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These are the top 10 holdings of the best-performing US stock fund over the past year (SHOP, TWLO, MDB, VEEV, COUP, OKTA, SPOT, DXCM, WORK, ZM)

2020's top stock picker as measured by performance has leaned on work-from-home stocks to drive the bulk of gains year-to-date.

  • Morgan Stanley's Dennis Lynch is the portfolio manager of the Morgan Stanley Institutional Discovery Portfolio, which has posted a 12-month total return of 56.2%, ranking No. 1 among active funds that rely on fundamentals and don't use leverage.
  • Here are the top 10 holdings driving strong performance in Lynch's Discovery portfolio.
  • Visit Business Insider's homepage for more stories .
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Despite the turbulent stock market that saw a 20% drawdown in the first quarter and a 20% rise in the second quarter, some stock pickers are thriving amid the volatility.

Case in point, Morgan Stanley's Dennis Lynch, who is the head of the Counterpoint Global team and a portfolio manager of the Morgan Stanley Institutional Discovery Portfolio. The fund placed No. 1 in The Wall Street Journal's Winners' Circle contest.

The growth-oriented fund posted a 12-month total return of 56.2%, and was up 59.3% for the first half of 2020, according to The Journal.

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In June, Business Insider talked to Dennis Lynch, who broke down the stocks he sees having the most potential over the next decade. Lynch's investment style is to shy away from short-term predictions and instead focus on the long term.

Morgan Stanley's Discovery fund has a five-star rating from Morningstar and $2 billion in assets, according to Morningstar. The mid-cap growth fund has an expense ratio of 0.74% and requires a minimum initial investment of $5 million.

Here are the top 10 holdings of Morgan Stanley's Discovery fund as of May 31, according to data from Morgan Stanley.

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Portfolio weight: 3.97% First added to portfolio: Q4 2018 YTD return: 139.56%

Portfolio weight: 4.0% First added to portfolio: Q3 2015 YTD return: 93.46%

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Portfolio weight: 4.12% First added to portfolio: Q4 2018 YTD return: 74.03%

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Portfolio weight: 4.14% First added to portfolio: Q3 2018 YTD return: 79.65%

Portfolio weight: 4.22% First added to portfolio: Q2 2019 YTD return: 283.60%

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Portfolio weight: 4.49% First added to portfolio: Q2 2019 YTD return: 38.43%

Portfolio weight: 4.51% First added to portfolio: Q4 2018 YTD return: 68.70%

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Portfolio weight: 4.57% First added to portfolio: Q4 2016 YTD return: 74.57%

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Portfolio weight: 4.76% First added to portfolio: Q1 2018 YTD return: 96.27%

Portfolio weight: 5.76% First added to portfolio: Q4 2017 YTD return: 148.19%

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