Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Broker-Dealer

CIK

1545545

Location

TOKYO, M0

Portfolio Value

Micro $39,279,491

Diversification

Diversified

Filing Date

Global Rank

#7,145 / 8,609 ▼ 477 · as of Mar 2026

Top Industry

Semiconductors 17.1%

3Y Alpha vs SPY

+36.5%

Period ended 4 months ago

Filed Apr 30, 2026 · 3mo

17 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+279.0%

SPY

+72.6%

Annualised alpha

+35.9%

Max drawdown

−29.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

153 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.2%

−9.4 pts

Top 5

13.1%

−12.1 pts

Top 10

21.4%

−14.8 pts

HHI

Diversified−177

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.5%	$16,686,433	40
Industrials	14.7%	$5,754,617	30
Financial Services	9.6%	$3,775,777	20
Consumer Cyclical	7.0%	$2,730,462	12
Consumer Defensive	6.7%	$2,633,470	14
Communication Services	5.7%	$2,237,288	9
Healthcare	4.9%	$1,906,359	10
Utilities	4.4%	$1,709,026	9
Energy	2.4%	$932,868	5
Basic Materials	1.5%	$577,565	3
Unclassified	0.9%	$335,626	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
CDNS	Cadence Design Systems Inc	+533	1,114	$309,547
COIN	Coinbase Global, Inc.	+447	1,082	$188,928
ASML	Asml Holding NV	+235	435	$574,561
RACE	Ferrari N.V.	+210	749	$253,499
ACN	Accenture plc	+192	955	$189,366
AXON	Axon Enterprise, Inc.	+168	416	$176,671
AVGO	Broadcom Inc.	+164	3,030	$937,815
NTES	NetEase, Inc.	+131	1,706	$190,969
ADI	Analog Devices Inc	+91	997	$317,185
TTWO	Take Two Interactive Software Inc	+52	963	$190,192
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QBTS	D-Wave Quantum Inc.	−43,668	21,332	$307,820
NVDA	Nvidia Corp	−36,215	6,025	$1,050,760
B	Barrick Mining Corp	−16,867	5,003	$204,072
PLTR	Palantir Technologies Inc.	−9,907	4,236	$619,642
ORCL	Oracle Corp	−7,937	2,188	$321,876
WDC	Western Digital Corp	−6,468	3,430	$927,780
CSCO	Cisco Systems, Inc.	−4,602	3,804	$295,152
CRDO	Credo Technology Group Holding Ltd	−4,259	3,241	$304,232
ANET	Arista Networks, Inc.	−3,883	2,550	$313,089
HOOD	Robinhood Markets, Inc.	−3,616	2,665	$184,684
STX	Seagate Technology Holdings plc	−3,021	2,475	$969,606
ARM	Arm Holdings PLC /Uk	−2,683	6,057	$916,302
FAST	Fastenal Co	−2,566	4,157	$192,884
TSLA	Tesla, Inc.	−2,460	840	$312,270
CRWD	CrowdStrike Holdings, Inc.	−2,245	796	$77,691
BAC	Bank Of America Corp /De/	−2,239	3,887	$189,491
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−2,205	958	$323,756
GOOGL	Alphabet Inc.	−1,978	1,112	$319,766
NFLX	Netflix Inc	−1,791	3,349	$322,006
T	At&T Inc.	−1,648	6,484	$187,971
AAPL	Apple Inc.	−1,357	1,236	$313,684
MNST	Monster Beverage Corp	−1,296	2,605	$188,758
MPWR	Monolithic Power Systems Inc	−1,121	295	$322,538
AMZN	Amazon Com Inc	−1,114	2,506	$521,924
WMT	Walmart Inc.	−1,089	1,535	$190,769
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	3,762	$1,270,954
AMD	Advanced Micro Devices Inc	3,067	$623,919
SNDK	Sandisk Corp	518	$329,106
LITE	Lumentum Holdings Inc.	454	$319,053
MKSI	Mks Inc	1,388	$318,976
LRCX	Lam Research Corp	1,477	$315,575
AMAT	Applied Materials Inc /De	923	$315,472
KEYS	Keysight Technologies, Inc.	1,112	$313,995
TER	Teradyne, Inc	1,051	$311,579
TDY	Teledyne Technologies Inc	511	$309,160
COHR	Coherent Corp.	1,285	$306,099
CRUS	Cirrus Logic, Inc.	2,102	$303,991
DELL	Dell Technologies Inc.	1,777	$291,659
ETR	Entergy Corp /De/	1,823	$204,832
AZN	Astrazeneca PLC	1,022	$201,558
ECHO	EchoStar CORP	1,683	$197,028
CSX	Csx Corp	4,741	$194,618
GWW	W.W. Grainger, Inc.	176	$191,982
NEE	Nextera Energy Inc	2,057	$191,054
TSN	Tyson Foods, Inc.	2,978	$190,800
SRE	Sempra	1,963	$190,744
BNY	Bank of New York Mellon Corp	1,607	$190,638
FIX	Comfort Systems USA Inc	138	$190,300
IBKR	Interactive Brokers Group, Inc.	2,833	$190,009
PNC	Pnc Financial Services Group, Inc.	913	$189,986
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VEON	VEON Ltd.	24,597	$1,293,064
FER	Ferrovial N.V.	19,575	$1,264,740
ALNY	Alnylam Pharmaceuticals, Inc.	2,682	$1,066,497
CRWV	CoreWeave, Inc.	10,089	$722,473
INTU	Intuit Inc.	822	$544,509
CRM	Salesforce, Inc.	1,832	$485,315
CHKP	Check Point Software Technologies Ltd	2,147	$398,397
ROP	Roper Technologies Inc	861	$383,256
APP	AppLovin Corp	436	$293,785
ROL	Rollins Inc	4,237	$254,304
SPGI	S&P Global Inc.	486	$240,282
SBUX	Starbucks Corp	2,693	$226,777
BSX	Boston Scientific Corp	2,368	$225,788
TSCO	Tractor Supply Co /De/	4,469	$223,494
ABT	Abbott Laboratories	1,731	$216,876
RDDT	Reddit, Inc.	919	$211,250
DPZ	Dominos Pizza Inc	498	$207,576
ADP	Automatic Data Processing Inc	775	$199,353
ZTS	Zoetis Inc.	1,486	$186,968
CGNX	Cognex Corp	5,014	$180,403
PAYX	Paychex Inc	1,566	$175,673
CMG	Chipotle Mexican Grill Inc	4,667	$172,679
FFIV	F5, Inc.	638	$162,855
FDS	Factset Research Systems Inc	538	$156,122
FIG	Figma, Inc.	2,460	$91,930
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

153 positions · $39,279,491 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 153 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	NEW	3,762	NEW	$1,270,954	NEW	3.24%
NVDA	Nvidia Corp Technology	Reduced	6,025	-36,215	$1,050,760	−86.7%	2.68%
STX	Seagate Technology Holdings plc Technology	Reduced	2,475	-3,021	$969,606	−35.9%	2.47%
AVGO	Broadcom Inc. Technology	Added	3,030	+164	$937,815	−5.5%	2.39%
WDC	Western Digital Corp Technology	Reduced	3,430	-6,468	$927,780	−45.6%	2.36%
ARM	Arm Holdings PLC /Uk Technology	Reduced	6,057	-2,683	$916,302	−4.1%	2.33%
AMD	Advanced Micro Devices Inc Technology	NEW	3,067	NEW	$623,919	NEW	1.59%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,236	-9,907	$619,642	−75.4%	1.58%
ASML	Asml Holding NV Technology	Added	435	+235	$574,561	+168.5%	1.46%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,506	-1,114	$521,924	−37.5%	1.33%
GLD	Spdr Gold Trust	Held	780	0	$335,626	+8.6%	0.85%
SNDK	Sandisk Corp Technology	NEW	518	NEW	$329,106	NEW	0.84%
META	Meta Platforms, Inc. Communication Services	Reduced	571	-305	$326,686	−43.5%	0.83%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	958	-2,205	$323,756	−66.3%	0.82%
MPWR	Monolithic Power Systems Inc Technology	Reduced	295	-1,121	$322,538	−74.9%	0.82%
NFLX	Netflix Inc Communication Services	Reduced	3,349	-1,791	$322,006	−33.2%	0.82%
ORCL	Oracle Corp Technology	Reduced	2,188	-7,937	$321,876	−83.7%	0.82%
PANW	Palo Alto Networks Inc Technology	Reduced	1,999	-932	$320,479	−40.6%	0.82%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,112	-1,978	$319,766	−66.9%	0.81%
LITE	Lumentum Holdings Inc. Technology	NEW	454	NEW	$319,053	NEW	0.81%
MKSI	Mks Inc Technology	NEW	1,388	NEW	$318,976	NEW	0.81%
ADI	Analog Devices Inc Technology	Added	997	+91	$317,185	+29.1%	0.81%
SPOT	Spotify Technology S.A. Communication Services	Reduced	654	-46	$317,131	−22.0%	0.81%
MSFT	Microsoft Corp Technology	Reduced	854	-407	$316,125	−48.2%	0.80%
LRCX	Lam Research Corp Technology	NEW	1,477	NEW	$315,575	NEW	0.80%
AMAT	Applied Materials Inc /De Technology	NEW	923	NEW	$315,472	NEW	0.80%
KEYS	Keysight Technologies, Inc. Technology	NEW	1,112	NEW	$313,995	NEW	0.80%
GLW	Corning Inc /Ny Technology	Reduced	2,309	-814	$313,954	+14.8%	0.80%
AAPL	Apple Inc. Technology	Reduced	1,236	-1,357	$313,684	−55.5%	0.80%
ANET	Arista Networks, Inc. Technology	Reduced	2,550	-3,883	$313,089	−62.9%	0.80%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	840	-2,460	$312,270	−79.0%	0.79%
TER	Teradyne, Inc Technology	NEW	1,051	NEW	$311,579	NEW	0.79%
VRT	Vertiv Holdings Co Industrials	Reduced	1,238	-213	$310,218	+32.0%	0.79%
CDNS	Cadence Design Systems Inc Technology	Added	1,114	+533	$309,547	+70.4%	0.79%
TDY	Teledyne Technologies Inc Technology	NEW	511	NEW	$309,160	NEW	0.79%
SNPS	Synopsys Inc Technology	Reduced	778	-394	$308,461	−44.0%	0.79%
QBTS	D-Wave Quantum Inc. Technology	Reduced	21,332	-43,668	$307,820	−81.9%	0.78%
COHR	Coherent Corp. Technology	NEW	1,285	NEW	$306,099	NEW	0.78%
CRDO	Credo Technology Group Holding Ltd Technology	Reduced	3,241	-4,259	$304,232	−71.8%	0.77%
CRUS	Cirrus Logic, Inc. Technology	NEW	2,102	NEW	$303,991	NEW	0.77%
ALAB	Astera Labs, Inc. Technology	Reduced	2,751	-249	$301,509	−39.6%	0.77%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,804	-4,602	$295,152	−54.4%	0.75%
DELL	Dell Technologies Inc. Technology	NEW	1,777	NEW	$291,659	NEW	0.74%
RACE	Ferrari N.V. Consumer Cyclical	Added	749	+210	$253,499	+27.3%	0.65%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,014	0	$239,587	−2.0%	0.61%
HD	Home Depot, Inc. Consumer Cyclical	Held	640	0	$210,489	−4.4%	0.54%
ETR	Entergy Corp /De/ Utilities	NEW	1,823	NEW	$204,832	NEW	0.52%
B	Barrick Mining Corp Basic Materials	Reduced	5,003	-16,867	$204,072	−78.6%	0.52%
AZN	Astrazeneca PLC Healthcare	NEW	1,022	NEW	$201,558	NEW	0.51%
HON	Honeywell International Inc Industrials	Reduced	833	-341	$197,465	−17.8%	0.50%