Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. (CIK 1545545) reported $40.7M across 154 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MU ($1.3M, 3.12%), NVDA ($1.1M, 2.58%), STX ($969,606, 2.38%), AVGO ($937,815, 2.31%), WDC ($927,781, 2.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $1.3M | 3.12% | 3,762 | New |
| 2 | NVDA | NVIDIA CORPORATION | $1.1M | 2.58% | 6,025 | Trimmed |
| 3 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $969,606 | 2.38% | 2,475 | Trimmed |
| 4 | AVGO | BROADCOM INC | $937,815 | 2.31% | 3,030 | Added |
| 5 | WDC | WESTERN DIGITAL CORP | $927,781 | 2.28% | 3,430 | Trimmed |
| 6 | ARM | ARM HOLDINGS PLC | $916,303 | 2.25% | 6,057 | Trimmed |
| 7 | IWM | ISHARES TR | $626,448 | 1.54% | 2,526 | New |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $623,920 | 1.53% | 3,067 | New |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC | $619,642 | 1.52% | 4,236 | Trimmed |
| 10 | ASML | ASML HLDG NV | $574,561 | 1.41% | 435 | Added |
| 11 | AMZN | AMAZON COM INC | $521,925 | 1.28% | 2,506 | Trimmed |
| 12 | GLD | SPDR GOLD TR | $335,626 | 0.83% | 780 | Hold |
| 13 | SNDK | SANDISK CORP | $329,106 | 0.81% | 518 | New |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $323,756 | 0.80% | 958 | Trimmed |
| 15 | META | META PLATFORMS INC | $326,686 | 0.80% | 571 | Trimmed |
| 16 | CVNA | CARVANA CO | $326,012 | 0.80% | 1,037 | New |
| 17 | MPWR | MONOLITHIC PWR SYS INC | $322,538 | 0.79% | 295 | Trimmed |
| 18 | NFLX | NETFLIX INC. | $322,006 | 0.79% | 3,349 | Trimmed |
| 19 | ORCL | ORACLE CORP | $321,877 | 0.79% | 2,188 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $319,767 | 0.79% | 1,112 | Trimmed |
| 21 | PANW | PALO ALTO NETWORKS INC | $320,480 | 0.79% | 1,999 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $316,125 | 0.78% | 854 | Trimmed |
| 23 | KLAC | KLA CORP | $316,568 | 0.78% | 215 | New |
| 24 | SPOT | SPOTIFY TECHNOLOGY S A | $317,131 | 0.78% | 654 | Trimmed |
| 25 | LRCX | LAM RESEARCH CORP | $315,576 | 0.78% | 1,477 | New |
Source: SEC Form 13F filings · as of 2026-03-31