MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

CSWC — Capital Southwest 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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,070,697	184,028	-22.8%	Shares	Defined	2026-05-15
2025-12-31	$5,277,544	238,264	+1.9%	Shares	Defined	2026-05-27
2025-09-30	$5,109,619	233,743	+2.8%	Shares	Defined	2026-05-27
2025-06-30	$5,011,804	227,396	+42.3%	Shares	Defined	2025-08-15
2025-03-31	$3,566,689	159,798	-25.1%	Shares	Defined	2025-05-15
2024-12-31	$4,657,433	213,448	+29.8%	Shares	Defined	2025-05-15
2024-09-30	$4,159,216	164,461	-0.4%	Shares	Defined	2025-05-14
2024-06-30	$4,309,386	165,174	-14.0%	Shares	Defined	2025-05-14
2024-03-31	$4,795,263	192,118	+114.9%	Shares	Defined	2024-10-17
2023-12-31	$2,118,732	89,398	+1.8%	Shares	Defined	2024-08-16
2023-09-30	$2,010,894	87,812	+36.4%	Shares	Defined	2023-11-15
2023-06-30	$1,269,216	64,362	+81.1%	Shares	Defined	2023-08-14
2023-03-31	$631,757	35,532	-27.2%	Shares	Defined	2023-05-15
2022-12-31	$834,769	48,817	+105.6%	Shares	Defined	2023-02-14
2022-09-30	$402,305	23,749	-58.2%	Shares	Defined	2022-11-14
2022-06-30	$1,047,783	56,883	-13.1%	Shares	Defined	2022-10-27
2022-03-31	$1,553,364	65,460	+15.4%	Shares	Defined	2022-10-27
2021-12-31	$1,433,754	56,715	-32.7%	Shares	Defined	2022-02-14
2021-09-30	$2,122,849	84,307	-30.7%	Shares	Defined	2021-11-15
2021-06-30	$2,825,556	121,634	+94.3%	Shares	Defined	2021-08-23
2021-03-31	$1,387,370	62,607	+58.4%	Shares	Defined	2021-05-17
2020-12-31	$701,657	39,530	+6.1%	Shares	Defined	2021-02-16
2020-09-30	$523,333	37,248	-8.9%	Shares	Defined	2020-11-13
2020-06-30	$550,913	40,869	+39.4%	Shares	Defined	2020-08-14
2020-03-31	$334,776	29,315	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.