −1.16M | Jun 30, 2026 |
| Roblox Corporation | 919K | US$50M | no change | Jun 30, 2026 |
| Opendoor Technologies Inc | 9.44M | US$43.6M | +1.15M | Jun 30, 2026 |
| Chewy, Inc. | 1.97M | US$38.6M | +1.23M | Jun 30, 2026 |