Position in HLI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,999,744
-$1,579,410 QoQ
Shares Held
14,909
-40.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#189
of 514 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FORA Capital, LLC holds $63,073,708 across 12 Capital Markets names. HLI ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,016,327 | $13,527,312 | |
| 2 | MS |
Morgan Stanley
|
57,981 | $12,120,348 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
375,850 | $10,290,773 | |
| 4 | HUT |
Hut 8 Corp.
|
68,760 | $7,937,998 | |
| 5 | GS |
Goldman Sachs Group Inc
|
6,349 | $6,421,188 | |
| 6 | IREN |
IREN Ltd
|
95,352 | $4,360,446 | |
| 7 | SCHW |
Schwab Charles Corp
|
29,544 | $2,726,024 | |
| 8 | HLI |
Houlihan Lokey, Inc.
This page
|
14,909 | $1,999,744 |
All Filings in HLI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,999,744 | 14,909 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,579,154 | 24,921 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,088,687 | 6,250 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $612,151 | 3,525 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $229,127 | 1,699 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $374,522 | 4,745 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $847,182 | 9,649 | Shares | Sole | 2022-05-12 | |
| 2020-12-31 | $356,991 | 5,310 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $310,843 | 5,964 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||