Position in DQ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,493,445
-$18,746,461 QoQ
Shares Held
1,057,520
-24.4% QoQ
Ownership
1.56%
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 99.81513351993343.ToString("F0")%
Shared 0.ToString("F0")%
None 0.18486648006657086.ToString("F0")%
Common Shares in DQ 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. DQ ranks #22 (0.2% 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 DQ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,493,445 | 1,057,520 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $41,239,906 | 1,397,963 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $12,364,144 | 439,536 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $5,420,041 | 357,287 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $15,895,397 | 877,714 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,644,711 | 444,687 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,659,650 | 179,659 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $2,684,689 | 183,883 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $14,720,082 | 522,916 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $41,718,239 | 1,568,355 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $78,237,290 | 2,584,648 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $117,791,207 | 2,967,033 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $126,983,986 | 2,711,016 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $71,008,342 | 1,839,118 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $33,736,689 | 635,582 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $49,276,751 | 690,344 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $33,351,683 | 807,156 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $44,356,998 | 1,100,124 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $56,602,425 | 993,025 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $76,161,368 | 1,171,353 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $43,915,329 | 581,660 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $72,833,775 | 1,269,766 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $17,027,715 | 629,537 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,014,148 | 472,397 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,196,813 | 621,272 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||