Position in UMAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,322,838
+$1,520,359 QoQ
Shares Held
267,971
+89.4% QoQ
Ownership
0.561%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in UMAC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026MORGAN STANLEY holds $10,958,597,779 across 35 Computer Hardware names. UMAC ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
18,505,177 | $2,272,065,623 | |
| 2 | WDC |
Western Digital Corp
|
7,939,106 | $2,147,448,770 | |
| 3 | STX |
Seagate Technology Holdings plc
|
4,759,312 | $1,864,508,059 | |
| 4 | SNDK |
Sandisk Corp
|
2,839,492 | $1,804,042,841 | |
| 5 | DELL |
Dell Technologies Inc.
|
6,647,871 | $1,091,115,060 | |
| 6 | IONQ |
IonQ, Inc.
|
21,159,892 | $610,039,682 | |
| 7 | LOGI |
Logitech International S.A.
|
4,049,216 | $368,964,558 | |
| 8 | HPQ |
Hp Inc
|
18,195,194 | $349,529,667 |
All Filings in UMAC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||