Position in POET
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,983,584
+$5,882,039 QoQ
Shares Held
1,360,271
-0.3% QoQ
Ownership
0.786%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 154 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in POET 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. POET ranks #46 (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 POET
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,983,584 | 1,360,271 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||