Position in FORM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$126,951,951
+$244,229 QoQ
Shares Held
1,308,918
-42.4% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.42315255806704.ToString("F0")%
Shared 0.ToString("F0")%
None 3.576847441932955.ToString("F0")%
Common Shares in FORM 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. FORM ranks #8 (1.0% 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
This page
|
1,308,918 | $126,951,951 |
All Filings in FORM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||