Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,853,766
-$2,023,174 QoQ
Shares Held
8,868
-62.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,108
of 2,723 holders
Holding Since
Mar 2024
4 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, 2026Concentric Capital Strategies, LP holds $14,720,044 across 10 Capital Markets names. MS ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,027 | $6,095,526 | |
| 2 | MS |
Morgan Stanley
This page
|
8,868 | $1,853,766 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
|
51,865 | $1,592,774 | |
| 4 | GLXY |
Galaxy Digital Inc.
|
58,234 | $1,592,117 | |
| 5 | WULF |
Terawulf Inc.
|
35,769 | $883,494 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
30,259 | $828,491 | |
| 7 | HUT |
Hut 8 Corp.
|
6,047 | $698,095 | |
| 8 | IREN |
IREN Ltd
|
11,347 | $518,898 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,853,766 | 8,868 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,876,940 | 23,558 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,239,122 | 74,574 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $2,231,874 | 23,703 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||