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Global Opportunities Portfolio

CIK: 0001475712 International
Report date: 2026-06-24
AUM $13.4B
Expense Ratio
Category International
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-24

Holdings

From latest SEC N-PORT filing · US-listed stocks only

73 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 LNTH LANTHEUS HOLDINGS INC Since 2026-07-07 516544AB9 Debt
0.03%
$4.09 3,205,000
2 RBRK RUBRIK INC Since 2026-07-07 781154AC3 Debt
0.02%
$3.04 3,370,000
3 AVT AVNET INC Since 2026-07-07 053807AY9 Debt
0.02%
$3.30 2,525,000
4 MKSI MKS INC Since 2026-07-07 55306NAB0 Debt
0.04%
$4.96 2,520,000
5 QXO QXO INC Since 2026-07-07 Equity (Preferred)
0.14%
$19.34 2,014
6 AUNA AUNA SA Since 2026-07-07 Debt
0.03%
$3.67 3,515,897
7 BL BLACKLINE INC Since 2026-07-07 09239BAF6 Debt
0.02%
$2.32 2,525,000
8 CRWV COREWEAVE INC Since 2026-07-07 21873SAH1 Debt
0.00%
$0.34 285,000
9 EEFT EURONET WORLDWIDE INC Since 2026-07-07 298736AM1 Debt
0.02%
$2.09 2,315,000
10 ABG ASBURY AUTOMOTIVE GROUP Since 2026-07-07 043436AX2 Debt
0.07%
$9.14 9,530,000
11 RPD RAPID7 INC Since 2026-07-07 753422AF1 Debt
0.01%
$0.77 815,000
12 AUNA AUNA SA Since 2026-07-07 05151AAA1 Debt
0.04%
$5.60 5,369,858
13 ICE Intercontinental Exchange, Inc. Since 2026-07-07 DCR
0.00%
50,000
14 LITE LUMENTUM HOLDINGS INC Since 2026-07-07 55024UAF6 Debt
0.04%
$5.73 835,000
15 VSNT VERSANT MEDIA GROUP INC Since 2026-07-07 925283AA1 Debt
0.06%
$7.52 7,240,000
16 DFH DREAM FINDERS HOMES INC Since 2026-07-07 26154DAB6 Debt
0.05%
$6.23 6,350,000
17 DASH DOORDASH INC Since 2026-07-07 25809KAA3 Debt
0.03%
$3.93 4,110,000
18 LITE LUMENTUM HOLDINGS INC Since 2026-07-07 55024UAJ8 Debt
0.04%
$5.54 1,130,000
19 ICE Intercontinental Exchange, Inc. Since 2026-07-07 DCR
-0.59%
$-79.04 3,798,377,252
20 EVRG EVERGY INC Since 2026-07-07 30034WAD8 Debt
0.02%
$2.61 1,910,000
21 ZD ZIFF DAVIS INC Since 2026-07-07 48123VAE2 Debt
0.01%
$1.21 1,230,000
22 RPD RAPID7 INC Since 2026-07-07 753422AH7 Debt
0.01%
$0.80 970,000
23 XYZ BLOCK INC Since 2026-07-07 852234AK9 Debt
0.01%
$1.52 1,615,000
24 BLDR BUILDERS FIRSTSOURCE INC Since 2026-07-07 12008RAP2 Debt
0.07%
$9.45 10,170,000
25 ALLY ALLY FINANCIAL INC Since 2026-07-07 02005NBM1 Debt
0.12%
$15.97 16,000,000
26 LAR Lithium Argentina AG Since 2026-07-07 Equity (Common)
0.00%
$0.11 10,800
27 ICE Intercontinental Exchange, Inc. Since 2026-07-07 DCR
-0.00%
$-0.13 8,615,000
28 FOUR SHIFT4 PAYMENTS INC Since 2026-07-07 82452JAD1 Debt
0.03%
$3.46 3,655,000
29 DXCM DEXCOM INC Since 2026-07-07 252131AM9 Debt
0.01%
$1.69 1,825,000
30 ZTS ZOETIS INC Since 2026-07-07 98978VAY9 Debt
0.03%
$3.37 3,400,000
31 NET CLOUDFLARE INC Since 2026-07-07 18915MAE7 Debt
0.03%
$3.60 3,125,000
32 NVMI NOVA LTD Since 2026-07-07 66982MAA2 Debt
0.01%
$1.85 1,075,000
33 ARCO Arcos Dorados Holdings Inc Since 2026-07-07 Equity (Common)
0.00%
$0.10 11,500
34 CNP CENTERPOINT ENERGY INC Since 2026-07-07 15189TBQ9 Debt
0.02%
$3.25 3,065,000
35 CLF CLEVELAND-CLIFFS INC Since 2026-07-07 185899AP6 Debt
0.07%
$8.91 8,900,000
36 FIVN FIVE9 INC Since 2026-07-07 338307AF8 Debt
0.01%
$1.59 1,835,000
37 DDOG DATADOG INC Since 2026-07-07 23804LAD5 Debt
0.03%
$3.52 3,484,000
38 MARA MARA HOLDINGS INC Since 2026-07-07 565788AH9 Debt
0.02%
$2.98 3,115,000
39 XIFR XPLR INFRASTRUCTURE LP Since 2026-07-07 65341BAG1 Debt
0.03%
$4.20 4,215,000
40 ITRI ITRON INC Since 2026-07-07 465741AR7 Debt
0.02%
$2.02 2,150,000
41 COIN COINBASE GLOBAL INC Since 2026-07-07 19260QAJ6 Debt
0.04%
$5.78 6,820,000
42 NRG NRG ENERGY INC Since 2026-07-07 629377DG4 Debt
0.03%
$4.46 4,480,000
43 NTNX NUTANIX INC Since 2026-07-07 67059NAK4 Debt
0.02%
$2.88 3,095,000
44 POST POST HOLDINGS INC Since 2026-07-07 737446AT1 Debt
0.02%
$3.15 2,810,000
45 BILL BILL HOLDINGS INC Since 2026-07-07 090043AF7 Debt
0.02%
$2.76 3,100,000
46 LILAK Liberty Latin America Ltd Since 2026-07-07 Equity (Common)
0.02%
$3.20 385,000
47 MOG.B MOOG INC Since 2026-07-07 615394AP8 Debt
0.01%
$0.95 950,000
48 WFC WELLS FARGO & COMPANY Since 2026-07-07 949746804 Equity (Preferred)
0.03%
$4.05 3,400
49 ZS ZSCALER INC. Since 2026-07-07 98980GAC6 Debt
0.03%
$3.92 4,305,000
50 CNP CENTERPOINT ENERGY INC Since 2026-07-07 15189TBD8 Debt
0.01%
$1.90 1,585,000
51 MS Morgan Stanley & Co. LLC Since 2026-07-07 61747C707 STIV
13.60%
$1828.55 1,828,547,193
52 ETSY ETSY INC Since 2026-07-07 29786AAN6 Debt
0.03%
$3.40 3,750,000
53 ICE Intercontinental Exchange, Inc. Since 2026-07-07 DCR
-0.00%
$-0.37 36,570,000
54 CRWV COREWEAVE INC Since 2026-07-07 21873SAD0 Debt
0.06%
$7.93 6,100,000
55 CLSK CLEANSPARK INC Since 2026-07-07 18452BAD2 Debt
0.01%
$1.98 2,200,000
56 BBIO BRIDGEBIO PHARMA INC Since 2026-07-07 10806XAK8 Debt
0.03%
$3.43 3,450,000
57 AMTM AMENTUM HOLDINGS INC Since 2026-07-07 02352BAA3 Debt
0.06%
$7.90 7,630,000
58 AUNA Auna SA Since 2026-07-07 Equity (Common)
0.02%
$2.83 559,000
59 ATEC ALPHATEC HOLDINGS INC Since 2026-07-07 02081GAD4 Debt
0.01%
$1.01 1,020,000
60 UBER UBER TECHNOLOGIES INC Since 2026-07-07 90353TAR1 Debt
0.03%
$3.58 3,270,000
61 ALNY ALNYLAM PHARMACEUTICALS Since 2026-07-07 02043QAC1 Debt
0.02%
$3.17 3,405,000
62 ICE Intercontinental Exchange, Inc. Since 2026-07-07 DCR
0.00%
$0.19 15,372,000
63 GPN GLOBAL PAYMENTS INC Since 2026-07-07 37940XAU6 Debt
0.02%
$3.30 3,665,000
64 AKAM AKAMAI TECHNOLOGIES INC Since 2026-07-07 00971TAN1 Debt
0.03%
$3.55 3,195,000
65 CCS CENTURY COMMUNITIES Since 2026-07-07 156504AN2 Debt
0.04%
$5.06 5,080,000
66 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAK0 Debt
0.02%
$3.27 3,290,000
67 HRI HERC HOLDINGS INC Since 2026-07-07 42704LAH7 Debt
0.02%
$3.29 3,275,000
68 AFRM AFFIRM HOLDINGS INC Since 2026-07-07 00827BAD8 Debt
0.03%
$3.60 3,405,000
69 WK WORKIVA INC Since 2026-07-07 98139AAD7 Debt
0.02%
$3.16 3,380,000
70 SNOW SNOWFLAKE INC Since 2026-07-07 833445AD1 Debt
0.01%
$1.68 1,435,000
71 AKAM AKAMAI TECHNOLOGIES INC Since 2026-07-07 00971TAP6 Debt
0.05%
$6.32 4,805,000
72 EA ELECTRONIC ARTS INC Since 2026-07-07 67123SAB5 LON
0.01%
$2.00 2,000,000
73 UBER UBER TECHNOLOGIES INC Since 2026-07-07 90353TAM2 Debt
0.03%
$4.11 3,360,000
Frequently Asked Questions — Global Opportunities Portfolio
What type of mutual fund is Global Opportunities Portfolio?
Global Opportunities Portfolio is a SEC-registered International fund, with $13.4B in assets under management. This fund holds a diversified portfolio of securities according to its stated investment mandate as registered with the SEC. As of its latest SEC N-PORT filing, Global Opportunities Portfolio holds 73 portfolio positions, all detailed in the holdings table on this page.
What are Global Opportunities Portfolio's assets under management (AUM)?
Global Opportunities Portfolio has $13.4B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Global Opportunities Portfolio's top holdings?
According to Global Opportunities Portfolio's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include LANTHEUS HOLDINGS INC, RUBRIK INC, AVNET INC , among others. The complete list of all 73 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Global Opportunities Portfolio's expense ratio?
Expense ratio data for Global Opportunities Portfolio is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Global Opportunities Portfolio's SEC filings?
Global Opportunities Portfolio is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001475712. You can access all of Global Opportunities Portfolio's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001475712). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Global Opportunities Portfolio's holdings data on StockSifting?
Holdings data for Global Opportunities Portfolio on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.