Position in GFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$254,634,122
+$48,394,066 QoQ
Shares Held
3,089,845
-33.4% QoQ
Ownership
0.563%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#9
of 439 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MORGAN STANLEY holds $175,390,005,311 across 67 Semiconductors names. GFS ranks #22 (0.1% 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 GFS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,634,122 | 3,089,845 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $206,240,056 | 4,636,692 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $57,230,385 | 1,638,900 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $97,608,407 | 2,723,449 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $59,958,907 | 1,569,605 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $53,186,641 | 1,440,982 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $75,170,978 | 1,751,829 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $39,208,770 | 974,131 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $59,262,332 | 1,172,119 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $61,468,325 | 1,179,588 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $59,325,880 | 978,975 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $54,444,014 | 935,625 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $39,054,040 | 604,739 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $44,015,575 | 609,803 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $28,807,218 | 534,556 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,033,215 | 352,290 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,750,986 | 316,088 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $12,628,750 | 202,319 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,565,098 | 54,873 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||