Position in NVTS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,981,885
+$13,397,044 QoQ
Shares Held
2,119,525
-24.4% QoQ
Ownership
1.16%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 350 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in NVTS 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. NVTS ranks #43 (0.0% 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 NVTS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,981,885 | 2,119,525 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $24,584,841 | 2,803,289 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,371,161 | 1,312,488 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,104,704 | 707,023 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $15,176,073 | 2,316,958 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,296,184 | 632,286 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,824,337 | 1,351,356 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $2,056,568 | 839,417 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,243,253 | 1,588,615 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $13,633,714 | 2,858,222 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $18,180,391 | 2,252,837 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,832,282 | 263,638 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,511,257 | 238,260 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,603,658 | 219,379 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $360,207 | 102,624 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $827,950 | 170,712 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $518,204 | 134,250 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $263,701 | 25,652 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $914,389 | 53,756 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||