GI

Global Insight Portfolio | MIGIX

Mutual Fund
Global Insight Portfolio
Last update 2024-08-23 29 Stocks (1 new)
Value $60.00 Mil Turnover 4 %
Countries:
Top Holdings: NET(8.88%)MELI(7.33%)TSLA(6.17%)SHOP(6.08%)XAMS:ADYEN(5.99%)
Portfolio Report
Summary Stock Picks Current Portfolio
Global Insight Portfolio Top Holdings of 2024-06-30 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
64,147
5313.300
-9.43%
8.880
-0.87%
0.020
+12.88%
+5.34%
29970.747
Software
MELI 		MercadoLibre Inc
2,669
4386.230
-14.43%
7.330
-0.91%
0.010
+17.68%
+32.99%
105958.152
Retail - Cyclical
TSLA 		Tesla Inc
18,641
3688.680
-4.49%
6.170
-0.21%
0.000
+26.43%
+1.19%
807137.401
Vehicles & Parts
SHOP 		Shopify Inc
55,033
3634.930
-14.42%
6.080
-0.96%
0.000
+52.26%
+2.14%
102231.440
Software
XAMS:ADYEN 		Adyen NV
3,015
3580.840
-15.76%
5.990
-1.28%
0.010
+36.03%
+19.99%
44062.778
Software
GLBE 		Global E Online Ltd
93,686
3397.990
-9.28%
5.680
-0.47%
0.060
+21.84%
-1.89%
6492.656
Retail - Cyclical
GRAB 		Grab Holdings Inc
953,217
3383.920
-14.42%
5.660
-0.68%
0.020
+30.12%
+24.33%
16596.590
Software
TTD 		The Trade Desk Inc
29,683
2899.140
-14.42%
4.850
-0.59%
0.010
+44.12%
+66.68%
59160.647
Software
RPRX 		Royalty Pharma PLC
106,873
2818.240
-2.63%
4.710
-0.12%
0.020
+1.07%
+0.26%
12341.543
Biotechnology
AFRM 		Affirm Holdings Inc
90,844
2744.400
-0.98%
4.590
-0.04%
0.030
+85.67%
-7.20%
14318.245
Software

Global Insight Portfolio's Historical Top Holdings Breakdowns

Global Insight 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
CVNA 		Carvana Co2024-06-30Reduce
-2.90%
●
69.16 ($100.64) 132.88
$235.68
134.18%
Reduce -55.95%
19,325
-24,550
GBTC 		Grayscale Bitcoin Trust2024-06-30Sold Out
-2.76%
●
50.64 ($58.3) 63.96
$55.17
-5.37%
Sold Out
0
-32,517
IBIT 		iShares Bitcoin Trust ETF2024-06-30New Buy
+2.55%
●
32.39 ($37.35) 40.95
$39.51
5.78%
New holding
44,600
44,600
MSTR 		MicroStrategy Inc2024-06-30Reduce
-2.06%
●
102.83 ($144.09) 172.72
$227.80
58.10%
Reduce -38.63%
14,280
-899
XAMS:ADYEN 		Adyen NV2024-06-30Reduce
-1.28%
●
1113.2 (€1267.46) 1562.4
€1,399.80
10.44%
Reduce -15.76%
3,015
-564
DLO 		DLocal Ltd2024-06-30Reduce
-1.12%
●
7.48 ($11.74) 16.62
$8.33
-29.05%
Reduce -78.04%
16,030
-56,970
SHOP 		Shopify Inc2024-06-30Reduce
-0.96%
●
56.97 ($66.33) 78.19
$79.57
19.96%
Reduce -14.42%
55,033
-9,276
MELI 		MercadoLibre Inc2024-06-30Reduce
-0.91%
●
1356.43 ($1578.7) 1787.73
$2,090.01
32.39%
Reduce -14.43%
2,669
-450
NET 		Cloudflare Inc2024-06-30Reduce
-0.87%
●
67.43 ($80.68) 97
$87.71
8.71%
Reduce -9.43%
64,147
-6,677
DASH 		DoorDash Inc2024-06-30Reduce
-0.68%
●
108.78 ($120.46) 140.95
$159.46
32.38%
Reduce -13.58%
23,299
-3,660

Global Insight Portfolio Total Holding History ($B)

To

Global Insight Portfolio's Asset Allocation

To

Global Insight Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

Global Insight Portfolio's Hypothetical Growth since 2024-06-30

Global Insight Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Global Insight Portfolio's Holdings Heat Map

Size field:

Global Insight Portfolio's Holdings Bubble Chart

Global Insight Portfolio News

  • 1

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