MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

NVR — Nvr Inc

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 NVR

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$212,067,313	32,181	+2.9%	Shares	Defined	2026-05-15
2025-12-31	$228,183,475	31,289	+2.7%	Shares	Defined	2026-05-27
2025-09-30	$244,848,228	30,474	-3.9%	Shares	Defined	2026-05-27
2025-06-30	$234,221,436	31,713	+5.6%	Shares	Defined	2025-08-15
2025-03-31	$217,462,095	30,018	+2.5%	Shares	Defined	2025-05-15
2024-12-31	$239,486,362	29,281	+4.1%	Shares	Defined	2025-05-15
2024-09-30	$275,956,862	28,125	+11.7%	Shares	Defined	2025-05-14
2024-06-30	$191,034,404	25,174	+0.8%	Shares	Defined	2025-05-14
2024-03-31	$202,345,093	24,981	+4.4%	Shares	Defined	2024-10-17
2023-12-31	$167,485,765	23,925	+0.3%	Shares	Defined	2024-08-16
2023-09-30	$142,308,179	23,864	+5.4%	Shares	Defined	2023-11-15
2023-06-30	$143,835,188	22,649	-13.4%	Shares	Defined	2023-08-14
2023-03-31	$145,707,185	26,149	-2.0%	Shares	Defined	2023-05-15
2022-12-31	$123,035,955	26,674	+37.3%	Shares	Defined	2023-02-14
2022-09-30	$77,484,909	19,434	-1.4%	Shares	Defined	2022-11-14
2022-06-30	$78,897,568	19,704	+51.3%	Shares	Defined	2022-10-27
2022-03-31	$58,195,123	13,027	-15.8%	Shares	Defined	2022-10-27
2021-12-31	$91,368,853	15,463	+39.0%	Shares	Defined	2022-02-14
2021-09-30	$53,348,520	11,128	-23.6%	Shares	Defined	2021-11-15
2021-06-30	$72,441,080	14,566	+46.2%	Shares	Defined	2021-08-23
2021-03-31	$46,944,415	9,965	-21.5%	Shares	Defined	2021-05-17
2020-12-31	$51,822,377	12,702	-35.9%	Shares	Defined	2021-02-16
2020-09-30	$80,923,352	19,819	-0.2%	Shares	Defined	2020-11-13
2020-06-30	$64,689,444	19,851	+103.9%	Shares	Defined	2020-08-14
2020-03-31	$25,010,285	9,735	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.