Position in CAMT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,728,850
+$3,762,706 QoQ
Shares Held
77,362
+3.3% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 75.19324733073086.ToString("F0")%
Shared 0.ToString("F0")%
None 24.80675266926915.ToString("F0")%
Common Shares in CAMT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026MORGAN STANLEY holds $12,836,157,880 across 29 Semiconductor Equipment & Materials names. CAMT ranks #24 (0.1% 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 | ASML |
Asml Holding NV
|
1,785,366 | $2,358,164,961 | |
| 4 | TER |
Teradyne, Inc
|
2,172,070 | $643,931,864 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,168,681 | $365,602,407 | |
| 6 | KLAC |
Kla Corp
|
1,773,150 | $261,080,371 | |
| 7 | ENTG |
Entegris Inc
|
1,930,013 | $226,274,717 | |
| 8 | FORM |
Formfactor Inc
|
1,308,918 | $126,951,951 |
All Filings in CAMT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,728,850 | 77,362 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,966,144 | 74,905 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $8,692,569 | 82,747 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $8,656,066 | 102,366 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,144,493 | 70,689 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,311,554 | 102,904 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $13,340,137 | 167,065 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $53,924,082 | 430,566 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $13,240,264 | 158,055 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $29,893,895 | 430,872 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,425,416 | 103,203 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,709,730 | 76,052 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,002,291 | 105,901 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,588,590 | 163,415 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,249,312 | 140,238 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,316,794 | 133,419 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $3,786,329 | 124,305 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,798,494 | 60,784 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,450,406 | 159,230 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,157,878 | 216,332 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $390,703 | 13,067 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,239,020 | 147,833 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,091,033 | 135,958 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,420,102 | 192,377 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,023,443 | 240,314 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||