MGZZX holdings — Global Insight Portfolio
Global Insight Portfolio (MGZZX) held 47 positions with net assets of $56.2M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 68.9% of the fund, led by NET, Royalty Pharma PLC, TSLA.
MGZZX top holdings
- NET Cloudflare Inc — 13.48% ($7.58M)
- Royalty Pharma PLC — 8.94% ($5.03M)
- TSLA Tesla Inc — 8.16% ($4.59M)
- Roivant Sciences Ltd — 7.48% ($4.21M)
- AFRM Affirm Holdings Inc — 7.29% ($4.10M)
- AUR Aurora Innovation Inc — 4.91% ($2.76M)
- SPCX Space Exploration Technologies Corp — 4.82% ($2.71M)
- APP AppLovin Corp — 4.75% ($2.67M)
- MELI MercadoLibre Inc — 4.58% ($2.57M)
- SHOP Shopify Inc — 4.51% ($2.54M)
- IONQ IonQ Inc — 4.41% ($2.48M)
- QXO QXO Inc — 3.59% ($2.02M)
- OPEN Opendoor Technologies Inc — 2.86% ($1.61M)
- RBLX ROBLOX Corp — 2.73% ($1.53M)
- Spotify Technology SA — 2.39% ($1.34M)
- MSUXX Morgan Stanley & Co. LLC — 2.05% ($1.15M)
- FNMA Fannie Mae — 2.00% ($1.12M)
- MSTR Strategy Inc — 1.58% ($888K)
- IBIT iShares Bitcoin Trust ETF — 1.55% ($871K)
- Adyen NV — 1.42% ($800K)
- PLTR Palantir Technologies Inc — 0.85% ($478K)
- XOMA XOMA Royalty Corp — 0.83% ($469K)
- BMNR BitMine Immersion Technologies Inc — 0.83% ($465K)
- CRCL Circle Internet Group Inc — 0.73% ($411K)
- IMVT Immunovant Inc — 0.69% ($389K)
What are MGZZX's top 10 holdings?
NET (13.5%), Royalty Pharma PLC (8.9%), TSLA (8.2%), Roivant Sciences Ltd (7.5%), AFRM (7.3%), AUR (4.9%), SPCX (4.8%), APP (4.7%), MELI (4.6%), SHOP (4.5%).
How many stocks are in MGZZX?
Global Insight Portfolio reported 47 holdings as of June 30, 2026.
Share classes: MGZZX, MIGIX, MIGLX, MIGPX, MSPTX