MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

ARLO — Arlo Technologies, Inc.

Top Portfolio Positions

5,226 positions · $1,252,467,844,875 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.95%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.78%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.89%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.10%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

23 quarters · across all stocks

23 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,499,154	1,229,737	-10.5%	Shares	Defined	2026-05-15
2025-09-30	$23,297,127	1,374,462	+29.8%	Shares	Defined	2026-05-27
2025-03-31	$10,453,205	1,059,089	-2.8%	Shares	Defined	2025-05-15
2024-12-31	$12,193,292	1,089,660	-8.1%	Shares	Defined	2025-05-15
2024-09-30	$14,353,678	1,185,275	+13.5%	Shares	Defined	2025-05-14
2024-06-30	$13,615,204	1,044,111	-29.5%	Shares	Defined	2025-05-14
2024-03-31	$18,739,161	1,481,357	-6.8%	Shares	Defined	2024-10-17
2023-12-31	$15,130,209	1,589,308	+49.6%	Shares	Defined	2024-08-16
2023-09-30	$10,946,055	1,062,724	-33.6%	Shares	Defined	2023-11-15
2023-06-30	$17,459,302	1,600,303	+95.0%	Shares	Defined	2023-08-14
2023-03-31	$4,973,328	820,682	+27.8%	Shares	Defined	2023-05-15
2022-12-31	$2,253,142	641,922	+13.3%	Shares	Defined	2023-02-14
2022-09-30	$2,629,429	566,688	-7.3%	Shares	Defined	2022-11-14
2022-06-30	$3,834,922	611,631	+12.2%	Shares	Defined	2022-10-27
2022-03-31	$4,830,195	545,169	+21.1%	Shares	Defined	2022-10-27
2021-12-31	$4,721,725	450,117	-3.9%	Shares	Defined	2022-02-14
2021-09-30	$3,003,224	468,522	-33.8%	Shares	Defined	2021-11-15
2021-06-30	$4,789,482	707,457	+85.0%	Shares	Defined	2021-08-23
2021-03-31	$2,401,702	382,437	+13.0%	Shares	Defined	2021-05-17
2020-12-31	$2,637,077	338,521	+53.7%	Shares	Defined	2021-02-16
2020-09-30	$1,158,366	220,222	-1.0%	Shares	Defined	2020-11-13
2020-06-30	$573,999	222,481	+11.4%	Shares	Defined	2020-08-14
2020-03-31	$485,518	199,802	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.