Position in ATMU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$98,609,144
-$11,616,698 QoQ
Shares Held
1,736,994
-18.2% QoQ
Ownership
2.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in ATMU Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Mar 31, 2026MORGAN STANLEY holds $5,901,454,298 across 53 Auto Parts names. ATMU ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
|
446,134 | $1,506,942,494 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
14,872,802 | $1,372,908,344 | |
| 3 | AUR |
Aurora Innovation, Inc.
|
192,442,063 | $792,861,295 | |
| 4 | LKQ |
Lkq Corp
|
10,431,888 | $306,384,542 | |
| 5 | GPC |
Genuine Parts Co
|
2,417,318 | $255,631,375 | |
| 6 | MGA |
Magna International Inc
|
4,219,916 | $235,513,507 | |
| 7 | APTV |
Aptiv PLC
|
2,345,138 | $162,846,377 | |
| 8 | DORM |
Dorman Products, Inc.
|
1,415,141 | $147,684,108 |
All Filings in ATMU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,609,144 | 1,736,994 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $110,225,842 | 2,123,403 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $104,465,362 | 2,316,819 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $89,750,600 | 2,464,322 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $87,046,274 | 2,369,896 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $96,521,374 | 2,463,537 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $123,472,115 | 3,289,958 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $134,249,139 | 4,664,668 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $127,910,556 | 3,966,219 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $25,608,062 | 1,090,169 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $15,641,392 | 750,187 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $16,379,279 | 745,869 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||