MS

Morgan Stanley Insight Fund | CPOAX

Mutual Fund
Morgan Stanley Insight Fund
Last update 2025-06-25 30 Stocks (2 new)
Value $1.18 Bil Turnover 20 %
Countries:
Top Holdings: NET(9.17%)TSLA(6.22%)SHOP(6.07%)AUR(6.04%)MSTR(5.90%)
Summary Stock Picks Current Portfolio
Morgan Stanley Insight Fund 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
956,746
107,815.7
-1.11%
9.170
-0.08%
0.280
+78.40%
+76.96%
66,046.6
Software
TSLA
Tesla Inc
281,992
73,081.1
0%
6.220
0%
0.010
+39.56%
-17.76%
1,069,711.8
Vehicles & Parts
SHOP
Shopify Inc
748,626
71,407.7
-8.21%
6.070
-0.52%
0.060
+44.34%
+16.35%
159,786.1
Software
AUR
Aurora Innovation Inc
10,550,675
70,953.3
+3.61%
6.040
+0.21%
0.600
+0.33%
-2.06%
10,914.0
Software
MSTR
Strategy
240,478
69,322.6
+137.62%
5.900
+3.42%
0.090
+24.30%
+47.23%
120,907.0
Software
DASH
DoorDash Inc
354,281
64,751.9
-37.30%
5.510
-2.58%
0.080
+35.79%
+42.96%
101,622.3
Retail - Cyclical
MELI
MercadoLibre Inc
32,177
62,773.1
0%
5.340
0%
0.060
+12.05%
+40.24%
120,899.0
Retail - Cyclical
RPRX
Royalty Pharma PLC
1,952,126
60,769.7
+17.55%
5.170
+0.77%
0.460
+12.90%
+43.41%
15,211.5
Biotechnology
RBLX
Roblox Corp
1,003,541
58,496.4
-16.11%
4.980
-0.81%
0.150
+93.40%
+107.74%
81,529.8
Interactive Media
AFRM
Affirm Holdings Inc
1,252,056
56,580.4
-13.64%
4.810
-0.88%
0.390
+49.32%
+7.44%
21,107.7
Software

Morgan Stanley Insight Fund's Historical Top Holdings Breakdowns

Morgan Stanley Insight Fund'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
Sold Out
Sold Out
-5.48%
●
53.59 ($90.47) 126.58
$81.67
-9.73%
Sold Out
0
-639,303
CVNA
Carvana Co
2025-03-31
Sold Out
Sold Out
-4.78%
●
166.52 ($221.24) 285.33
$341.56
54.38%
Sold Out
0
-322,184
PTON
Peloton Interactive Inc
2025-03-31
Sold Out
Sold Out
-3.53%
●
5.62 ($7.85) 10.15
$6.49
-17.32%
Sold Out
0
-5,566,039
CRWD
CrowdStrike Holdings Inc
2025-03-31
New Buy
New Buy
+3.47%
●
308.86 ($381.06) 455.36
$471.23
23.66%
New holding
115,757
115,757
MSTR
Strategy
2025-03-31
Add
Add
+3.42%
●
239.27 ($317.51) 396.5
$426.40
34.29%
Add 137.62%
240,478
139,274
APP
AppLovin Corp
2025-03-31
Add
Add
+2.94%
●
238.08 ($344.61) 510.13
$350.00
1.56%
Add 184.72%
201,006
130,407
XAMS:ADYEN
Adyen NV
2025-03-31
Sold Out
Sold Out
-2.74%
●
1390.8 (€1572.97) 1846
€1,549.60
-1.49%
Sold Out
0
-25,263
DASH
DoorDash Inc
2025-03-31
Reduce
Reduce
-2.58%
●
168.37 ($188.06) 213.38
$239.82
27.52%
Reduce -37.3%
354,281
-210,778
LB
LandBridge Co LLC
2025-03-31
Add
Add
+2.54%
●
61.37 ($70.75) 82.7
$52.35
-26.01%
Add 1415.82%
444,407
415,089
IOT
Samsara Inc
2025-03-31
Reduce
Reduce
-2.49%
●
34.06 ($46.57) 60.96
$37.77
-18.90%
Reduce -47.68%
856,813
-780,967

Morgan Stanley Insight Fund Total Holding History ($B)

To

Morgan Stanley Insight Fund's Asset Allocation

To

Morgan Stanley Insight Fund Past Portfolios

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

Top Ranked Articles

  • 1

Morgan Stanley Insight Fund's Hypothetical Growth since 2025-03-31

Morgan Stanley Insight Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Morgan Stanley Insight Fund's Holdings Heat Map

Size field:

Morgan Stanley Insight Fund's Holdings Bubble Chart

Morgan Stanley Insight Fund News

  • 1

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