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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 31 of 143  ·  2,849 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TSHA TAYSHA GENE THERAPIES INC Healthcare 18,078,518.0 $99.4M 0.01% -1.2M -6.4% $5.50 -5.6%
602 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 6,373,202.0 $99.4M 0.01% -1.3M -17.1% $15.59 +6.4%
603 IYC ISHARES TR 961,133.0 $99.1M 0.01% -103K -9.7% $103.13 -1.4%
604 AGI ALAMOS GOLD INC NEW Basic Materials 2,548,632.0 $98.3M 0.01% -567K -18.2% $38.58 +2.4%
605 SBSW SIBANYE STILLWATER LTD Basic Materials 6,898,349.0 $98.3M 0.01% -2.8M -28.5% $14.25 -20.0%
606 FLS FLOWSERVE CORP Industrials 1,414,342.0 $98.1M 0.01% -123K -8.0% $69.38 -7.2%
607 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,476,005.0 $98.0M 0.01% -227K -13.3% $66.39 +16.2%
608 NTNX NUTANIX INC Technology 1,886,770.0 $97.5M 0.01% -1.3M -40.6% $51.69 -6.6%
609 CCC CCC INTELLIGENT SOLUTIONS HL Technology 12,233,467.0 $97.3M 0.01% -969K -7.3% $7.95 -42.3%
610 RSPT INVESCO EXCHANGE TRADED FD T 2,125,719.0 $96.7M 0.01% -204K -8.8% $45.51 +28.6%
611 FXR FIRST TR EXCHANGE TRADED FD 1,206,216.0 $96.3M 0.01% -274K -18.5% $79.87 +6.2%
612 HLI HOULIHAN LOKEY INC Financial Services 550,308.0 $95.9M 0.01% -9K -1.6% $174.19 -15.7%
613 CVLT COMMVAULT SYS INC Technology 764,565.0 $95.8M 0.01% -115K -13.0% $125.36 -18.7%
614 SIGI SELECTIVE INS GROUP INC Financial Services 1,145,193.0 $95.8M 0.01% -61K -5.0% $83.67 +5.6%
615 CE CELANESE CORP DEL Basic Materials 2,265,023.0 $95.8M 0.01% -229K -9.2% $42.28 +26.5%
616 RBRK RUBRIK INC. Technology 1,242,771.0 $95.0M 0.01% -440K -26.1% $76.48 -15.9%
617 CR CRANE COMPANY Industrials 512,884.0 $94.6M 0.01% -6K -1.2% $184.43 -9.2%
618 KWR QUAKER HOUGHTON Basic Materials 688,173.0 $94.5M 0.01% -65K -8.7% $137.31 -2.4%
619 MKSI MKS INC. Technology 590,521.0 $94.4M 0.01% -62K -9.5% $159.80 +84.0%
620 TRNO TERRENO RLTY CORP Real Estate 1,603,575.0 $94.1M 0.01% -53K -3.2% $58.71 +10.5%
Page 31 of 143  ·  2,849 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%