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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 40 of 192  ·  3,828 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 FROG JFROG LTD Technology 1,562,151.0 $97.6M 0.01% +1.3M +550.2% $62.46 +14.4%
782 EHC ENCOMPASS HEALTH CORP Healthcare 919,028.0 $97.5M 0.01% +131K +16.6% $106.14 -1.6%
783 SLYG SPDR SERIES TRUST 1,035,279.0 $97.5M 0.01% +261K +33.8% $94.19 +13.9%
784 CRTO CRITEO S A Communication Services 4,723,794.0 $97.4M 0.01% +839K +21.6% $20.61 -16.7%
785 STLA STELLANTIS N.V Consumer Cyclical 8,918,850.0 $97.1M 0.01% +299K +3.5% $10.89 -30.9%
786 AYI ACUITY INC Industrials 269,101.0 $96.9M 0.01% +60K +28.5% $360.04 -21.9%
787 ALK ALASKA AIR GROUP INC Industrials 1,921,213.0 $96.6M 0.01% +280K +17.1% $50.30 -18.3%
788 SEI SOLARIS ENERGY INFRAS INC Energy 2,091,364.0 $96.1M 0.01% +200K +10.6% $45.97 +55.4%
789 TDC TERADATA CORP DEL Technology 3,151,388.0 $95.9M 0.01% +1.1M +56.3% $30.44 +8.7%
790 NFG NATIONAL FUEL GAS CO Energy 1,194,300.0 $95.6M 0.01% +63K +5.6% $80.06 +1.5%
791 DAR DARLING INGREDIENTS INC Consumer Defensive 2,649,084.0 $95.4M 0.01% +83K +3.2% $36.00 +60.7%
792 EMD WESTERN ASSET EMERGING MKTS Financial Services 8,968,464.0 $95.3M 0.01% +354K +4.1% $10.63 -3.0%
793 SGOL ETFS GOLD TR Financial Services 2,319,730.0 $95.3M 0.01% +124K +5.7% $41.08 +5.3%
794 SCHP SCHWAB STRATEGIC TR 3,596,264.0 $95.3M 0.01% +193K +5.7% $26.49 +0.5%
795 LBRDK LIBERTY BROADBAND CORP Communication Services 1,958,989.0 $95.2M 0.01% +126K +6.8% $48.60 -28.3%
796 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 1,085,208.0 $94.9M 0.01% +43K +4.1% $87.42 -23.1%
797 YOU CLEAR SECURE INC Technology 2,696,837.0 $94.6M 0.01% +152K +6.0% $35.08 +76.8%
798 BILI BILIBILI INC Technology 3,846,849.0 $94.6M 0.01% +2.5M +187.2% $24.59 -28.5%
799 BSM BLACK STONE MINERALS L P Energy 7,107,673.0 $94.5M 0.01% +2.6M +57.1% $13.29 +4.6%
800 AWI ARMSTRONG WORLD INDS INC NEW Industrials 493,726.0 $94.4M 0.01% +33K +7.2% $191.10 -17.8%
Page 40 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%