AlTi Global, Inc.

Position in HLI — Houlihan Lokey, Inc.

CIK 1838615 NEW YORK, NY

Position in HLI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$214,876

-$17,788 QoQ

Shares Held

1,602

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#374

of 517 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AlTi Global, Inc. holds $49,161,292 across 5 Capital Markets names. HLI ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	27,379	$27,690,299
2	WULF	Terawulf Inc.	509,847	$12,593,220
3	SCHW	Schwab Charles Corp	58,184	$5,368,637
4	MS	Morgan Stanley	15,759	$3,294,260
5	HLI	Houlihan Lokey, Inc. This page	1,602	$214,876

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,876	1,602	-1.1%	Shares	Defined	2026-08-05
2026-03-31	$232,664	1,620	-3.4%	Shares	Defined	2026-05-07
2025-12-31	$292,116	1,677	—	Shares	Defined	2026-02-13
No filing history on record for this holder in this stock.