Position in SMTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$318,876,539
+$209,998,152 QoQ
Shares Held
1,970,198
+39.1% QoQ
Ownership
2.12%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 576 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SMTC 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. SMTC ranks #20 (0.2% 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 SMTC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,876,539 | 1,970,198 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $108,878,387 | 1,416,028 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $102,374,344 | 1,389,257 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $223,924,580 | 3,134,004 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $146,263,662 | 3,240,223 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $63,372,399 | 1,842,221 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $68,558,988 | 1,108,472 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $48,110,935 | 1,053,678 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $48,810,470 | 1,633,550 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $44,868,430 | 1,632,173 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $46,080,909 | 2,103,191 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $25,105,320 | 974,964 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $28,807,323 | 1,131,474 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $42,945,249 | 1,779,008 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $55,226,954 | 1,924,955 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $35,546,715 | 1,208,661 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,953,008 | 435,747 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $19,347,868 | 279,029 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $9,876,918 | 111,064 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,633,640 | 72,254 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,159,464 | 104,062 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,299,580 | 47,820 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,839,249 | 94,871 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,413,342 | 26,687 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,286,973 | 120,394 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,710,049 | 72,268 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||