Mitsubishi Ufj Morgan Stanley Securities Co., Ltd. Top Holdings and 13F Report (2026) About Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.Investment ActivityMitsubishi Ufj Morgan Stanley Securities Co., Ltd. has $32.71 million in total holdings as of June 30, 2026.Mitsubishi Ufj Morgan Stanley Securities Co., Ltd. owns shares of 158 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 32.90% of the portfolio was purchased this quarter.About 105.82% of the portfolio was sold this quarter.This quarter, Mitsubishi Ufj Morgan Stanley Securities Co., Ltd. has purchased 154 new stocks and bought additional shares in 12 stocks.Mitsubishi Ufj Morgan Stanley Securities Co., Ltd. sold shares of 135 stocks and completely divested from 6 stocks this quarter.Largest Holdings Applied Materials $3,878,895Broadcom $3,375,196NVIDIA $1,428,643Micron Technology $1,134,667Advanced Micro Devices $830,120 Largest New Holdings this Quarter 573874104 - Marvell Technology $823,070 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $683,440 Holding15675D103 - CEREBRAS SYSTEMS INC $552,500 Holding701094104 - Parker-Hannifin $284,633 HoldingG2004J103 - CARNIVAL CORP $273,301 Holding Largest Purchases this Quarter Applied Materials 4,442 shares (about $3.21M)Broadcom 5,905 shares (about $2.23M)Marvell Technology 2,763 shares (about $823.07K)SPACE EXPLORATION TECHN CORP 4,000 shares (about $683.44K)CEREBRAS SYSTEMS INC 2,500 shares (about $552.50K) Largest Sales this Quarter Micron Technology 2,779 shares (about $3.21M)ARM HOLDINGS PLC 5,945 shares (about $2.11M)Seagate Technology 2,060 shares (about $1.99M)Western Digital 2,743 shares (about $1.75M)Advanced Micro Devices 1,638 shares (about $951.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMitsubishi Ufj Morgan Stanley Securities Co., Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMATApplied Materials$3,878,895$3,211,566 â–²481.3%5,36511.9%Computer and TechnologyAVGOBroadcom$3,375,196$2,230,614 â–²194.9%8,93510.3%Computer and TechnologyNVDANVIDIA$1,428,643$223,100 â–²18.5%7,1404.4%Computer and TechnologyMUMicron Technology$1,134,667$3,207,772 â–¼-73.9%9833.5%Computer and TechnologyAMDAdvanced Micro Devices$830,120$951,530 â–¼-53.4%1,4292.5%Computer and TechnologyMRVLMarvell Technology$823,070$823,070 â–²New Holding2,7632.5%Computer and TechnologySPACE EXPLORATION TECHN CORP$683,440$683,440 â–²New Holding4,0002.1%CLASS A COM STKPANWPalo Alto Networks$618,951$62,748 â–¼-9.2%1,8151.9%Computer and TechnologyGOOGLAlphabet$572,864$175,469 â–²44.2%1,6031.8%Computer and TechnologyAMZNAmazon.com$558,907$38,373 â–¼-6.4%2,3451.7%Retail/WholesaleCEREBRAS SYSTEMS INC$552,500$552,500 â–²New Holding2,5001.7%COM CL ACOHRCoherent$548,313$41,419 â–²8.2%1,3901.7%Business ServicesASMLASML$547,096$318,310 â–¼-36.8%2751.7%Computer and TechnologyWALMART INC$542,742$368,888 â–²212.2%4,7921.7%COMVRTVertiv$503,234$88,727 â–²21.4%1,5031.5%Computer and TechnologyGE VERNOVA INC$484,042$231,447 â–²91.6%4121.5%COMSANDISK CORP$472,936$704,857 â–¼-59.8%2081.4%COMWDCWestern Digital$438,801$1,752,010 â–¼-80.0%6871.3%Computer and TechnologyPWRQuanta Services$437,784$190,090 â–²76.7%6081.3%ConstructionKLACKLA$426,015$361,147 â–²556.7%1,4121.3%Computer and TechnologyLITELumentum$417,875$28,316 â–²7.3%4871.3%Computer and TechnologySTXSeagate Technology$400,475$1,987,900 â–¼-83.2%4151.2%Computer and TechnologyASTERA LABS INC$390,280$938,507 â–¼-70.6%8081.2%COMARISTA NETWORKS INC$366,771$66,423 â–¼-15.3%2,1591.1%COM SHSKEYSKeysight Technologies$363,723$25,555 â–¼-6.6%1,0391.1%Computer and TechnologyIWMiShares Russell 2000 ETF$340,109$418,827 â–¼-55.2%1,1321.0%FinancePHParker-Hannifin$284,633$284,633 â–²New Holding2910.9%IndustrialsPALANTIR TECHNOLOGIES INC$274,525$219,690 â–¼-44.5%2,3530.8%CL ACARNIVAL CORP$273,301$273,301 â–²New Holding9,5660.8%LTD COMMON SHARESVLOValero Energy$267,211$267,211 â–²New Holding1,0260.8%EnergyVIKING HOLDINGS LTD$262,826$262,826 â–²New Holding2,5110.8%ORD SHSDELLDell Technologies$217,024$549,679 â–¼-71.7%5030.7%Computer and TechnologyMSFTMicrosoft$211,502$107,057 â–¼-33.6%5670.6%Computer and TechnologySNOWSnowflake$206,654$206,654 â–²New Holding8120.6%Computer and TechnologyCTASCintas$188,9590.0%1,1110.6%Business ServicesGLWCorning$171,394$418,395 â–¼-70.9%6710.5%Computer and TechnologyLAM RESEARCH CORP$170,732$469,296 â–¼-73.3%3940.5%COM NEWCVXChevron$170,236$20,720 â–²13.9%1,0270.5%EnergyMKSIMKS$168,134$449,247 â–¼-72.8%3780.5%Computer and TechnologyCRDOCredo Technology Group$152,836$728,555 â–¼-82.7%5620.5%Computer and TechnologyTERTeradyne$147,087$361,428 â–¼-71.1%3040.4%Computer and TechnologyRACEFerrari$136,258$142,587 â–¼-51.1%3660.4%Auto/Tires/TrucksCSCOCisco Systems$135,431$311,386 â–¼-69.7%1,1530.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$131,809$325,702 â–¼-71.2%2760.4%Computer and TechnologyQBTSD-Wave Quantum$121,078$390,679 â–¼-76.3%5,0470.4%Computer and TechnologyLMTLockheed Martin$119,723$119,723 â–²New Holding2350.4%AerospaceSPOTSpotify Technology$118,915$181,357 â–¼-60.4%2590.4%Computer and TechnologyQQQInvesco QQQ$117,088$117,088 â–²New Holding1590.4%FinanceCDNSCadence Design Systems$115,223$302,883 â–¼-72.4%3070.4%Computer and TechnologyTDYTeledyne Technologies$114,707$226,079 â–¼-66.3%1720.4%AerospaceAAPLApple$110,825$246,824 â–¼-69.0%3830.3%Computer and TechnologyADIAnalog Devices$106,839$289,140 â–¼-73.0%2690.3%Computer and TechnologySNPSSynopsys$96,351$250,691 â–¼-72.2%2160.3%Computer and TechnologyGLDSPDR Gold Shares$95,779$191,558 â–¼-66.7%2600.3%FinanceCRUSCirrus Logic$94,317$217,895 â–¼-69.8%6350.3%Computer and TechnologyAXONAxon Enterprise$94,182$139,031 â–¼-59.6%1680.3%AerospaceMPWRMonolithic Power Systems$94,000$313,794 â–¼-76.9%680.3%Computer and TechnologyUALUnited Airlines$92,881$182,226 â–¼-66.2%6830.3%TransportationNFLXNetflix$88,322$150,797 â–¼-63.1%1,2370.3%Consumer DiscretionaryDALDelta Air Lines$84,481$178,234 â–¼-67.8%9020.3%TransportationGEGE Aerospace$83,342$162,199 â–¼-66.1%2230.3%AerospaceHOODRobinhood Markets$83,232$184,013 â–¼-68.9%8300.3%FinanceROCKET LAB CORP$82,540$206,553 â–¼-71.4%8120.3%COMMNSTMonster Beverage$81,125$169,267 â–¼-67.6%8440.2%Consumer StaplesIBMInternational Business Machines$78,458$139,762 â–¼-64.0%2790.2%Computer and TechnologyABBVAbbVie$78,008$145,447 â–¼-65.1%3100.2%MedicalLLYEli Lilly and Company$77,963$172,718 â–¼-68.9%650.2%MedicalURIUnited Rentals$77,037$209,586 â–¼-73.1%680.2%ConstructionGWWW.W. Grainger$76,182$163,247 â–¼-68.2%560.2%IndustrialsCATCaterpillar$75,608$208,721 â–¼-73.4%710.2%IndustrialsVRTXVertex Pharmaceuticals$75,006$130,143 â–¼-63.4%1510.2%MedicalSTTState Street$72,928$180,115 â–¼-71.2%4300.2%FinanceMRKMerck & Co., Inc.$72,603$130,043 â–¼-64.2%5650.2%MedicalMMM3M$72,536$138,272 â–¼-65.6%4480.2%Multi-Sector ConglomeratesKDPKeurig Dr Pepper$72,366$136,877 â–¼-65.4%2,2110.2%Consumer StaplesJNJJohnson & Johnson$72,127$126,984 â–¼-63.8%2840.2%MedicalTDGTransdigm Group$71,930$145,192 â–¼-66.9%540.2%AerospaceTTWOTake-Two Interactive Software$71,744$168,986 â–¼-70.2%2870.2%Consumer DiscretionaryHDHome Depot$71,594$154,121 â–¼-68.3%2030.2%Retail/WholesaleNTESNetEase$71,246$147,361 â–¼-67.4%5560.2%Computer and TechnologyPNCThe PNC Financial Services Group$71,158$153,642 â–¼-68.3%2890.2%FinanceGSThe Goldman Sachs Group$70,796$159,797 â–¼-69.3%700.2%FinanceHWMHowmet Aerospace$70,710$147,873 â–¼-67.7%2630.2%AerospaceDEDeere & Company$70,411$134,479 â–¼-65.6%1110.2%IndustrialsAMGNAmgen$70,251$122,034 â–¼-63.5%1940.2%MedicalRTXRTX$70,200$114,217 â–¼-61.9%3700.2%AerospaceBANK OF NY MELLON CORP$69,847$162,543 â–¼-69.9%4830.2%COMFASTFastenal$69,307$130,353 â–¼-65.3%1,4430.2%Retail/WholesaleBACBank of America$68,604$152,878 â–¼-69.0%1,2040.2%FinanceBRK.BBerkshire Hathaway$68,553$129,100 â–¼-65.3%1370.2%FinanceVVisa$68,275$142,383 â–¼-67.6%1990.2%Business ServicesPMPhilip Morris International$68,203$140,567 â–¼-67.3%3770.2%Consumer StaplesCLColgate-Palmolive$67,935$136,420 â–¼-66.8%7410.2%Consumer StaplesDRIDarden Restaurants$67,777$126,490 â–¼-65.1%3290.2%Retail/WholesaleJPMJPMorgan Chase & Co.$67,757$142,715 â–¼-67.8%2070.2%FinanceMETMetLife$67,688$159,828 â–¼-70.2%8000.2%FinanceCSXCSX$67,493$157,848 â–¼-70.0%1,4200.2%TransportationAZNCFAstraZeneca$66,936$126,856 â–¼-65.5%3530.2%MedicalRSGRepublic Services$66,907$116,981 â–¼-63.6%3140.2%Business ServicesYUMYum! Brands$66,502$125,491 â–¼-65.4%4160.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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