MSCI β€” MSCI INC

Ownership history in Fairtree Asset Management (Pty) Ltd  Β·  5 quarters on record

AI Ownership Summary

Fairtree Asset Management (Pty) Ltd reported MSCI INC (MSCI) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.42% in 2025 Q4. The latest visible filing shows MSCI at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fairtree Asset Management (Pty) Ltd's position in MSCI INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSCI was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.42% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fairtree Asset Management (Pty) Ltd held MSCI β€” position size vs. price
% of Fund (quarterly)    MSCI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,374 +2,147 +66.5% 1.42% $3.1M 2026-02-14 (Est.) $526.06
2025 Q3 ADDED 3,227 +1,592 +97.4% 1.20% $1.8M 2025-11-12 $576.68
2025 Q2 UNCHANGED 1,635 β€” 0% 0.71% $943K 2025-08-13 $561.64
2025 Q1 ADDED 1,635 +442 +37.0% 0.74% $925K 2025-05-15 $567.75
2024 Q4 INITIATED 1,193 β€” β€” 0.68% $716K 2025-03-21 $555.07

🏒 Other funds also holding MSCI

As of 2026 Q1 β€” sorted by position size

Aspect Partners, LLC 0.0%

FAQ About Fairtree Asset Management (Pty) Ltd and MSCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fairtree Asset Management (Pty) Ltd reported owning MSCI?

Fairtree Asset Management (Pty) Ltd reported MSCI across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MSCI position in Fairtree Asset Management (Pty) Ltd's portfolio?

The largest reported portfolio weight for MSCI was 1.42% in 2025 Q4.

What is the latest reported MSCI position on this page?

The most recent filing on this page is 2025 Q4, when Fairtree Asset Management (Pty) Ltd reported 5,374 shares, equal to 1.42% of portfolio, with an estimated market value of $3.1M.

What does the chart on this MSCI ownership page compare?

The chart compares Fairtree Asset Management (Pty) Ltd's quarterly MSCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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