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Portfolio (Quarterly) Guide ↗

MORGAN STANLEY

· CIK 0000895421
13F Portfolio $1.67T AUM 45,420 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 515 New 3828 Added 2849 Reduced 476 Exited
Page 117 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 FOR FORESTAR GROUP INC Real Estate 222,147.0 $5.5M +9K +4.3% $24.63 +6.4%
2322 HUYA HUYA INC Communication Services 1,883,997.0 $5.4M +504K +36.5% $2.88 -6.2%
2323 BRUKER CORP 14,815.0 $5.4M +3K +23.5% $366.00
2324 HLLY HOLLEY INC Consumer Cyclical 1,311,520.0 $5.4M +600K +84.2% $4.13 -40.9%
2325 EWCZ EUROPEAN WAX CTR INC Consumer Defensive 1,500,493.0 $5.4M +1.2M +386.4% $3.60 +61.7%
2326 DDL DINGDONG CAYMAN LTD Consumer Defensive 2,166,824.0 $5.4M +1.4M +165.5% $2.49 +3.6%
2327 PIE INVESCO EXCH TRADED FD TR II 227,987.0 $5.4M +10K +4.6% $23.64 +30.9%
2328 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 435,058.0 $5.4M +86K +24.7% $12.34 -12.0%
2329 ENTA ENANTA PHARMACEUTICALS INC Healthcare 339,918.0 $5.4M +57K +20.3% $15.77 -12.3%
2330 RC READY CAPITAL CORP Real Estate 2,448,413.0 $5.3M +882K +56.3% $2.18 -16.5%
2331 GOGO GOGO INC Communication Services 1,143,529.0 $5.3M +214K +23.0% $4.66 -14.2%
2332 TIPT TIPTREE INC Financial Services 291,076.0 $5.3M +112K +62.2% $18.27 -7.6%
2333 LYFT INC 4,422,000.0 $5.3M +2.9M +186.8% $1.20
2334 CSWC CAPITAL SOUTHWEST CORP Financial Services 238,264.0 $5.3M +5K +1.9% $22.15 +4.2%
2335 BMBL BUMBLE INC Technology 1,475,363.0 $5.3M +575K +63.9% $3.57 -14.3%
2336 DRD DRDGOLD LIMITED Basic Materials 169,493.0 $5.3M +21K +14.0% $31.01 -15.6%
2337 QTRX QUANTERIX CORP Healthcare 822,998.0 $5.2M +17K +2.1% $6.36 -60.4%
2338 SANA SANA BIOTECHNOLOGY INC Healthcare 1,285,045.0 $5.2M +409K +46.6% $4.07 -23.6%
2339 KREF KKR REAL ESTATE FIN TR INC Real Estate 634,797.0 $5.2M +24K +4.0% $8.22 -22.0%
2340 BSMV INVESCO EXCH TRD SLF IDX FD 246,749.0 $5.2M +103K +72.2% $21.14 -1.6%
Page 117 of 192  ·  3,828 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Financial Services 17.2%
Healthcare 10.2%
Consumer Cyclical 10.1%
Communication Services 9.9%
Industrials 8.6%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 2.6%
Basic Materials 2.1%