Position in ALGM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$125,965,895
+$54,226,168 QoQ
Shares Held
1,809,335
-20.5% QoQ
Ownership
0.971%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 370 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in ALGM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MORGAN STANLEY holds $175,390,005,311 across 67 Semiconductors names. ALGM ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
356,420,089 | $71,316,095,597 | |
| 2 | AVGO |
Broadcom Inc.
|
79,037,987 | $29,856,599,581 | |
| 3 | MU |
Micron Technology Inc
|
18,470,449 | $21,320,254,565 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
24,286,371 | $14,108,195,768 | |
| 5 | INTC |
Intel Corp
|
61,516,453 | $8,589,542,323 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
15,847,816 | $7,568,441,474 | |
| 7 | TXN |
Texas Instruments Inc
|
13,031,975 | $3,884,440,778 | |
| 8 | ADI |
Analog Devices Inc
|
8,254,604 | $3,278,481,058 |
All Filings in ALGM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,965,895 | 1,809,335 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $71,739,727 | 2,275,285 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $58,910,120 | 2,233,136 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $56,619,641 | 1,939,029 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $70,990,468 | 2,076,352 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $66,553,555 | 2,648,371 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $58,077,598 | 2,656,798 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $47,459,626 | 2,036,894 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $58,719,339 | 2,079,297 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $94,754,445 | 3,514,631 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $34,522,293 | 1,140,479 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $34,852,539 | 1,091,188 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $59,380,716 | 1,315,479 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $41,647,878 | 867,845 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $18,542,598 | 617,675 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,517,419 | 664,413 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,736,263 | 615,576 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,050,467 | 389,101 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $25,790,477 | 712,838 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,840,578 | 589,505 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,443,626 | 268,723 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $16,146,934 | 636,960 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,381 | 727 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||