MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

CGNX — Cognex 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 CGNX

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$68,301,556	1,394,194	-8.1%	Shares	Defined	2026-05-15
2025-12-31	$54,586,330	1,517,130	+6.0%	Shares	Defined	2026-05-27
2025-09-30	$64,811,473	1,430,717	-25.5%	Shares	Defined	2026-05-27
2025-06-30	$60,939,919	1,921,183	+86.5%	Shares	Defined	2025-08-15
2025-03-31	$30,734,889	1,030,335	+9.2%	Shares	Defined	2025-05-15
2024-12-31	$33,836,056	943,560	-12.0%	Shares	Defined	2025-05-15
2024-09-30	$43,446,494	1,072,753	-21.9%	Shares	Defined	2025-05-14
2024-06-30	$64,229,297	1,373,595	+33.3%	Shares	Defined	2025-05-14
2024-03-31	$43,707,442	1,030,350	-10.0%	Shares	Defined	2024-10-17
2023-12-31	$47,768,879	1,144,439	+26.3%	Shares	Defined	2024-08-16
2023-09-30	$38,467,695	906,402	-2.1%	Shares	Defined	2023-11-15
2023-06-30	$51,840,791	925,398	-2.0%	Shares	Defined	2023-08-14
2023-03-31	$46,770,883	943,913	+0.5%	Shares	Defined	2023-05-15
2022-12-31	$44,240,336	939,086	+13.5%	Shares	Defined	2023-02-14
2022-09-30	$34,280,472	827,032	-4.0%	Shares	Defined	2022-11-14
2022-06-30	$36,648,579	861,914	+365.5%	Shares	Defined	2022-10-27
2022-03-31	$14,284,628	185,154	-21.9%	Shares	Defined	2022-10-27
2021-12-31	$18,427,871	236,984	-24.5%	Shares	Defined	2022-02-14
2021-09-30	$25,191,804	314,034	-41.6%	Shares	Defined	2021-11-15
2021-06-30	$45,231,588	538,151	+32.0%	Shares	Defined	2021-08-23
2021-03-31	$33,845,973	407,832	-24.4%	Shares	Defined	2021-05-17
2020-12-31	$43,312,035	539,445	-48.6%	Shares	Defined	2021-02-16
2020-09-30	$68,333,318	1,049,667	+15.7%	Shares	Defined	2020-11-13
2020-06-30	$54,199,122	907,554	+370.7%	Shares	Defined	2020-08-14
2020-03-31	$8,141,239	192,829	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.