Position in CAMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,195,489
-$1,533,361 QoQ
Shares Held
62,503
-19.2% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 235 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in CAMT 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. CAMT ranks #25 (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 CAMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,195,489 | 62,503 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||