MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

TFII — TFI International 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 TFII

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$56,556,142	520,631	+71.4%	Shares	Defined	2026-05-15
2025-12-31	$31,397,728	303,800	-46.7%	Shares	Defined	2026-05-27
2025-09-30	$50,187,064	569,919	-55.8%	Shares	Defined	2026-05-27
2025-06-30	$115,739,756	1,290,730	+89.9%	Shares	Defined	2025-08-15
2025-03-31	$52,637,959	679,638	+243.7%	Shares	Defined	2025-05-15
2024-12-31	$26,710,937	197,727	-34.1%	Shares	Defined	2025-05-15
2024-09-30	$41,047,558	299,858	-2.0%	Shares	Defined	2025-05-14
2024-06-30	$44,396,021	305,842	+30.0%	Shares	Defined	2025-05-14
2024-03-31	$37,517,106	235,276	-50.1%	Shares	Defined	2024-10-17
2023-12-31	$64,110,214	471,468	-35.6%	Shares	Defined	2024-08-16
2023-09-30	$94,003,180	732,055	+38.4%	Shares	Defined	2023-11-15
2023-06-30	$60,285,976	529,010	+53.5%	Shares	Defined	2023-08-14
2023-03-31	$41,105,303	344,583	+3.3%	Shares	Defined	2023-05-15
2022-12-31	$33,446,777	333,667	+54.6%	Shares	Defined	2023-02-14
2022-09-30	$19,528,023	215,827	-8.3%	Shares	Defined	2022-11-14
2022-06-30	$18,890,122	235,303	-30.8%	Shares	Defined	2022-10-27
2022-03-31	$36,191,244	339,792	+2.5%	Shares	Defined	2022-10-27
2021-12-31	$37,171,413	331,562	-77.4%	Shares	Defined	2022-02-14
2021-09-30	$149,706,470	1,465,125	+148.6%	Shares	Defined	2021-11-15
2021-06-30	$53,734,982	589,264	-19.5%	Shares	Defined	2021-08-23
2021-03-31	$54,697,104	731,636	+31.2%	Shares	Defined	2021-05-17
2020-12-31	$28,759,972	557,580	+9.3%	Shares	Defined	2021-02-16
2020-09-30	$21,340,117	510,163	+96.1%	Shares	Defined	2020-11-13
2020-06-30	$9,220,615	260,102	-16.1%	Shares	Defined	2020-08-14
2020-03-31	$6,844,805	309,860	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.