Position in VSH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$119,239,612
+$92,331,232 QoQ
Shares Held
2,217,174
+48.3% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 469 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in VSH 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. VSH ranks #31 (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 VSH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,239,612 | 2,217,174 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $26,908,380 | 1,494,910 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,705,026 | 1,704,971 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $27,898,337 | 1,823,421 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $35,729,328 | 2,249,958 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $40,214,688 | 2,529,226 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $47,954,408 | 2,830,839 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $40,344,745 | 2,133,514 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $33,059,568 | 1,482,492 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $33,157,226 | 1,461,959 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $31,654,080 | 1,320,571 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $34,594,743 | 1,399,464 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $63,255,536 | 2,151,549 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $39,609,696 | 1,751,092 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $39,188,437 | 1,816,803 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $33,824,069 | 1,901,297 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,641,165 | 1,326,665 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $6,858,567 | 349,927 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,865,581 | 313,927 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,872,061 | 740,272 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,354,181 | 725,241 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $5,454,889 | 226,532 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,757,917 | 278,026 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,686,292 | 108,304 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,853,642 | 252,367 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,521,334 | 105,575 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||