IP

Inception Portfolio | MSSGX

Mutual Fund
MORGAN STANLEY INSTITUTIONAL FUND INC
Last update 2025-06-26 47 Stocks (4 new)
Value $301.00 Mil Turnover 20 %
Countries:
Top Holdings: NET(9.23%)CELH(7.99%)AGL(7.57%)GLBE(6.50%)LB(6.25%)
Summary Stock Picks Current Portfolio
Inception Portfolio Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NET
Cloudflare Inc
246,593
27,788.6
-6.89%
9.230
-0.55%
0.070
+95.78%
+78.83%
66,745.0
Software
CELH
Celsius Holdings Inc
674,757
24,034.8
+83.19%
7.990
+3.63%
0.260
+28.96%
+73.61%
11,795.9
Beverages - Non-Alcoholic
AGL
Agilon Health Inc
5,262,547
22,786.8
+97.20%
7.570
+3.73%
1.270
-46.00%
+20.79%
950.0
Healthcare Providers & Services
GLBE
Global E Online Ltd
548,414
19,551.0
-6.89%
6.500
-0.62%
0.320
+8.69%
-39.92%
5,560.2
Retail - Cyclical
LB
LandBridge Co LLC
261,629
18,821.6
+682.38%
6.250
+5.45%
1.120
+3.68%
-0.47%
1,490.9
Oil & Gas
AUR
Aurora Innovation Inc
2,619,514
17,616.2
-2.16%
5.850
-0.10%
0.150
-14.39%
-19.76%
8,941.7
Software
ODD
ODDITY Tech Ltd
405,289
17,532.8
-5.54%
5.830
-0.28%
0.730
+93.13%
+79.34%
4,207.2
Software
ROIV
Roivant Sciences Ltd
1,503,382
15,169.1
-6.00%
5.040
-0.32%
0.220
+17.06%
-8.37%
7,369.1
Biotechnology
AFRM
Affirm Holdings Inc
324,930
14,683.6
-13.00%
4.880
-0.82%
0.100
+87.45%
+15.64%
22,719.1
Software
PTON
Peloton Interactive Inc
2,238,913
14,149.9
-37.20%
4.700
-3.22%
0.560
+26.50%
-25.11%
2,596.6
Travel & Leisure

Inception Portfolio's Historical Top Holdings Breakdowns

Inception Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LB
LandBridge Co LLC
2025-03-31
Add
Add
+5.45%
●
61.37 ($70.75) 82.7
$64.11
-9.39%
Add 682.38%
261,629
228,189
GTM
ZoomInfo Technologies Inc
2025-03-31
Sold Out
Sold Out
-5.27%
●
9.43 ($10.49) 12.01
$10.12
-3.57%
Sold Out
0
-1,796,645
BILL
BILL Holdings Inc
2025-03-31
Sold Out
Sold Out
-5.08%
●
43.59 ($67.25) 97.07
$47.33
-29.63%
Sold Out
0
-215,016
AGL
Agilon Health Inc
2025-03-31
Add
Add
+3.73%
●
1.92 ($3.48) 4.61
$2.29
-34.05%
Add 97.2%
5,262,547
2,593,850
CELH
Celsius Holdings Inc
2025-03-31
Add
Add
+3.63%
●
21.28 ($27.25) 35.62
$45.73
67.82%
Add 83.19%
674,757
306,422
PTON
Peloton Interactive Inc
2025-03-31
Reduce
Reduce
-3.22%
●
5.62 ($7.85) 10.15
$6.51
-17.01%
Reduce -37.2%
2,238,913
-1,326,043
MTN
Vail Resorts Inc
2025-03-31
Sold Out
Sold Out
-1.76%
●
153.58 ($166.2) 184.72
$161.78
-2.66%
Sold Out
0
-33,663
KVYO
Klaviyo Inc
2025-03-31
Sold Out
Sold Out
-1.56%
●
30.26 ($40.34) 49.19
$33.59
-16.75%
Sold Out
0
-135,418
FND
Floor & Decor Holdings Inc
2025-03-31
New Buy
New Buy
+1.45%
●
80.4 ($94.46) 106.49
$80.27
-15.03%
New holding
54,332
54,332
MSTR
Strategy
2025-03-31
Add
Add
+1.24%
●
239.27 ($317.51) 396.5
$399.66
25.87%
Add 46.68%
40,822
12,992

Inception Portfolio Total Holding History ($B)

To

Inception Portfolio's Asset Allocation

To

Inception Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Inception Portfolio's Hypothetical Growth since 2025-03-31

Inception Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Inception Portfolio's Holdings Heat Map

Size field:

Inception Portfolio's Holdings Bubble Chart

Inception Portfolio News

  • 1

Discussions on Inception Portfolio

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.