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Equibles

MORGAN STANLEY

Location
NEW YORK, NY
Portfolio Value
Large $99,173,399,163
Diversification
Diversified
Filing Date
Global Rank
#6 / 8,578 —
Top Industry
Semiconductors 9.6%
3Y Alpha vs SPY
-4.7%
Period ended 3 months ago
Filed May 15, 2026 · 31d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+57.5%
SPY
+77.5%
Annualised alpha
-4.7%
Max drawdown
−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

5,226 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
5.0%
+0.0 pts
Top 5
19.1%
−1.1 pts
Top 10
27.6%
−1.0 pts
HHI
112
Jun 2023 → Mar 2026 · range 99 – 123
Diversified−7

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 27.9% $349,808,708,926
Financial Services 13.9% $174,275,270,466
Healthcare 10.0% $125,449,201,670
Consumer Cyclical 9.9% $124,293,065,748
Industrials 9.4% $117,453,546,086
Communication Services 7.9% $99,173,399,163
Consumer Defensive 5.1% $64,109,935,729
Energy 4.8% $60,468,931,172
Unclassified 4.2% $52,213,761,143
Utilities 2.6% $32,332,804,603
Basic Materials 2.5% $30,989,861,863
Real Estate 1.7% $21,899,358,306

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
OPEN +51,188,766 102,774,968 $480,986,845
VALE +33,462,227 46,025,401 $732,264,126
SAN +21,969,770 78,079,188 $880,733,235
GRAB +21,013,309 133,501,940 $488,617,092
NU +20,277,682 141,628,383 $2,035,199,856
NVDA +19,220,362 342,954,346 $59,811,237,934
AUR +14,702,733 192,442,063 $792,861,295
AAPL +13,991,687 244,474,722 $62,045,239,682
FITB +13,798,408 24,776,241 $1,151,104,148
NFLX +13,668,151 99,018,124 $9,520,592,610
CRM +12,666,457 31,675,603 $5,912,884,800
AMZN +12,345,516 173,925,856 $36,223,538,016
SPXX +11,997,085 12,227,809 $196,500,889
SPY +11,178,224 40,502,730 $26,340,545,421
ITUB +9,198,791 12,179,414 $102,063,486
HDB +9,116,744 30,807,471 $766,489,871
VZ +9,070,852 74,068,170 $3,718,222,126
PBR +8,431,288 20,519,121 $425,771,758
HBAN +8,208,452 34,521,184 $540,256,519
B +8,075,667 23,431,914 $955,787,767
SOFI +7,935,401 21,258,767 $337,589,212
QXO +7,504,983 74,634,716 $1,449,406,180
STLA +7,180,456 16,099,306 $114,144,077
IQ +7,007,662 14,795,470 $19,973,880
EVGO +6,498,912 9,178,776 $15,787,491

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
ABEV −35,141,322 10,321,306 $30,138,209
RPRX −11,702,436 43,571,633 $2,090,131,227
AVTR −11,370,131 6,098,287 $47,810,565
INTC −11,259,882 53,989,387 $2,382,551,638
IOT −10,651,348 8,417,014 $266,735,168
KVYO −9,479,400 5,067,690 $98,617,244
CNM −9,151,179 5,435,680 $268,522,583
PLUG −8,960,196 5,719,421 $12,925,887
INFY −8,174,618 42,752,938 $577,592,185
FCX −8,034,589 26,227,652 $1,541,661,378
ALIT −7,787,474 2,079,155 $1,212,143
FSLY −6,879,737 1,459,497 $42,412,977
ABT −6,625,937 30,101,596 $3,090,530,851
ROIV −6,531,228 51,828,325 $1,435,644,595
SLV −5,847,704 12,225,525 $833,047,270
QS −5,767,618 5,358,879 $34,189,644
IBN −5,655,120 48,117,738 $1,246,249,407
SU −5,369,347 7,508,552 $496,390,369
CWAN −5,308,699 2,546,987 $60,236,236
YMM −5,257,205 9,512,637 $78,954,884
ACHR −5,242,320 10,475,202 $54,156,790
DELL −5,235,786 6,647,871 $1,091,115,060
BTBT −5,229,911 1,291,460 $1,691,809
MPT −5,220,570 6,734,293 $31,179,773
CMG −5,079,573 18,030,236 $577,147,844

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
AZN 6,969,314 $1,374,488,098
AMCR 5,261,194 $209,132,457
SUNB 2,812,539 $183,068,161
QGEN 4,190,913 $167,804,153
PNFP 1,627,480 $140,191,118
INDV 3,505,817 $106,857,299
VSNT 1,803,757 $66,775,075
EQPT 1,232,476 $25,105,530
MDA 724,923 $18,355,048
ASST 1,513,010 $15,160,355
ATAI 3,852,772 $13,638,809
AWP 1,046,205 $11,560,564
FPS 322,518 $9,440,099
DFTX 438,573 $8,289,025
HSLV 1,080,097 $6,350,969
YSS 283,663 $6,288,805
BOBS 423,159 $4,972,117
GSOL 768,303 $4,709,697
GENB 337,302 $4,216,275
PAYP 157,762 $3,366,641
MANE 51,690 $3,264,222
SCZM 317,506 $2,721,024
FSOL 260,646 $2,541,298
JAN 104,643 $2,466,434
GGR 691,340 $2,405,863

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
AGL 53,877,223 $928,035,162
EXAS 3,250,329 $330,103,408
BXMX 12,037,265 $176,947,793
FUBO 1,892,608 $57,232,462
NGD 4,620,607 $40,245,482
XFLT 1,672,500 $40,140,000
TGNA 1,888,199 $36,649,937
DIAX 1,714,813 $26,168,044
COOK 396,840 $21,429,360
PIPR 204,613 $17,377,264
ADV 523,792 $11,523,424
BBUC 285,373 $10,239,179
XLO 839,850 $7,525,056
GRTUF 92,679 $5,485,667
TVGN 250,258 $4,141,769
RVPH 337,315 $1,888,964
DVS 285,175 $1,257,620
MODD 53,000 $578,760
FWDI 82,930 $548,166
ORGN 82,173 $522,620
KXIN 5,679 $442,110
ANEB 399,404 $403,397
NOTE 187,949 $276,285
CMCT 6,607 $245,119
ZNB 2,035 $118,030

Portfolio Positions

Export CSV View 13F filing
207 positions · $99,173,399,163 total · Communication Services only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 151–200 of 207 positions by value · page 4 of 5
Ticker Company Shares Value (USD) % of Portfolio History
JOYY
JOYY Inc.
Communication Services 		849,228 $49,586,420 0.05%
SIRI
Sirius Xm Holdings Inc.
Communication Services 		2,156,763 $49,778,086 0.05%
PSO
Pearson PLC
Communication Services 		3,998,813 $52,504,410 0.05%
WMG
Warner Music Group Corp.
Communication Services 		2,259,609 $57,710,408 0.06%
TIGO
Millicom International Cellular SA
Communication Services 		778,415 $58,334,416 0.06%
CHT
Chunghwa Telecom Co Ltd
Communication Services 		1,494,683 $63,135,407 0.06%
VSNT
Versant Media Group, Inc.
Communication Services 		1,803,757 $66,775,075 0.07%
TKC
Turkcell Iletisim Hizmetleri A S
Communication Services 		11,232,475 $67,731,823 0.07%
TDS
Telephone & Data Systems Inc /De/
Communication Services 		1,698,564 $71,509,538 0.07%
BILI
Bilibili Inc.
Communication Services 		3,171,179 $71,541,795 0.07%
MSGE
Madison Square Garden Entertainment Corp.
Communication Services 		1,255,671 $73,971,573 0.07%
TME
Tencent Music Entertainment Group
Communication Services 		8,116,088 $75,317,292 0.08%
LUMN
Lumen Technologies, Inc.
Communication Services 		11,890,687 $82,640,270 0.08%
CRTO
Criteo S.A.
Communication Services 		4,919,825 $88,212,457 0.09%
SKM
Sk Telecom Co Ltd
Communication Services 		3,049,374 $89,316,160 0.09%
NXST
Nexstar Media Group, Inc.
Communication Services 		498,354 $90,117,348 0.09%
MSGS
Madison Square Garden Sports Corp.
Communication Services 		306,999 $98,669,475 0.10%
MTCH
Match Group, Inc.
Communication Services 		3,316,940 $101,863,221 0.10%
NTES
NetEase, Inc.
Communication Services 		941,521 $105,393,854 0.11%
KT
Kt Corp
Communication Services 		4,986,169 $106,953,321 0.11%
AMX
America Movil Sab De Cv/
Communication Services 		4,372,988 $111,423,729 0.11%
RCI
Rogers Communications Inc
Communication Services 		3,161,685 $121,566,784 0.12%
LLYVA
Liberty Live Holdings, Inc.
Communication Services 		1,330,676 $121,943,145 0.12%
NWSA
News Corp
Communication Services 		5,753,796 $143,442,128 0.14%
PSKY
Paramount Skydance Corp
Communication Services 		16,035,662 $144,641,665 0.15%
BCE
Bce Inc
Communication Services 		6,020,210 $151,950,098 0.15%
BZ
Kanzhun Ltd
Communication Services 		11,582,559 $155,090,461 0.16%
ROKU
Roku, Inc
Communication Services 		1,730,796 $163,767,911 0.17%
PINS
Pinterest, Inc.
Communication Services 		8,974,365 $164,589,845 0.17%
TU
Telus Corp
Communication Services 		13,824,621 $177,369,884 0.18%
NYT
New York Times Co
Communication Services 		2,120,772 $177,572,231 0.18%
VOD
Vodafone Group Public Ltd Co
Communication Services 		12,221,133 $183,561,414 0.19%
TTD
Trade Desk, Inc.
Communication Services 		8,767,560 $198,935,930 0.20%
SATS
EchoStar CORP
Communication Services 		1,967,074 $230,285,348 0.23%
SPHR
Sphere Entertainment Co.
Communication Services 		2,046,988 $240,316,388 0.24%
FOXA
Fox Corp
Communication Services 		4,198,312 $245,181,415 0.25%
RDDT
Reddit, Inc.
Communication Services 		2,053,883 $276,555,339 0.28%
NBIS
Nebius Group N.V.
Communication Services 		3,665,034 $380,283,921 0.38%
CHTR
Charter Communications, Inc. /Mo/
Communication Services 		1,939,463 $418,691,267 0.42%
OMC
Omnicom Group Inc.
Communication Services 		6,925,544 $521,562,710 0.53%
TTWO
Take Two Interactive Software Inc
Communication Services 		2,645,736 $522,532,857 0.53%
LYV
Live Nation Entertainment, Inc.
Communication Services 		4,043,080 $616,610,125 0.62%
EA
Electronic Arts Inc.
Communication Services 		3,244,371 $661,429,906 0.67%
BIDU
Baidu, Inc.
Communication Services 		6,514,644 $725,861,628 0.73%
WBD
Warner Bros. Discovery, Inc.
Communication Services 		30,924,739 $849,193,324 0.86%
TKO
TKO Group Holdings, Inc.
Communication Services 		5,252,833 $1,059,233,768 1.07%
CMCSA
Comcast Corp
Communication Services 		42,940,885 $1,232,832,799 1.24%
RBLX
Roblox Corp
Communication Services 		23,073,205 $1,305,020,467 1.32%
APP
AppLovin Corp
Communication Services 		5,604,841 $2,230,726,718 2.25%
TMUS
T-Mobile US, Inc.
Communication Services 		14,387,032 $3,021,708,322 3.05%

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