Position in MXL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$127,802,487
+$112,532,853 QoQ
Shares Held
998,223
+13.7% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in MXL Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MORGAN STANLEY holds $175,390,004,285 across 66 Semiconductors names. MXL ranks #28 (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 MXL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,802,487 | 998,223 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15,269,634 | 878,070 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $22,262,812 | 1,277,270 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $11,674,511 | 726,027 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $30,120,988 | 2,119,704 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,263,961 | 2,234,251 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $39,391,213 | 1,991,467 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $12,795,478 | 883,666 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $21,173,279 | 1,051,305 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $20,191,079 | 1,081,472 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $26,324,082 | 1,107,450 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $17,708,750 | 795,899 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $20,133,699 | 637,950 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,679,953 | 644,134 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $23,612,696 | 695,514 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,788,331 | 606,632 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,132,359 | 651,335 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $20,038,962 | 343,427 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $33,000,988 | 437,737 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,726,761 | 278,716 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,035,713 | 259,725 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $9,990,481 | 293,148 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,477,262 | 221,976 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,221,103 | 181,631 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,828,506 | 178,402 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,022,363 | 173,296 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||