# Portfolio overlap — MSJSX vs MPAIX

Comparing **Global Endurance Portfolio** (2026-03-31) and **Advantage Portfolio** (2026-03-31).

- Shared positions: 6
- Global Endurance Portfolio covered by Advantage Portfolio: 0.1360389231913064893204988656
- Advantage Portfolio covered by Global Endurance Portfolio: 0.1360389231913064893204988656

## Global Endurance Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ROIVANT SCIENCES LTD | 0.087728 | ✓ |
| VICTORIA PLC | 0.079210 |  |
| QXO INC | 0.053885 |  |
| TELEFLEX INC | 0.051567 |  |
| IMMUNOVANT INC | 0.046827 |  |
| CALUMET INC | 0.046773 |  |
| ARBUTUS BIOPHARMA CORP | 0.043074 |  |
| APPIAN CORP CL A | 0.042042 |  |
| FLOOR & DECOR-A | 0.036323 |  |
| ROYALTY PHARMA PLC | 0.031946 | ✓ |
| CONSTELLATION SOFTWARE INC | 0.028820 |  |
| URBAN OUTFITTERS | 0.025211 |  |
| HCA HEALTHCARE INC | 0.024777 |  |
| DRAFTKINGS INC | 0.024348 |  |
| TEMPUR SEALY INTERNATIONAL INC | 0.024119 |  |
| COPART INC | 0.023816 | ✓ |
| ECHOSTAR CORP CL A | 0.023314 |  |
| INSMED INC | 0.023158 |  |
| SOTERA HEALTH CO | 0.021584 |  |
| COOPER COS INC | 0.021430 |  |
| BELITE BIO INC ADR | 0.021158 |  |
| FASTLY INC CL A | 0.020874 |  |
| CORPAY INC | 0.020784 |  |
| MSILF-TR SEC-INS | 0.019279 | ✓ |
| COLLIERS-SUBORD | 0.017791 |  |
| USA TODAY CO INC | 0.016483 |  |
| VEEVA SYSTEMS-A | 0.015078 |  |
| TRANSDIGM GROUP INC | 0.014832 | ✓ |
| TD SYNNEX CORP | 0.014045 |  |
| CORE & MAIN IN-A | 0.013555 | ✓ |
| GUIDEWIRE SOFTWARE INC | 0.012190 |  |
| TRADE DESK INC-A | 0.011957 |  |
| SMURFIT WESTROCK PLC | 0.011596 |  |
| NEW YORK TIMES CO CL A | 0.010737 |  |
| REMY COINTREAU | 0.010445 |  |
| TALEN ENERGY CORP | 0.009244 |  |

## Advantage Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CLOUDFLARE INC-A | 0.130800 |  |
| ROYALTY PHARMA PLC | 0.072681 | ✓ |
| MSILF-TR SEC-INS | 0.070579 | ✓ |
| TESLA INC | 0.069178 |  |
| SHOPIFY INC CL A | 0.053437 |  |
| APPLOVIN CORP | 0.052849 |  |
| MEDLINE INC-A | 0.051486 |  |
| ROBLOX CORP - A | 0.046158 |  |
| ROIVANT SCIENCES LTD | 0.045985 | ✓ |
| DOORDASH INC-A | 0.043500 |  |
| SPOTIFY TECHNOLOGY SA | 0.041341 |  |
| STRATEGY INC CL A | 0.035008 |  |
| SNOWFLAKE INC CL A | 0.032606 |  |
| AIRBNB INC CLASS A | 0.025875 |  |
| CORE & MAIN IN-A | 0.024564 | ✓ |
| SAMSARA INC-CL A | 0.024205 |  |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.023427 |  |
| CROWDSTRIKE HOLDINGS INC | 0.022870 |  |
| SHS BEN INT | 0.017096 |  |
| COPART INC | 0.015396 | ✓ |
| AFFIRM HOLDINGS INC | 0.015295 |  |
| MSCI INC | 0.015276 |  |
| VERISK ANALYTICS INC | 0.015164 |  |
| ROLLINS INC | 0.015043 |  |
| ADYEN NV | 0.014865 |  |
| TRANSDIGM GROUP INC | 0.009878 | ✓ |
| COINBASE GLOBAL INC | 0.008332 |  |
| BIOGEN INC | 0.006157 |  |
| ZSCALER INC | 0.000657 |  |
| USD P IDR C @16250.00 EO | 0.000293 |  |
| ZSCALER INC CFD | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-054458` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/836487/000141036826054458/0001410368-26-054458-index.htm>
- N-PORT (fund B) — accession `0001410368-26-054452` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/836487/000141036826054452/0001410368-26-054452-index.htm>

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