Position in UMAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,002,114
+$18,679,276 QoQ
Shares Held
986,642
+268.2% QoQ
Ownership
1.98%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 182 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in UMAC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026MORGAN STANLEY holds $24,557,856,485 across 35 Computer Hardware names. UMAC ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
2,400,851 | $5,458,886,936 | |
| 2 | WDC |
Western Digital Corp
|
8,148,144 | $5,204,382,524 | |
| 3 | STX |
Seagate Technology Holdings plc
|
4,720,524 | $4,555,305,660 | |
| 4 | ANET |
Arista Networks, Inc.
|
19,696,435 | $3,346,030,368 | |
| 5 | DELL |
Dell Technologies Inc.
|
7,074,450 | $3,052,342,188 | |
| 6 | IONQ |
IonQ, Inc.
|
26,279,397 | $1,399,640,679 | |
| 7 | LOGI |
Logitech International S.A.
|
5,459,943 | $513,453,037 | |
| 8 | HPQ |
Hp Inc
|
14,033,468 | $307,894,280 |
All Filings in UMAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,002,114 | 986,642 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,322,838 | 267,971 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,802,479 | 141,482 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,537,114 | 234,246 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $392,530 | 45,803 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $148,440 | 23,194 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $183,808 | 10,928 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||