MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

TFIN — Triumph Financial, 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 TFIN

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,070,394	336,413	+34.2%	Shares	Defined	2026-05-15
2025-12-31	$15,699,584	250,672	-17.8%	Shares	Defined	2026-05-27
2025-09-30	$15,269,151	305,139	+7.2%	Shares	Defined	2026-05-27
2025-06-30	$15,694,001	284,776	+34.3%	Shares	Defined	2025-08-15
2025-03-31	$12,253,307	211,995	-6.0%	Shares	Defined	2025-05-15
2024-12-31	$20,497,162	225,541	+5.5%	Shares	Defined	2025-05-15
2024-09-30	$17,006,523	213,811	+37.9%	Shares	Defined	2025-05-14
2024-06-30	$12,672,392	155,014	-31.4%	Shares	Defined	2025-05-14
2024-03-31	$17,911,960	225,819	-19.5%	Shares	Defined	2024-10-17
2023-12-31	$22,504,275	280,672	+32.1%	Shares	Defined	2024-08-16
2023-09-30	$13,767,612	212,496	+49.4%	Shares	Defined	2023-11-15
2023-06-30	$8,637,232	142,247	-2.5%	Shares	Defined	2023-08-14
2023-03-31	$8,472,924	145,934	-8.9%	Shares	Defined	2023-05-15
2022-12-31	$7,829,457	160,210	+12.5%	Shares	Defined	2023-02-14
2022-09-30	$7,738,893	142,390	+6.8%	Shares	Defined	2022-11-14
2022-06-30	$8,342,184	133,347	-79.5%	Shares	Defined	2022-10-27
2022-03-31	$61,306,584	652,059	+616.9%	Shares	Defined	2022-10-27
2021-12-31	$10,831,395	90,959	+19.6%	Shares	Defined	2022-02-14
2021-09-30	$7,614,884	76,050	-43.3%	Shares	Defined	2021-11-15
2021-06-30	$9,954,250	134,064	+139.5%	Shares	Defined	2021-08-23
2021-03-31	$4,332,368	55,981	-26.9%	Shares	Defined	2021-05-17
2020-12-31	$3,719,414	76,610	+22.5%	Shares	Defined	2021-02-16
2020-09-30	$1,946,716	62,515	-8.0%	Shares	Defined	2020-11-13
2020-06-30	$1,648,587	67,927	-2.9%	Shares	Defined	2020-08-14
2020-03-31	$1,818,310	69,935	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.