Position in FORM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$143,928,518
+$16,976,567 QoQ
Shares Held
899,947
-31.2% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 511 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FORM 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. FORM ranks #9 (0.5% 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 FORM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,928,518 | 899,947 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $126,951,951 | 1,308,918 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $126,707,722 | 2,271,562 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $41,679,626 | 1,144,416 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $36,843,057 | 1,070,708 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $25,342,206 | 895,801 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $40,876,572 | 929,013 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $46,940,378 | 1,020,443 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $48,716,779 | 804,837 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $44,718,216 | 980,018 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $42,706,197 | 1,023,884 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $32,189,379 | 921,276 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $26,117,078 | 763,211 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $30,147,932 | 946,560 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,606,588 | 881,988 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,602,622 | 543,019 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,786,930 | 536,714 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $12,156,375 | 289,231 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $14,695,136 | 321,416 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,350,374 | 277,267 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,782,548 | 515,155 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $16,509,219 | 365,977 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,268,614 | 308,429 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,335,442 | 214,017 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,183,795 | 244,930 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,817,234 | 886,871 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||