MS

Morgan Stanley Discovery Portfolio

Mutual Fund
Brighthouse Funds Trust I
Last update 2024-08-29 37 Stocks (7 new)
Value $963.00 Mil Turnover 14 %
Countries:
Top Holdings: NET(8.89%)TTD(8.09%)DASH(7.40%)GLBE(5.91%)AFRM(5.73%)
Portfolio Report
Summary Stock Picks Current Portfolio
Morgan Stanley Discovery Portf... 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
1,033,394
85596.030
0%
8.890
0%
0.300
+18.78%
+9.60%
31316.445
Software
TTD 		The Trade Desk Inc
797,474
77889.290
0%
8.090
0%
0.160
+41.76%
+73.89%
61760.904
Software
DASH 		DoorDash Inc
655,007
71251.660
-10.51%
7.400
-0.99%
0.160
+37.38%
+73.32%
71198.915
Interactive Media
GLBE 		Global E Online Ltd
1,570,644
56967.260
+3.37%
5.910
+0.19%
0.940
+16.59%
+1.06%
6688.037
Retail - Cyclical
AFRM 		Affirm Holdings Inc
1,825,857
55159.140
0%
5.730
0%
0.590
+84.33%
-5.41%
14597.327
Software
IOT 		Samsara Inc
1,616,804
54486.290
+14.87%
5.660
+0.73%
0.290
+37.40%
+57.94%
29331.363
Software
RBLX 		Roblox Corp
1,368,910
50937.140
+10.58%
5.290
+0.51%
0.210
+40.97%
+14.61%
34386.152
Interactive Media
RPRX 		Royalty Pharma PLC
1,799,443
47451.310
+6.47%
4.930
+0.30%
0.400
+1.00%
-4.58%
11645.147
Biotechnology
CVNA 		Carvana Co
329,604
42426.630
-69.55%
4.400
-6.20%
0.270
+83.16%
+361.56%
31401.492
Vehicles & Parts
XAMS:ADYEN 		Adyen NV
31,399
37435.530
-6.49%
3.890
-0.35%
0.100
+19.20%
+9.09%
40058.788
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
CVNA 		Carvana Co2024-06-30Reduce
-6.20%
●
69.16 ($100.64) 132.88
$244.35
142.80%
Reduce -69.55%
329,604
-752,787
CART 		Maplebear Inc2024-06-30New Buy
+2.60%
●
30.13 ($34.42) 39.12
$47.74
38.70%
New holding
779,888
779,888
CHWY 		Chewy Inc2024-06-30New Buy
+1.93%
●
14.99 ($19.04) 29.99
$30.67
61.08%
New holding
680,812
680,812
ONON 		On Holding AG2024-06-30Reduce
-1.69%
●
30.4 ($36.54) 43.79
$51.49
40.91%
Reduce -43.39%
663,808
-508,721
CPNG 		Coupang Inc2024-06-30New Buy
+1.57%
●
18.2 ($21.68) 23.65
$24.17
11.49%
New holding
723,435
723,435
MSTR 		MicroStrategy Inc2024-06-30Reduce
-1.50%
●
102.83 ($144.09) 172.72
$270.42
87.67%
Reduce -27.68%
244,910
-9,372
ZS 		Zscaler Inc2024-06-30Sold Out
-1.50%
●
156.65 ($177.98) 192.19
$195.73
9.97%
Sold Out
0
-83,087
PCOR 		Procore Technologies Inc2024-06-30Add
+1.34%
●
63.05 ($69.38) 80.32
$70.46
1.56%
Add 55.96%
543,715
195,081
GTLB 		GitLab Inc2024-06-30New Buy
+1.22%
●
42.9 ($51.96) 59.53
$60.52
16.47%
New holding
235,399
235,399
SNOW 		Snowflake Inc2024-06-30New Buy
+1.13%
●
124.21 ($147.69) 165.04
$120.89
-18.15%
New holding
80,931
80,931

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

Top Ranked Articles

  • 1

Morgan Stanley Discovery Portfolio's Hypothetical Growth since 2024-06-30

Morgan Stanley Discovery Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Morgan Stanley Discovery Portfolio's Holdings Heat Map

Size field:

Morgan Stanley Discovery Portfolio's Holdings Bubble Chart

Morgan Stanley Discovery Portfolio News

  • 1

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