Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,120,348
+$9,805,013 QoQ
Shares Held
57,981
+312.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#515
of 2,723 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS 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. MS ranks #2 (19.2% 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
This page
|
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.
|
14,909 | $1,999,744 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,120,348 | 57,981 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,315,335 | 14,069 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $5,629,327 | 48,250 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $2,474,657 | 23,740 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $702,825 | 7,537 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,713,813 | 94,451 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $6,859,901 | 78,131 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,573,055 | 53,788 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $1,810,912 | 23,809 | Shares | Sole | 2022-08-11 | |
| 2020-03-31 | $1,563,218 | 45,977 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||