Position in SITM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$144,901,818
+$56,402,775 QoQ
Shares Held
194,353
-24.2% QoQ
Ownership
0.646%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MORGAN STANLEY holds $175,390,004,285 across 66 Semiconductors names. SITM ranks #26 (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 SITM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,901,818 | 194,353 | Shares | Defined | 2026-08-13 | |
| 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 | 2025-08-14 | |
| 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. | ||||||