Morgan Stanley Insight Fund (CPODX) is an MF managed by Morgan Stanley. Its largest position is Cloudflare, Inc. (NET), representing 13.93% of fund assets.
Morgan Stanley Insight Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CPODX
- Type:
- MF
- Manager:
- Morgan Stanley
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 28, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
Cloudflare, Inc.
|
13.93% | $155,996,754.12 | 756,018 |
|
-
DATABRICKS, INC. SERIES H PREFERRED SHARES
|
7.60% | $85,056,907.76 | 523,556 |
|
-
Tesla, Inc.
|
7.42% | $83,039,284.50 | 223,374 |
|
-
Royalty Pharma plc
|
7.35% | $82,257,229.08 | 1,714,764 |
|
-
QXO, Inc.
|
6.49% | $72,630,741.74 | 3,739,997 |
|
-
Opendoor Technologies Inc.
|
5.25% | $58,823,879.40 | 12,569,205 |
|
-
Roivant Sciences Ltd.
|
4.77% | $53,370,975.00 | 1,926,750 |
|
-
Roblox Corp
|
4.62% | $51,678,080.16 | 913,686 |
|
-
MORGAN STANLEY
|
4.60% | $51,541,769.16 | 51,541,769 |
|
-
AppLovin Corp
|
4.55% | $50,980,616.00 | 128,092 |
|
-
Affirm Holdings, Inc.
|
4.53% | $50,682,189.30 | 1,106,115 |
|
-
SHOPIFY INC.
|
4.10% | $45,865,490.58 | 386,659 |
|
-
FEDERAL NATIONAL MORTGAGE ASSOCIATION FANNIE MAE
|
3.73% | $41,750,778.96 | 5,750,796 |
|
-
Aurora Innovation, Inc.
|
3.58% | $40,101,224.84 | 9,733,307 |
|
-
IonQ, Inc.
|
3.40% | $38,058,713.64 | 1,320,108 |
|
-
MERCADOLIBRE INC
|
2.67% | $29,906,858.94 | 17,297 |
|
-
Strategy Inc
|
2.51% | $28,108,204.80 | 225,226 |
|
-
iShares Bitcoin Trust ETF
|
2.15% | $24,076,008.26 | 626,653 |
|
-
Arbutus Biopharma Corp
|
1.54% | $17,252,086.50 | 3,833,797 |
|
-
Palantir Technologies Inc.
|
1.53% | $17,091,794.04 | 116,843 |
|
-
BITMINE IMMERSION TECHNOLOGIES, INC.
|
1.29% | $14,398,475.18 | 727,931 |
|
-
Twenty One Capital, Inc.
|
0.77% | $8,623,808.00 | 1,347,470 |
|
-
XOMA ROYALTY CORP
|
0.71% | $7,907,404.53 | 252,069 |
|
-
Immunovant, Inc.
|
0.51% | $5,719,211.28 | 230,242 |
|
-
MORGAN STANLEY
|
0.49% | $5,518,601.15 | 5,518,601 |
|
-
agilon health, inc.
|
0.23% | $2,545,793.95 | 321,845 |
|
-
PROKIDNEY CORP.
|
0.18% | $2,003,729.58 | 1,119,402 |
|
-
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
|
0.16% | $1,742,716.15 | 1,742,716 |
|
-
Oddity Tech Ltd
|
0.14% | $1,521,306.00 | 113,700 |
|
-
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
|
0.08% | $858,287.70 | 858,288 |
|
-
BARCLAYS BANK PLC
|
0.07% | $754,853.87 | 1 |
|
-
BARCLAYS BANK PLC
|
0.07% | $754,853.87 | 472,374,137 |
|
-
LOOKOUT INC SER F CVT PFD PP
|
0.04% | $438,287.94 | 197,427 |
|
-
APPLIED MATERIALS INC /DE
|
0.03% | $384,671.55 | 1 |
|
-
STANDARD CHARTERED BANK
|
0.03% | $384,671.55 | 512,895,405 |
|
-
Opendoor Technologies Inc.
|
0.01% | $70,640.84 | 116,377 |
|
-
Opendoor Technologies Inc.
|
0.00% | $28,628.74 | 116,377 |
|
-
APPLIED MATERIALS INC /DE
|
0.00% | $28,592.46 | 1 |
|
-
STANDARD CHARTERED BANK
|
0.00% | $28,592.46 | 468,728,898 |
|
-
Opendoor Technologies Inc.
|
0.00% | $27,395.15 | 116,377 |
|
-
APPLIED MATERIALS INC /DE
|
0.00% | $332.47 | 1 |
|
-
GOLDMAN SACHS TRUST
|
0.00% | $332.47 | 332,468,224 |
|
-
APPLIED MATERIALS INC /DE
|
0.00% | $222.02 | 1 |
|
-
STANDARD CHARTERED BANK
|
0.00% | $222.02 | 222,022,032 |
|
-
MAGIC LEAP CL A COMMON
|
0.00% | $0.00 | 3,889 |
Advertisement (320x50)