Position in ATLC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,031,802
+$344,711 QoQ
Shares Held
10,091
-22.9% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 148 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in ATLC Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $33,711,831,426 across 50 Credit Services names. ATLC ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
45,960,354 | $15,768,537,842 | |
| 2 | MA |
Mastercard Inc
|
15,001,503 | $7,704,771,929 | |
| 3 | AXP |
American Express Co
|
13,121,109 | $4,438,215,113 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
23,000,269 | $1,875,671,929 | |
| 5 | COF |
Capital One Financial Corp
|
8,768,807 | $1,759,198,050 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
10,324,704 | $445,820,708 | |
| 7 | SYF |
Synchrony Financial
|
4,633,326 | $352,364,433 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
19,521,442 | $350,019,448 |
All Filings in ATLC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,031,802 | 10,091 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $687,091 | 13,095 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,247,277 | 18,630 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,176,476 | 88,366 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,368,319 | 43,257 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $496,562 | 9,708 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $825,987 | 14,808 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $601,340 | 17,142 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $220,169 | 7,813 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $286,013 | 9,666 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $454,252 | 11,747 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $147,455 | 4,865 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $323,096 | 7,691 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $195,604 | 7,210 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $242,217 | 9,245 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $190,243 | 7,253 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $237,850 | 6,763 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $636,237 | 12,285 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $618,198 | 8,668 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,084,173 | 20,433 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $117,112 | 2,950 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $97,783 | 3,224 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $176,104 | 7,150 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $32,356 | 2,719 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $38,971 | 3,769 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $26,644 | 2,686 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||