account_balance
Investment manager · 13F filer · SEC CIK 1545545
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
Reported value$38.7Mas of Sep 30, 2026
Positions176 21 new, 3 sold out
Top 10 weight40.6%MU alone is 9%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
9.5%Added +251%
AMATApplied Materials Inc
6.2%Trimmed −13%
AVGOBroadcom Inc.
4.5%Trimmed −44%
NVDANVIDIA Corp
4.5%Added +6%
PLTRPalantir Technologies Inc.
3.5%Added +212%
SKHYSK hynix Inc.
3.1%New
AMZNAmazon.com Inc
2.6%Added +72%
MRVLMarvell Technology, Inc.
2.6%Added +36%
AMDAdvanced Micro Devices Inc
2.1%−7%
GOOGLAlphabet Inc.
2.1%+47%
MSFTMicrosoft Corp
1.9%+153%
SPCXSpace Exploration Technologies Corp
1.8%+13%
MUMicron Technology Inc
9.5%Added +251%
AMATApplied Materials Inc
6.2%−13%
AVGOBroadcom Inc.
4.5%
NVDANVIDIA Corp
4.5%
PLTRPalantir Technologies Inc.
3.5%+212%
SKHYSK hynix Inc.
3.1%
AMZNAmazon.com Inc
2.6%
MRVLMarvell Technology, Inc.
2.6%
AMD2.1%GOOGLMSFT1.9%SPCXBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 9.5% Added +251%AMAT Applied Materials Inc 6.2% Trimmed −13%AVGO Broadcom Inc. 4.5% Trimmed −44%NVDA NVIDIA Corp 4.5% Added +6%PLTR Palantir Technologies Inc. 3.5% Added +212%SKHY SK hynix Inc. 3.1% NewAMZN Amazon.com Inc 2.6% Added +72%MRVL Marvell Technology, Inc. 2.6% Added +36%AMD Advanced Micro Devices Inc 2.1% Trimmed −7%GOOGL Alphabet Inc. 2.1% Added +47%MSFT Microsoft Corp 1.9% Added +153%SPCX Space Exploration Technologies Corp 1.8% Added +13%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.