Position in PURR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$69,993,242
+$69,354,302 QoQ
Shares Held
8,893,678
+6985.0% QoQ
Ownership
4.50%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 177 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PURR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. PURR ranks #28 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,030,974 | $7,110,916,164 | |
| 2 | SCHW |
Schwab Charles Corp
|
22,793,553 | $2,103,161,122 | |
| 3 | MS |
Morgan Stanley
|
6,085,858 | $1,272,187,752 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,105,436 | $1,013,373,115 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
8,315,961 | $520,828,628 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,146,242 | $447,928,898 | |
| 7 | HUT |
Hut 8 Corp.
|
3,320,981 | $383,390,646 | |
| 8 | IREN |
IREN Ltd
|
7,257,285 | $331,875,639 |
All Filings in PURR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,993,242 | 8,893,678 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $638,940 | 125,529 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $74,197 | 20,842 | Shares | Defined | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||