Position in SES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$432,864
+$243,386 QoQ
Shares Held
450,900
+128.9% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 129 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SES Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $879,277,803 across 27 Auto Parts names. SES ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZO |
Autozone Inc
|
179,254 | $572,885,010 | |
| 2 | ORLY |
O Reilly Automotive Inc
|
2,095,905 | $193,011,891 | |
| 3 | GPC |
Genuine Parts Co
|
377,764 | $44,568,596 | |
| 4 | APTV |
Aptiv PLC
|
549,357 | $33,719,532 | |
| 5 | MBLY |
Mobileye Global Inc.
|
1,815,825 | $17,577,186 | |
| 6 | AUR |
Aurora Innovation, Inc.
|
842,801 | $5,747,902 | |
| 7 | VC |
Visteon Corp
|
35,404 | $3,512,430 | |
| 8 | ECX |
ECARX Holdings Inc.
|
1,396,911 | $1,802,015 |
All Filings in SES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,864 | 450,900 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $189,478 | 196,963 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $365,625 | 203,125 | Shares | Defined | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||