AP

Advantage Portfolio | MPAIX

Mutual Fund
MORGAN STANLEY INSTITUTIONAL FUND INC
Last update 2025-06-26 25 Stocks (2 new)
Value $181.00 Mil Turnover 13 %
Countries:
Top Holdings: NET(10.53%)DASH(7.42%)TSLA(6.50%)MELI(6.29%)SHOP(6.05%)
Summary Stock Picks Current Portfolio
Advantage Portfolio 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
168,700
19,010.8
-1.14%
10.530
-0.11%
0.050
+55.28%
+72.40%
64,344.8
Software
DASH
DoorDash Inc
73,279
13,393.2
-1.14%
7.420
-0.07%
0.020
+26.18%
+42.35%
101,190.1
Retail - Cyclical
TSLA
Tesla Inc
45,283
11,735.5
-1.14%
6.500
-0.11%
0.000
+11.63%
-21.84%
1,016,694.8
Vehicles & Parts
MELI
MercadoLibre Inc
5,819
11,352.1
+3.28%
6.290
+0.20%
0.010
+27.82%
+45.38%
125,326.4
Retail - Cyclical
SHOP
Shopify Inc
114,407
10,912.7
-1.14%
6.050
-0.07%
0.010
+14.03%
+7.94%
148,701.3
Software
MSTR
Strategy
36,358
10,480.9
+155.56%
5.810
+3.54%
0.010
+28.71%
+38.90%
112,373.7
Software
RPRX
Royalty Pharma PLC
295,859
9,210.1
+21.20%
5.100
+0.89%
0.070
+16.47%
+43.76%
15,249.4
Biotechnology
RBLX
Roblox Corp
156,285
9,109.9
-14.68%
5.050
-0.82%
0.020
+66.21%
+76.98%
69,456.3
Interactive Media
SNOW
Snowflake Inc
60,769
8,882.0
-1.14%
4.920
-0.06%
0.020
+41.21%
+40.76%
72,517.2
Software
CRWD
CrowdStrike Holdings Inc
25,029
8,824.7
+19.52%
4.890
+0.80%
0.010
+33.54%
+44.99%
123,652.0
Software

Advantage Portfolio's Historical Top Holdings Breakdowns

Advantage 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
TTD
The Trade Desk Inc
2025-03-31
Sold Out
Sold Out
-5.43%
●
53.59 ($90.47) 126.58
$73.58
-18.67%
Sold Out
0
-88,058
MSTR
Strategy
2025-03-31
Add
Add
+3.54%
●
239.27 ($317.51) 396.5
$402.28
26.70%
Add 155.56%
36,358
22,131
CNM
Core & Main Inc
2025-03-31
New Buy
New Buy
+2.68%
●
46.27 ($51.82) 57.26
$61.84
19.34%
New holding
100,155
100,155
XYZ
Block Inc
2025-03-31
Sold Out
Sold Out
-2.45%
●
54.04 ($74.64) 92.95
$69.22
-7.26%
Sold Out
0
-54,937
PCOR
Procore Technologies Inc
2025-03-31
Sold Out
Sold Out
-1.60%
●
65.21 ($75.46) 88.33
$70.35
-6.77%
Sold Out
0
-40,606
ASML
ASML Holding NV
2025-03-31
Reduce
Reduce
-1.24%
●
662.63 ($727.48) 776.99
$799.59
9.91%
Reduce -33.33%
6,804
-3,401
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-1.16%
●
190.26 ($217) 242.06
$219.92
1.35%
Reduce -23.01%
33,580
-10,036
DHR
Danaher Corp
2025-03-31
Add
Add
+1.15%
●
201.62 ($218.33) 250.59
$202.50
-7.25%
Add 76.33%
23,418
10,137
UBER
Uber Technologies Inc
2025-03-31
Sold Out
Sold Out
-1.11%
●
63.17 ($72.04) 81.49
$92.05
27.78%
Sold Out
0
-34,959
FNMA
Federal National Mortgage Association Fannie Mae
Federal National Mortgage Association Fannie Mae
2025-03-31
New Buy
New Buy
+0.98%
●
3.44 ($6.15) 7.7
$9.35
52.03%
New holding
280,447
280,447

Advantage Portfolio Total Holding History ($B)

To

Advantage Portfolio's Asset Allocation

To

Advantage Portfolio Past Portfolios

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

Top Ranked Articles

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Advantage Portfolio's Hypothetical Growth since 2025-03-31

Advantage Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Advantage Portfolio's Holdings Heat Map

Size field:

Advantage Portfolio's Holdings Bubble Chart

Advantage Portfolio News

  • 1

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