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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 2 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 LXP LXP INDUSTRIAL TRUST Real Estate 2,895,207 $25.9M 0.00% SOLD
22 VERINT SYS INC 1,259,933 $25.5M 0.00% SOLD
23 INVESCO EXCH TRD SLF IDX FD 966,503 $22.3M 0.00% SOLD
24 ZEEKR INTELLIGENT TECHNOLOGY 699,802 $21.3M 0.00% SOLD
25 VERITEX HLDGS INC 618,826 $20.7M 0.00% SOLD
26 HANESBRANDS INC 3,104,104 $20.5M 0.00% SOLD
27 SAPIENS INTL CORP N V 453,280 $19.5M 0.00% SOLD
28 MAC COPPER LIMITED 1,540,424 $18.8M 0.00% SOLD
29 LIGHT & WONDER INC 221,943 $18.6M 0.00% SOLD
30 ISHARES TR 793,424 $18.4M 0.00% SOLD
31 THE ODP CORP 603,221 $16.8M 0.00% SOLD
32 BBEM J P MORGAN EXCHANGE TRADED F 260,672 $16.5M 0.00% SOLD
33 PGIM ETF TR 325,000 $16.4M 0.00% SOLD
34 AKERO THERAPEUTICS INC 339,922 $16.1M 0.00% SOLD
35 ZIMVIE INC 826,452 $15.7M 0.00% SOLD
36 STEELCASE INC 774,769 $13.3M 0.00% SOLD
37 UBER TECHNOLOGIES INC 10,769,000 $13.1M 0.00% SOLD
38 TOURMALINE BIO INC 252,093 $12.1M 0.00% SOLD
39 VIMEO INC 1,539,529 $11.9M 0.00% SOLD
40 VITAL ENERGY INC 673,074 $11.4M 0.00% SOLD
Page 2 of 24  ·  476 positions
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%