MORGAN STANLEY

CIK
0000895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

4,291 positions · $308,763,789,965 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
87,961,848 $23,913,307,993 7.74%
SPY
Spdr S&P 500 Etf Trust
28,519,065 $19,447,720,801 6.30%
MSFT
Microsoft Corp
Technology
38,928,000 $18,826,359,358 6.10%
GOOGL
Alphabet Inc.
Communication Services
53,006,668 $16,591,087,084 5.37%
AVGO
Broadcom Inc.
Technology
27,698,356 $9,586,401,009 3.10%
NVDA
Nvidia Corp
Technology
48,710,302 $9,084,471,321 2.94%
TSLA
Tesla, Inc.
Consumer Cyclical
19,770,108 $8,891,012,966 2.88%
JPM
Jpmorgan Chase & Co
Financial Services
19,421,710 $6,258,063,394 2.03%
MA
Mastercard Inc
Financial Services
10,767,138 $6,146,743,736 1.99%
V
Visa Inc.
Financial Services
12,069,768 $4,232,988,333 1.37%

Portfolio Trend

51 quarters · across all stocks

Holdings in BBDC

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $620,778 67,623
2025-09-30 $266,400 30,411
2025-06-30 $553,380 60,545
2025-03-31 $18 2
2024-12-31 $6,690,626 699,125
2024-09-30 $2,303 235
2024-06-30 $24,295 2,497
2024-03-31 $379,066 40,760
2023-12-31 $4,008,181 467,154
2023-09-30 $3,290,291 369,281
2023-06-30 $2,761,780 352,268
2023-03-31 $2,501,082 314,998
2022-12-31 $2,662,751 326,718
2022-09-30 $3,262,936 394,551
2022-06-30 $3,793,610 407,477
2022-03-31 $4,426,057 428,052
2021-12-31 $1,988,327 180,429
2021-09-30 $2,072,696 188,085
2021-06-30 $2,010,983 190,434
2021-03-31 $1,799,064 180,267
2020-12-31 $1,043,436 113,417
2020-09-30 $524,320 65,540
2020-06-30 $513,463 64,668
2020-03-31 $647,132 86,515