Morse Asset Management, Inc — 13F holdings

Morse Asset Management, Inc reported 415 holdings worth $604M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $38.8M (6.4%)
  2. MU MICRON TECHNOLOGY INC — $30.2M (5.0%)
  3. KLAC KLA CORP — $27.5M (4.5%)
  4. AVGO BROADCOM INC — $25.1M (4.2%)
  5. AMZN AMAZON COM INC — $21.0M (3.5%)
  6. GOOGL ALPHABET INC — $20.5M (3.4%)
  7. META META PLATFORMS INC — $17.0M (2.8%)
  8. URI UNITED RENTALS INC — $15.6M (2.6%)
  9. MSFT MICROSOFT CORP — $15.2M (2.5%)
  10. TSM TAIWAN SEMICONDUCTOR MFG LTD — $13.2M (2.2%)