MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

SKY — Champion Homes, Inc.

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.96%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.78%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.90%
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	2.11%
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 SKY

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,981,090	389,688	-3.7%	Shares	Defined	2026-05-15
2025-12-31	$34,207,963	404,828	-2.8%	Shares	Defined	2026-05-27
2025-09-30	$31,811,462	416,544	-4.5%	Shares	Defined	2026-05-27
2025-06-30	$27,313,171	436,243	-7.9%	Shares	Defined	2025-08-15
2025-03-31	$44,897,094	473,798	-21.4%	Shares	Defined	2025-05-15
2024-12-31	$53,101,478	602,741	+47.3%	Shares	Defined	2025-05-15
2024-09-30	$38,809,012	409,162	+54.7%	Shares	Defined	2025-05-14
2024-06-30	$17,917,567	264,466	+11.2%	Shares	Defined	2025-05-14
2024-03-31	$20,224,555	237,908	-35.4%	Shares	Defined	2024-10-17
2023-12-31	$27,360,127	368,437	+12.1%	Shares	Defined	2024-08-16
2023-09-30	$20,937,941	328,593	-9.6%	Shares	Defined	2023-11-15
2023-06-30	$23,794,998	363,560	+61.2%	Shares	Defined	2023-08-14
2023-03-31	$16,969,024	225,562	+49.6%	Shares	Defined	2023-05-15
2022-12-31	$7,764,407	150,736	-9.4%	Shares	Defined	2023-02-14
2022-09-30	$8,796,348	166,377	+18.2%	Shares	Defined	2022-11-14
2022-06-30	$6,674,312	140,749	-32.8%	Shares	Defined	2022-10-27
2022-03-31	$11,494,942	209,456	-17.5%	Shares	Defined	2022-10-27
2021-12-31	$20,046,937	253,823	+18.4%	Shares	Defined	2022-02-14
2021-09-30	$12,875,599	214,379	+80.7%	Shares	Defined	2021-11-15
2021-06-30	$6,323,616	118,642	+153.6%	Shares	Defined	2021-08-23
2021-03-31	$2,116,988	46,774	-34.4%	Shares	Defined	2021-05-17
2020-12-31	$2,204,813	71,261	-2.5%	Shares	Defined	2021-02-16
2020-09-30	$1,956,563	73,088	+5.6%	Shares	Defined	2020-11-13
2020-06-30	$1,684,057	69,189	+98.5%	Shares	Defined	2020-08-14
2020-03-31	$546,603	34,860	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.