Position in DQ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$36,493,853
+$14,000,408 QoQ
Shares Held
2,725,456
+157.7% QoQ
Ownership
4.03%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 115 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DQ 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. DQ ranks #22 (0.1% 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 DQ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,493,853 | 2,725,456 | Shares | Defined | 2026-08-13 | |
| 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 | $85,138,582 | 629,537 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $35,070,751 | 472,397 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $35,984,072 | 621,272 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||