Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. — 13F holdings

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. reported 158 holdings worth $32.7M in its 13F filing for Q2 2026, filed July 15, 2026.

Largest positions

1. AMAT APPLIED MATLS INC — $3.88M (11.9%)
2. AVGO BROADCOM INC — $3.38M (10.3%)
3. NVDA NVIDIA CORPORATION — $1.43M (4.4%)
4. MU MICRON TECHNOLOGY INC — $1.13M (3.5%)
5. AMD ADVANCED MICRO DEVICES INC — $830K (2.5%)
6. MRVL MARVELL TECHNOLOGY INC — $823K (2.5%)
7. SPCX SPACE EXPLORATION TECHN CORP — $683K (2.1%)
8. PANW PALO ALTO NETWORKS INC — $619K (1.9%)
9. GOOGL ALPHABET INC — $573K (1.8%)
10. AMZN AMAZON COM INC — $559K (1.7%)