Position in ACMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$88,846,470
+$41,913,533 QoQ
Shares Held
700,185
-41.3% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 376 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MORGAN STANLEY holds $29,892,744,265 across 29 Semiconductor Equipment & Materials names. ACMR ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
13,523,832 | $9,777,730,536 | |
| 2 | LRCX |
Lam Research Corp
|
19,217,787 | $8,327,643,631 | |
| 3 | KLAC |
Kla Corp
|
17,114,793 | $5,163,704,186 | |
| 4 | ASML |
Asml Holding NV
|
1,788,291 | $3,557,697,459 | |
| 5 | TER |
Teradyne, Inc
|
1,914,643 | $926,380,861 | |
| 6 | Q |
Qnity Electronics, Inc.
|
3,367,542 | $549,953,279 | |
| 7 | ENTG |
Entegris Inc
|
1,527,094 | $274,663,118 | |
| 8 | ONTO |
Onto Innovation Inc.
|
488,517 | $184,879,251 |
All Filings in ACMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,846,470 | 700,185 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $46,932,937 | 1,192,705 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $54,926,469 | 1,392,306 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $34,315,676 | 876,966 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $14,291,098 | 551,780 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $11,080,334 | 474,736 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,228,038 | 412,453 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $36,366,371 | 1,791,447 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $26,281,639 | 1,139,707 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $28,022,389 | 961,647 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $11,496,159 | 588,340 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $10,701,608 | 591,086 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,964,683 | 226,658 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,573,993 | 390,940 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,568,636 | 2,797,489 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $60,908,375 | 4,888,313 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $87,414,478 | 5,193,968 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $78,271,965 | 3,783,082 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $110,694,396 | 1,298,165 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $157,030,751 | 1,427,551 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,245,668 | 80,666 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $4,044,104 | 50,057 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,886,507 | 47,834 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $802,457 | 11,613 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $898,546 | 14,409 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $231,283 | 7,811 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||