Position in ATOM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,389,969
+$1,355,168 QoQ
Shares Held
274,394
+1.0% QoQ
Ownership
0.703%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 121 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in ATOM 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. ATOM ranks #26 (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 ATOM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,389,969 | 274,394 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,034,801 | 271,602 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $377,910 | 171,001 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $360,545 | 81,572 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,721,409 | 341,550 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $254,824 | 63,706 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $629,751 | 54,289 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $30,600 | 11,635 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $152,474 | 40,020 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $334,893 | 54,366 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $451,372 | 64,390 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $208,354 | 33,284 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $635,332 | 72,444 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,197,957 | 188,063 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,600,878 | 418,148 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,288,571 | 423,354 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,902,331 | 522,637 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $6,354,916 | 486,594 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $5,685,386 | 282,574 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,510,547 | 281,964 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,389,547 | 298,020 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $7,568,564 | 308,921 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $395,555 | 24,584 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $63,284 | 6,056 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $751,797 | 83,533 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,849 | 814 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||