Position in SITM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$88,499,043
-$51,216,914 QoQ
Shares Held
256,259
-35.2% QoQ
Ownership
0.971%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 75.95635665479065.ToString("F0")%
Shared 0.ToString("F0")%
None 24.04364334520934.ToString("F0")%
Common Shares in SITM 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. SITM ranks #30 (0.1% 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 SITM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,499,043 | 256,259 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $139,715,957 | 395,583 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $144,313,325 | 478,953 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $50,485,040 | 236,930 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $25,186,398 | 164,757 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $36,324,430 | 169,321 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $27,000,129 | 157,426 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $16,615,173 | 133,584 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $11,079,076 | 118,836 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $16,276,312 | 133,325 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $13,708,741 | 119,989 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $16,044,859 | 136,008 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,657,244 | 110,084 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,011,378 | 118,199 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,488,443 | 184,027 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,847,568 | 115,608 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,131,157 | 16,670 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $11,583,411 | 39,596 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,372,217 | 45,904 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,941,751 | 46,937 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $691,184 | 7,010 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,831,052 | 78,898 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,123,564 | 13,371 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,113,878 | 107,865 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $73,647 | 3,383 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||