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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 3 of 24  ·  476 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 COMPANHIA PARANAENSE DE ENER 1,102,280 $10.8M 0.00% SOLD
42 HEIDRICK & STRUGGLES INTL IN 213,848 $10.6M 0.00% SOLD
43 SPIRIT AEROSYSTEMS INC 7,007,000 $10.3M 0.00% SOLD
44 CANTOR EQUITY PARTNERS INC 447,071 $10.0M 0.00% SOLD
45 SURMODICS INC 320,037 $9.6M 0.00% SOLD
46 SCPHARMACEUTICALS INC 1,672,825 $9.5M 0.00% SOLD
47 PDD HOLDINGS INC 9,551,000 $9.5M 0.00% SOLD
48 PROS HOLDINGS INC 377,087 $8.6M 0.00% SOLD
49 MERUS N V 88,195 $8.3M 0.00% SOLD
50 SANDSTORM GOLD LTD 656,201 $8.2M SOLD
51 MRC GLOBAL INC 560,217 $8.1M SOLD
52 SOUTHERN CO 6,999,000 $7.9M SOLD
53 PROSHARES TR II 705,856 $7.4M SOLD
54 AVIDXCHANGE HOLDINGS INC 728,603 $7.2M SOLD
55 ISHARES TR 266,500 $7.1M SOLD
56 HPP HUDSON PAC PPTYS INC Real Estate 2,444,660 $6.7M SOLD
57 89BIO INC 444,767 $6.5M SOLD
58 ALLIANT ENERGY CORP 5,813,000 $6.3M SOLD
59 TORTOISE SUSTAINABLE & SOCIA 489,722 $5.8M SOLD
60 POTBELLY CORP 333,313 $5.7M SOLD
Page 3 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%