Position in ASYS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$690,193
+$524,396 QoQ
Shares Held
59,092
+347.3% QoQ
Ownership
0.408%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ASYS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MORGAN STANLEY holds $15,185,881,290 across 29 Semiconductor Equipment & Materials names. ASYS ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
18,971,122 | $4,053,369,917 | |
| 2 | AMAT |
Applied Materials Inc /De
|
11,843,881 | $4,048,120,075 | |
| 3 | KLAC |
Kla Corp
|
1,773,150 | $2,610,803,781 | |
| 4 | ASML |
Asml Holding NV
|
1,785,366 | $2,358,164,961 | |
| 5 | TER |
Teradyne, Inc
|
2,172,070 | $643,931,864 | |
| 6 | Q |
Qnity Electronics, Inc.
|
3,168,681 | $365,602,407 | |
| 7 | ENTG |
Entegris Inc
|
1,930,013 | $226,274,717 | |
| 8 | FORM |
Formfactor Inc
|
1,308,918 | $126,951,951 |
All Filings in ASYS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $690,193 | 59,092 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $165,797 | 13,211 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $71,653 | 7,738 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $11,592 | 2,611 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $396 | 82 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,433 | 592 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $9,358 | 1,597 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $7,065 | 1,306 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $12,296 | 2,928 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $15,207 | 1,996 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $33,104 | 3,463 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,646 | 592 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $865 | 114 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $40,357 | 4,748 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $53,338 | 7,307 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $466,923 | 46,414 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $397,154 | 40,198 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $31,328 | 2,741 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,189 | 1,887 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $17,019 | 1,440 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,730 | 428 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,442 | 295 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,361 | 485 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,237 | 1,204 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||