MS

Morgan Stanley Discovery Portfolio

Mutual Fund
Brighthouse Funds Trust I
Last update 2025-06-23 37 Stocks (7 new)
Value $1.11 Bil Turnover 22 %
Countries:
Morgan Stanley Discovery Portf... 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
988,853
111,433.8
-4.31%
10.050
-0.39%
0.290
+61.17%
+77.92%
66,403.6
Software
AUR
Aurora Innovation Inc
9,819,883
66,038.7
+7.48%
5.950
+0.41%
0.560
-4.26%
+3.49%
11,533.1
Software
MSTR
Strategy
225,863
65,109.5
+139.96%
5.870
+3.42%
0.080
+18.43%
+43.26%
117,651.8
Software
CNM
Core & Main Inc
1,270,464
61,376.1
+20.00%
5.530
+0.92%
0.670
+24.35%
+28.01%
12,359.8
Industrial Distribution
RPRX
Royalty Pharma PLC
1,842,407
57,354.1
-0.48%
5.170
-0.02%
0.440
+15.00%
+45.35%
15,418.0
Biotechnology
RBLX
Roblox Corp
967,126
56,373.8
-22.17%
5.080
-1.29%
0.140
+79.81%
+104.15%
80,118.9
Interactive Media
DASH
DoorDash Inc
301,570
55,117.9
-41.58%
4.970
-2.92%
0.070
+30.16%
+45.27%
103,262.2
Retail - Cyclical
AFRM
Affirm Holdings Inc
1,207,266
54,556.3
-8.29%
4.920
-0.54%
0.370
+36.56%
+8.08%
21,233.5
Software
GLBE
Global E Online Ltd
1,495,724
53,322.6
+12.00%
4.810
+0.52%
0.880
-5.67%
-37.15%
5,816.5
Retail - Cyclical
QXO
QXO Inc
3,511,284
47,542.8
+17.77%
4.290
+0.65%
0.610
+71.76%
+37.74%
14,680.3
Software

Morgan Stanley Discovery Portfolio's Historical Top Holdings Breakdowns

Morgan Stanley Discovery 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
TTD
The Trade Desk Inc
2025-03-31
Reduce
Reduce
-4.53%
53.59 ($90.47) 126.58
$85.00
-6.05%
Reduce -69.26%
211,060
-475,595
MSTR
Strategy
2025-03-31
Add
Add
+3.42%
239.27 ($317.51) 396.5
$414.92
30.68%
Add 139.96%
225,863
131,737
CHWY
Chewy Inc
2025-03-31
Add
Add
+3.10%
31.83 ($35.87) 39.8
$37.25
3.85%
Add 487.41%
1,272,888
1,056,192
DASH
DoorDash Inc
2025-03-31
Reduce
Reduce
-2.92%
168.37 ($188.06) 213.38
$243.69
29.58%
Reduce -41.58%
301,570
-214,662
GTM
ZoomInfo Technologies Inc
2025-03-31
Sold Out
Sold Out
-2.84%
9.43 ($10.49) 12.01
$10.99
4.77%
Sold Out
0
-3,333,030
BILL
BILL Holdings Inc
2025-03-31
Sold Out
Sold Out
-2.78%
43.59 ($67.25) 97.07
$45.24
-32.73%
Sold Out
0
-404,272
LB
LandBridge Co LLC
2025-03-31
New Buy
New Buy
+2.76%
61.37 ($70.75) 82.7
$53.74
-24.04%
New holding
425,122
425,122
XAMS:ADYEN
Adyen NV
2025-03-31
Sold Out
Sold Out
-2.75%
1390.8 (€1572.97) 1846
€1,542.40
-1.94%
Sold Out
0
-23,001
CELH
Celsius Holdings Inc
2025-03-31
New Buy
New Buy
+2.45%
21.28 ($27.25) 35.62
$46.31
69.94%
New holding
761,461
761,461
IOT
Samsara Inc
2025-03-31
Reduce
Reduce
-2.37%
34.06 ($46.57) 60.96
$38.12
-18.14%
Reduce -44.65%
829,844
-669,500

Morgan Stanley Discovery Portfolio Total Holding History ($B)

To

Morgan Stanley Discovery Portfolio's Asset Allocation

To

Morgan Stanley Discovery Portfolio Past Portfolios

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

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Morgan Stanley Discovery Portfolio's Hypothetical Growth since 2025-03-31

Morgan Stanley Discovery Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Morgan Stanley Discovery Portfolio's Holdings Heat Map

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Morgan Stanley Discovery Portfolio's Holdings Bubble Chart

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