Position in POWI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$99,880,026
+$22,979,678 QoQ
Shares Held
1,192,455
-20.6% QoQ
Ownership
2.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 372 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in POWI 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. POWI ranks #36 (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 POWI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,880,026 | 1,192,455 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $76,900,348 | 1,501,960 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $52,583,380 | 1,479,555 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $58,663,850 | 1,458,937 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $76,716,539 | 1,372,389 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $61,337,854 | 1,214,611 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $80,659,353 | 1,307,283 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $79,233,785 | 1,235,711 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $82,912,071 | 1,181,252 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $67,614,457 | 944,996 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $82,486,550 | 1,004,586 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $70,328,815 | 921,620 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $85,025,677 | 898,127 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $81,130,989 | 958,542 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $73,475,914 | 1,024,483 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $31,425,655 | 488,583 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $37,821,013 | 504,213 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $15,197,572 | 163,979 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $37,693,737 | 405,789 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $34,266,571 | 346,162 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,249,627 | 356,442 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $23,031,135 | 282,660 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,085,006 | 257,574 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $9,767,018 | 176,300 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,175,273 | 111,532 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,277,706 | 127,677 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||