MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

BLD — TopBuild Corp

Top Portfolio Positions

5,244 positions · $1,252,837,734,084 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	4.77%
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%

Portfolio Trend

25 quarters · across all stocks

Holdings in BLD

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$199,825,054	568,816	+22.9%	Shares	Defined	2026-05-15
2025-12-31	$193,092,214	462,840	+55.5%	Shares	Defined	2026-05-27
2025-09-30	$116,364,488	297,714	+33.8%	Shares	Defined	2026-05-27
2025-06-30	$72,014,988	222,447	+28.1%	Shares	Defined	2025-08-15
2025-03-31	$52,935,655	173,588	-24.8%	Shares	Defined	2025-05-15
2024-12-31	$71,891,203	230,909	-3.4%	Shares	Defined	2025-05-15
2024-09-30	$97,262,164	239,085	+14.5%	Shares	Defined	2025-05-14
2024-06-30	$80,418,945	208,734	+0.4%	Shares	Defined	2025-05-14
2024-03-31	$91,638,337	207,924	+13.9%	Shares	Defined	2024-10-17
2023-12-31	$68,330,138	182,574	-13.7%	Shares	Defined	2024-08-16
2023-09-30	$53,202,577	211,457	+32.1%	Shares	Defined	2023-11-15
2023-06-30	$42,575,964	160,048	-14.5%	Shares	Defined	2023-08-14
2023-03-31	$38,972,753	187,243	-9.4%	Shares	Defined	2023-05-15
2022-12-31	$32,346,636	206,701	-42.3%	Shares	Defined	2023-02-14
2022-09-30	$59,026,664	358,215	+79.4%	Shares	Defined	2022-11-14
2022-06-30	$33,378,673	199,681	+99.8%	Shares	Defined	2022-10-27
2022-03-31	$18,128,657	99,943	+13.5%	Shares	Defined	2022-10-27
2021-12-31	$24,286,423	88,023	+9.3%	Shares	Defined	2022-02-14
2021-09-30	$16,500,309	80,564	-39.3%	Shares	Defined	2021-11-15
2021-06-30	$26,271,707	132,833	+35.8%	Shares	Defined	2021-08-23
2021-03-31	$20,482,669	97,802	-33.4%	Shares	Defined	2021-05-17
2020-12-31	$27,018,339	146,775	+228.6%	Shares	Defined	2021-02-16
2020-09-30	$7,624,890	44,671	-61.5%	Shares	Defined	2020-11-13
2020-06-30	$13,201,413	116,036	-4.4%	Shares	Defined	2020-08-14
2020-03-31	$8,697,809	121,410	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.