MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,189 positions · $313,524,545,538 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
90,510,747 $22,970,722,477 7.33%
SPY
Spdr S&P 500 Etf Trust
20,974,016 $13,640,241,563 4.35%
JPM
Jpmorgan Chase & Co
Financial Services
37,882,393 $11,143,484,723 3.55%
GOOGL
Alphabet Inc.
Communication Services
38,301,608 $11,014,010,392 3.51%
NVDA
Nvidia Corp
Technology
62,891,798 $10,968,329,569 3.50%
META
Meta Platforms, Inc.
Communication Services
14,125,738 $8,081,758,478 2.58%
LLY
ELI LILLY & Co
Healthcare
7,277,766 $6,693,870,826 2.14%
AMZN
Amazon Com Inc
Consumer Cyclical
32,102,051 $6,685,894,159 2.13%
HD
Home Depot, Inc.
Consumer Cyclical
19,541,498 $6,427,003,272 2.05%
WMT
Walmart Inc.
Consumer Defensive
41,980,282 $5,217,309,446 1.66%

Portfolio Trend

52 quarters · across all stocks

Holdings in OKLO

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Shares Held

Position Value (USD)

11 of 11 shown
Report Date Value (USD) Shares
2026-03-31 $38,778,884 781,990
2025-12-31 $413,409 5,761
2025-09-30 $90,949,537 814,741
2025-06-30 $669,528 11,958
2025-03-31 $33,720,043 1,558,948
2024-12-31 $4,622,448 217,732
2024-09-30 $360,545 44,567
2024-06-30 $2,289,957 270,361
2024-03-31 $1,302,188 114,027
2023-12-31 $34,151 3,234
2023-09-30 $66,923 6,466