Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,148,900
-$8,614,059 QoQ
Shares Held
91,604
-45.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#439
of 2,723 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Voleon Capital Management LP holds $150,160,661 across 19 Capital Markets names. MS ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
307,632 | $30,849,336 | |
| 2 | IREN |
IREN Ltd
|
521,581 | $23,851,899 | |
| 3 | SCHW |
Schwab Charles Corp
|
239,746 | $22,121,363 | |
| 4 | MS |
Morgan Stanley
This page
|
91,604 | $19,148,900 | |
| 5 | SF |
Stifel Financial Corp
|
236,298 | $16,486,511 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
122,173 | $7,651,694 | |
| 7 | WULF |
Terawulf Inc.
|
267,388 | $6,604,483 | |
| 8 | OPY |
Oppenheimer Holdings Inc
|
44,658 | $4,713,205 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,148,900 | 91,604 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,762,959 | 168,700 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,095,137 | 34,333 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,449,590 | 21,701 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,845,478 | 27,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,698,798 | 74,559 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,902,256 | 62,856 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $38,030,000 | 500,000 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $58,896,000 | 600,000 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||