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
+71.84%
+74.82%
65,249.4
Software
TSLA
Tesla Inc
281,992
73,081.1
0%
6.220
0%
0.010
+32.53%
-20.73%
1,031,124.4
Vehicles & Parts
SHOP
Shopify Inc
748,626
71,407.7
-8.21%
6.070
-0.52%
0.060
+41.93%
+12.07%
154,765.6
Software
AUR
Aurora Innovation Inc
10,550,675
70,953.3
+3.61%
6.040
+0.21%
0.600
+1.28%
-5.63%
10,516.0
Software
MSTR
Strategy
240,478
69,322.6
+137.62%
5.900
+3.42%
0.090
+45.39%
+56.46%
127,310.8
Software
DASH
DoorDash Inc
354,281
64,751.9
-37.30%
5.510
-2.58%
0.080
+31.21%
+40.31%
99,736.7
Retail - Cyclical
MELI
MercadoLibre Inc
32,177
62,773.1
0%
5.340
0%
0.060
+15.65%
+40.40%
121,040.0
Retail - Cyclical
RPRX
Royalty Pharma PLC
1,952,126
60,769.7
+17.55%
5.170
+0.77%
0.460
+12.19%
+42.51%
15,116.7
Biotechnology
RBLX
Roblox Corp
1,003,541
58,496.4
-16.11%
4.980
-0.81%
0.150
+101.14%
+105.42%
80,617.5
Interactive Media
AFRM
Affirm Holdings Inc
1,252,056
56,580.4
-13.64%
4.810
-0.88%
0.390
+63.84%
+9.66%
21,543.2
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
$81.44
-9.99%
Sold Out
0
-639,303
CVNA
Carvana Co
2025-03-31
Sold Out
Sold Out
-4.78%
●
166.52 ($221.24) 285.33
$356.79
61.27%
Sold Out
0
-322,184
PTON
Peloton Interactive Inc
2025-03-31
Sold Out
Sold Out
-3.53%
●
5.62 ($7.85) 10.15
$6.39
-18.60%
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
$470.06
23.36%
New holding
115,757
115,757
MSTR
Strategy
2025-03-31
Add
Add
+3.42%
●
239.27 ($317.51) 396.5
$453.04
42.68%
Add 137.62%
240,478
139,274
APP
AppLovin Corp
2025-03-31
Add
Add
+2.94%
●
238.08 ($344.61) 510.13
$354.99
3.01%
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
€1,513.20
-3.80%
Sold Out
0
-25,263
DASH
DoorDash Inc
2025-03-31
Reduce
Reduce
-2.58%
●
168.37 ($188.06) 213.38
$235.39
25.17%
Reduce -37.3%
354,281
-210,778
LB
LandBridge Co LLC
2025-03-31
Add
Add
+2.54%
●
61.37 ($70.75) 82.7
$56.10
-20.71%
Add 1415.82%
444,407
415,089
IOT
Samsara Inc
2025-03-31
Reduce
Reduce
-2.49%
●
34.06 ($46.57) 60.96
$37.44
-19.62%
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

Discussions on Morgan Stanley Insight Fund

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.