UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK

861177

City

NEW YORK

State / Country

Stock

W — Wayfair Inc.

Top Portfolio Positions

3,057 positions · $462,638,919,368 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.50%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.79%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.11%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.33%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.81%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.61%
TSLA	Tesla, Inc. Consumer Cyclical	19,749,768	$7,341,976,247	1.59%
META	Meta Platforms, Inc. Communication Services	12,673,154	$7,250,691,590	1.57%
LLY	ELI LILLY & Co Healthcare	7,072,021	$6,504,632,749	1.41%
JPM	Jpmorgan Chase & Co Financial Services	18,698,779	$5,500,432,825	1.19%

Portfolio Trend

25 quarters · across all stocks

Holdings in W

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,636,959	247,799	-3.5%	Shares	Defined	2026-05-13
2025-12-31	$25,784,983	256,797	+0.0%	Shares	Defined	2026-02-13
2025-09-30	$22,938,154	256,780	-24.9%	Shares	Sole	2025-11-14
2025-06-30	$17,475,506	341,719	+34.2%	Shares	Defined	2025-08-14
2025-03-31	$8,158,197	254,705	-61.5%	Shares	Defined	2025-05-19
2024-12-31	$29,296,709	661,027	+15.0%	Shares	Defined	2025-02-14
2024-09-30	$32,286,697	574,701	-14.0%	Shares	Defined	2024-11-14
2024-06-30	$35,231,018	668,140	+30.8%	Shares	Defined	2024-08-14
2024-03-31	$34,663,324	510,656	+2.6%	Shares	Defined	2024-05-15
2023-12-31	$30,701,548	497,594	+47.2%	Shares	Defined	2024-02-14
2023-09-30	$20,477,624	338,082	-53.4%	Shares	Defined	2023-11-13
2023-06-30	$47,171,057	725,597	0.0%	Shares	Defined	2023-08-11
2023-03-31	$24,916,995	725,597	-6.6%	Shares	Defined	2023-05-15
2022-12-31	$25,561,576	777,184	-9.7%	Shares	Defined	2023-02-14
2022-09-30	$28,007,837	860,456	+12.5%	Shares	Defined	2022-11-14
2022-06-30	$33,302,835	764,528	+21.9%	Shares	Defined	2022-08-12
2022-03-31	$69,465,592	627,059	+50.3%	Shares	Defined	2022-05-16
2021-12-31	$79,273,146	417,293	+30.5%	Shares	Defined	2022-02-14
2021-09-30	$81,682,965	319,686	+3.8%	Shares	Defined	2021-11-15
2021-06-30	$97,194,160	307,859	+12.9%	Shares	Defined	2021-08-16
2021-03-31	$85,846,485	272,745	-1.2%	Shares	Defined	2021-05-14
2020-12-31	$62,357,654	276,151	-3.1%	Shares	Defined	2021-03-01
2020-09-30	$82,902,052	284,877	-2.1%	Shares	Defined	2020-11-13
2020-06-30	$57,492,056	290,937	-74.3%	Shares	Defined	2020-08-14
2020-03-31	$60,398,043	1,130,203	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.