Position in ASYS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,915,616
+$1,225,423 QoQ
Shares Held
82,999
+40.5% QoQ
Ownership
0.474%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 111 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in ASYS 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. ASYS ranks #27 (0.0% 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 ASYS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,915,616 | 82,999 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||