MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

HLI — Houlihan Lokey, Inc.

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.96%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.78%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.90%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.11%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in HLI

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$228,644,327	1,592,009	+189.3%	Shares	Defined	2026-05-15
2025-12-31	$95,858,145	550,308	-1.6%	Shares	Defined	2026-05-27
2025-09-30	$114,832,187	559,284	-10.3%	Shares	Defined	2026-05-27
2025-06-30	$112,155,633	623,260	+14.0%	Shares	Defined	2025-08-15
2025-03-31	$88,307,875	546,798	-2.8%	Shares	Defined	2025-05-15
2024-12-31	$97,670,375	562,423	+7.0%	Shares	Defined	2025-05-15
2024-09-30	$83,080,274	525,758	-6.6%	Shares	Defined	2025-05-14
2024-06-30	$75,934,940	563,065	-24.2%	Shares	Defined	2025-05-14
2024-03-31	$95,168,250	742,400	+4.4%	Shares	Defined	2024-10-17
2023-12-31	$85,288,379	711,270	-1.6%	Shares	Defined	2024-08-16
2023-09-30	$77,452,254	723,042	-17.2%	Shares	Defined	2023-11-15
2023-06-30	$85,828,556	873,040	-4.7%	Shares	Defined	2023-08-14
2023-03-31	$80,110,211	915,650	-1.7%	Shares	Defined	2023-05-15
2022-12-31	$81,168,965	931,264	+127.6%	Shares	Defined	2023-02-14
2022-09-30	$30,836,899	409,086	-5.0%	Shares	Defined	2022-11-14
2022-06-30	$33,970,913	430,393	+45.4%	Shares	Defined	2022-10-27
2022-03-31	$25,993,627	296,055	+50.4%	Shares	Defined	2022-10-27
2021-12-31	$20,379,668	196,867	+3.1%	Shares	Defined	2022-02-14
2021-09-30	$17,579,586	190,875	+16.9%	Shares	Defined	2021-11-15
2021-06-30	$13,357,366	163,313	-2.9%	Shares	Defined	2021-08-23
2021-03-31	$11,183,987	168,155	-35.3%	Shares	Defined	2021-05-17
2020-12-31	$17,461,848	259,733	+108.7%	Shares	Defined	2021-02-16
2020-09-30	$7,348,181	124,440	+12.0%	Shares	Defined	2020-11-13
2020-06-30	$6,183,884	111,141	+150.6%	Shares	Defined	2020-08-14
2020-03-31	$2,311,885	44,357	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.