Katamaran Capital’s MSCI MSCI Stock Holding History

Katamaran Capital’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,919	Closed	-$2.79M	–	40
2025 Q3	$2.79M	Buy	4,919 +1,788	+57%	+$1.01M	2.55%	18
2025 Q2	$1.81M	Buy	+3,131	New	+$1.73M	1.68%	21

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Katamaran Capital's MSCI Position: Q4 2025 in Review

Katamaran Capital sold out of MSCI (MSCI) in Q4 2025, closing a stake of 4,919 shares — an estimated $2.79M sold.

Katamaran Capital first reported a position in MSCI in Q2 2025 and held it in 2 quarters. The position peaked at $2.79M in Q3 2025. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

Katamaran Capital reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
Katamaran Capital sold 4,919 MSCI shares in Q4 2025, an estimated $2.79M.
Katamaran Capital first reported a position in MSCI in Q2 2025 and held it in 2 quarters.
Katamaran Capital's MSCI position peaked at $2.79M in Q3 2025.
1,080 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Katamaran Capital's 13F filing for Q4 2025, filed 4 Feb 2026.