MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

UCTT — Ultra Clean Holdings, Inc.

Top Portfolio Positions

5,244 positions · $1,252,837,734,084 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.95%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.77%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.69%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.89%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.10%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in UCTT

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$56,689,500	911,700	+1.9%	Shares	Defined	2026-05-15
2025-12-31	$22,655,731	894,423	+31.1%	Shares	Defined	2026-05-27
2025-09-30	$18,586,241	682,064	-11.5%	Shares	Defined	2026-05-27
2025-06-30	$17,391,039	770,538	+43.6%	Shares	Defined	2025-08-15
2025-03-31	$11,484,662	536,416	+8.5%	Shares	Defined	2025-05-15
2024-12-31	$17,773,280	494,389	+3.8%	Shares	Defined	2025-05-15
2024-09-30	$19,025,919	476,482	+37.0%	Shares	Defined	2025-05-14
2024-06-30	$17,042,298	347,802	-14.5%	Shares	Defined	2025-05-14
2024-03-31	$18,685,079	406,728	-4.1%	Shares	Defined	2024-10-17
2023-12-31	$14,479,384	424,118	+15.4%	Shares	Defined	2024-08-16
2023-09-30	$10,906,450	367,592	+3.6%	Shares	Defined	2023-11-15
2023-06-30	$13,643,488	354,745	+7.5%	Shares	Defined	2023-08-14
2023-03-31	$10,943,094	330,009	-5.4%	Shares	Defined	2023-05-15
2022-12-31	$11,561,325	348,758	-10.6%	Shares	Defined	2023-02-14
2022-09-30	$10,043,783	390,050	-10.8%	Shares	Defined	2022-11-14
2022-06-30	$13,014,218	437,159	+60.1%	Shares	Defined	2022-10-27
2022-03-31	$11,574,121	273,039	+38.7%	Shares	Defined	2022-10-27
2021-12-31	$11,289,648	196,821	-4.9%	Shares	Defined	2022-02-14
2021-09-30	$8,819,219	207,024	-12.9%	Shares	Defined	2021-11-15
2021-06-30	$12,771,013	237,733	+110.0%	Shares	Defined	2021-08-23
2021-03-31	$6,571,752	113,228	-18.8%	Shares	Defined	2021-05-17
2020-12-31	$4,344,085	139,457	+29.0%	Shares	Defined	2021-02-16
2020-09-30	$2,320,662	108,139	-14.8%	Shares	Defined	2020-11-13
2020-06-30	$2,870,751	126,856	-45.8%	Shares	Defined	2020-08-14
2020-03-31	$3,230,012	234,059	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.