Position in CBRS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$712,550,189
New position
Shares Held
3,224,209
first reported quarter
Ownership
1.36%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#5
of 412 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 88%
Shared 0%
None 12%
Position in Semiconductors
Technology · as of Jun 30, 2026MORGAN STANLEY holds $175,390,004,285 across 66 Semiconductors names. CBRS ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
356,420,089 | $71,316,095,597 | |
| 2 | AVGO |
Broadcom Inc.
|
79,037,987 | $29,856,599,581 | |
| 3 | MU |
Micron Technology Inc
|
18,470,449 | $21,320,254,565 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
24,286,371 | $14,108,195,768 | |
| 5 | INTC |
Intel Corp
|
61,516,453 | $8,589,542,323 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
15,847,816 | $7,568,441,474 | |
| 7 | TXN |
Texas Instruments Inc
|
13,031,975 | $3,884,440,778 | |
| 8 | ADI |
Analog Devices Inc
|
8,254,604 | $3,278,481,058 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,550,189 | 3,224,209 | Shares | Defined | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||