Position in POET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,101,545
+$377,643 QoQ
Shares Held
1,363,897
+11.8% QoQ
Ownership
0.790%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 70.96525617403661.ToString("F0")%
Shared 0.ToString("F0")%
None 29.0347438259634.ToString("F0")%
Common Shares in POET Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026MORGAN STANLEY holds $114,931,025,404 across 66 Semiconductors names. POET ranks #44 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
342,954,346 | $59,811,237,934 | |
| 2 | AVGO |
Broadcom Inc.
|
75,935,152 | $23,502,688,883 | |
| 3 | MU |
Micron Technology Inc
|
16,842,006 | $5,689,903,296 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
14,767,680 | $4,990,737,445 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
23,781,608 | $4,837,892,504 | |
| 6 | ADI |
Analog Devices Inc
|
8,259,494 | $2,627,675,411 | |
| 7 | QCOM |
Qualcomm Inc/De
|
19,991,313 | $2,574,481,280 | |
| 8 | INTC |
Intel Corp
|
53,989,387 | $2,382,551,638 |
All Filings in POET
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,101,545 | 1,363,897 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,723,902 | 1,220,206 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,008,980 | 362,632 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $463,083 | 88,884 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $110,647 | 29,272 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $635,280 | 106,770 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $520,926 | 117,326 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $11,716 | 5,660 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $10,262 | 7,491 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $128,768 | 136,988 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $30,477 | 9,960 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $46,547 | 10,555 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $39,781 | 10,253 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,382 | 4,100 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $768 | 300 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $522 | 100 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $726 | 100 | Shares | Defined | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||