These are the top 10 holdings of the best-performing US stock fund over the past year

• 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.

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.

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.

Read More: GOLDMAN SACHS: Buy these 13 stocks that are poised to crush the market within the next 2 weeks as earnings season gets underway

10. Twilio

Jeff Lawson, (C) Founder, CEO, & Chairman of Communications software provider Twilio Inc., rings the opening bell to celebrate his company's IPO at the New York Stock Exchange (NYSE) in New York City, U.S., June 23, 2016.      Reuters/Brendan McDermid

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

9. DexCom

Joey Hadden/Business Insider

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

8. Spotify Technology

A trader is reflected in a computer screen displaying the Spotify brand before the company begins selling as a direct listing on the floor of the New York Stock Exchange in New York      Reuters

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

7. Okta

Okta Headquarters      Okta

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

6. Zoom Video

Eric Yuan, CEO of Zoom Video Communications takes part in a bell ringing ceremony at the NASDAQ MarketSite in New York, New York, U.S., April 18, 2019.      Carlo Allegri/Reuters

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

5. Slack Technologies

The Slack Technologies Inc. logo is seen on a banner outside the New York Stock Exchange (NYSE) during thew company's IPO in New York      Reuters

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

4. MongoDB

MongoDB

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

3. Veeva Systems

Veeva Systems

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

2. Coupa Software

Coupa Software

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

1. Shopify

An employee works at Shopify's headquarters in Ottawa      Reuters

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