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 $38.69 million in total holdings as of September 30, 2026.Mitsubishi Ufj Morgan Stanley Securities Co., Ltd. owns shares of 176 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 33.32% of the portfolio was purchased this quarter.About 11.57% of the portfolio was sold this quarter.This quarter, Mitsubishi Ufj Morgan Stanley Securities Co., Ltd. has purchased 158 new stocks and bought additional shares in 75 stocks.Mitsubishi Ufj Morgan Stanley Securities Co., Ltd. sold shares of 77 stocks and completely divested from 4 stocks this quarter.Largest Holdings Micron Technology $3,670,369Applied Materials $2,385,588Broadcom $1,755,950NVIDIA $1,724,269PALANTIR TECHNOLOGIES INC $1,371,077 Largest New Holdings this Quarter 78392B206 - SK HYNIX INC $1,184,085 Holding458140100 - Intel $390,507 Holding651639106 - Newmont $292,387 Holding22788C105 - CrowdStrike $221,331 HoldingG29183103 - Eaton $181,767 Holding Largest Purchases this Quarter Micron Technology 2,463 shares (about $2.62M)SK HYNIX INC 6,430 shares (about $1.18M)PALANTIR TECHNOLOGIES INC 4,977 shares (about $930.95K)Microsoft 870 shares (about $446.22K)Amazon.com 1,696 shares (about $422.56K) Largest Sales this Quarter Broadcom 3,935 shares (about $1.38M)Applied Materials 700 shares (about $357.97K)Palo Alto Networks 814 shares (about $323.41K)Coherent 811 shares (about $233.41K)CEREBRAS SYSTEMS INC 1,136 shares (about $201.81K) 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 PortfolioSectorMUMicron Technology$3,670,369$2,623,366 ▲250.6%3,4469.5%TechnologyAMATApplied Materials$2,385,588$357,966 ▼-13.0%4,6656.2%TechnologyAVGOBroadcom$1,755,950$1,381,933 ▼-44.0%5,0004.5%TechnologyNVDANVIDIA$1,724,269$93,636 ▲5.7%7,5504.5%TechnologyPALANTIR TECHNOLOGIES INC$1,371,077$930,948 ▲211.5%7,3303.5%CL ASK HYNIX INC$1,184,085$1,184,085 ▲New Holding6,4303.1%AMERICAN DEPOSITAMZNAmazon.com$1,006,815$422,558 ▲72.3%4,0412.6%Consumer DiscretionaryMRVLMarvell Technology$995,543$265,531 ▲36.4%3,7682.6%TechnologyAMDAdvanced Micro Devices$817,311$56,894 ▼-6.5%1,3362.1%TechnologyGOOGLAlphabet$809,276$257,716 ▲46.7%2,3522.1%Communication ServicesMSFTMicrosoft$737,037$446,223 ▲153.4%1,4371.9%TechnologySPACE EXPLORATION TECHN CORP$682,189$78,749 ▲13.1%4,5221.8%CLASS A COM STKLITELumentum$592,469$119,465 ▲25.3%6101.5%TechnologyASMLASML$559,806$61,597 ▲12.4%3091.4%TechnologyWALMART INC$552,335$54,350 ▲10.9%5,3151.4%COMLAM RESEARCH CORP$534,157$404,724 ▲312.7%1,6261.4%COM NEWGE VERNOVA INC$511,364$119,762 ▲30.6%5381.3%COMLLYEli Lilly and Company$440,847$365,637 ▲486.2%3811.1%HealthcareVRTVertiv$416,501$53,812 ▲14.8%1,7261.1%IndustrialsSTXSeagate Technology$407,674$24,903 ▲6.5%4421.1%TechnologyPANWPalo Alto Networks$397,707$323,410 ▼-44.8%1,0011.0%TechnologyKEYSKeysight Technologies$397,168$18,930 ▲5.0%1,0911.0%TechnologyPWRQuanta Services$395,144$4,498 ▲1.2%6151.0%IndustrialsINTCIntel$390,507$390,507 ▲New Holding3,2481.0%TechnologyARISTA NETWORKS INC$389,671$49,880 ▼-11.3%1,9141.0%COM SHSPHParker-Hannifin$372,614$94,587 ▲34.0%3901.0%IndustrialsMKSIMKS$361,155$260,849 ▲260.1%1,3610.9%TechnologyRTXRTX$347,537$278,846 ▲405.9%1,8720.9%IndustrialsLMTLockheed Martin$340,688$221,014 ▲184.7%6690.9%IndustrialsCVXChevron$324,898$115,174 ▲54.9%1,5910.8%EnergyCARNIVAL CORP$305,008$70,258 ▲29.9%12,4290.8%LTD COMMON SHARESNEMNewmont$292,387$292,387 ▲New Holding2,5350.8%MaterialsARM HOLDINGS PLC$288,501$256,059 ▲789.3%9960.7%SPONSORED ADSSANDISK CORP$264,463$97,434 ▼-26.9%1520.7%COMCEREBRAS SYSTEMS INC$242,315$201,811 ▼-45.4%1,3640.6%COM CL ACRWDCrowdStrike$221,331$221,331 ▲New Holding8360.6%TechnologyDELLDell Technologies$221,097$49,491 ▼-18.3%4110.6%TechnologyCTASCintas$216,7120.0%1,1110.6%IndustrialsASTERA LABS INC$211,090$76,533 ▼-26.6%5930.5%COMTERTeradyne$206,870$84,993 ▲69.7%5160.5%TechnologyTSMTaiwan Semiconductor Manufacturing$205,286$79,377 ▲63.0%4500.5%TechnologyVLOValero Energy$203,883$193,805 ▼-48.7%5260.5%EnergyAAPLApple$203,475$75,928 ▲59.5%6110.5%TechnologySNPSSynopsys$198,768$104,821 ▲111.6%4570.5%TechnologyWDCWestern Digital$194,963$117,250 ▼-37.6%4290.5%TechnologyADIAnalog Devices$194,388$87,673 ▲82.2%4900.5%TechnologyQQQInvesco QQQ$193,080$75,457 ▲64.2%2610.5%ETFKLACKLA$190,447$84,795 ▼-30.8%9770.5%TechnologyCDNSCadence Design Systems$187,215$85,848 ▲84.7%5670.5%TechnologyCRUSCirrus Logic$185,354$109,173 ▲143.3%1,5450.5%TechnologyGLWCorning$183,436$80,263 ▲77.8%1,1930.5%TechnologyMPWRMonolithic Power Systems$183,222$91,611 ▲100.0%1360.5%TechnologyVSTVistra$182,207$127,005 ▲230.1%1,3170.5%UtilitiesETNEaton$181,767$181,767 ▲New Holding4230.5%IndustrialsSPOTSpotify Technology$179,356$53,124 ▲42.1%3680.5%Communication ServicesGLDSPDR Gold Shares$178,233$79,215 ▲80.0%4680.5%ETFBRK.BBerkshire Hathaway$177,270$109,051 ▲159.9%3560.5%FinanceIWMiShares Russell 2000 ETF$174,237$140,334 ▼-44.6%6270.5%ETFNFLXNetflix$171,654$85,583 ▲99.4%2,4670.4%Communication ServicesCOHRCoherent$166,642$233,414 ▼-58.3%5790.4%TechnologyTDYTeledyne Technologies$165,659$61,288 ▲58.7%2730.4%TechnologyCSCOCisco Systems$165,320$41,222 ▲33.2%1,5360.4%TechnologyD-WAVE QUANTUM INC$154,466$70,837 ▲84.7%9,3220.4%COMCRDOCredo Technology Group$152,715$43,243 ▲39.5%7840.4%TechnologyQTWOQ2$146,362$146,362 ▲New Holding2,6400.4%TechnologyBEBloom Energy$130,181$130,181 ▲New Holding4700.3%IndustrialsX-ENERGY INC$130,087$130,087 ▲New Holding9,1740.3%COM CL ARACEFerrari$127,283$16,500 ▼-11.5%3240.3%Consumer DiscretionaryAPHAmphenol$125,270$125,270 ▲New Holding1,4860.3%TechnologyPMPhilip Morris International$83,388$11,449 ▲15.9%4370.2%Consumer StaplesVRTXVertex Pharmaceuticals$78,9440.0%1510.2%HealthcareCOINCoinbase Global$78,665$18,455 ▲30.7%4220.2%FinanceHOODRobinhood Markets$74,700$18,675 ▼-20.0%6640.2%FinanceNETCloudflare$71,887$71,887 ▲New Holding2070.2%TechnologyGILDGilead Sciences$70,352$1,043 ▼-1.5%4720.2%HealthcareMRKMerck & Co., Inc.$69,603$12,497 ▼-15.2%4790.2%HealthcareDEDeere & Company$69,170$5,372 ▼-7.2%1030.2%IndustrialsABBVAbbVie$66,182$14,911 ▼-18.4%2530.2%HealthcareKDPKeurig Dr Pepper$64,958$2,124 ▼-3.2%2,1410.2%Consumer StaplesHCAHCA Healthcare$64,864$1,280 ▲2.0%1520.2%HealthcareACNAccenture$64,546$917 ▼-1.4%3520.2%TechnologyMOAltria Group$64,444$5,252 ▲8.9%9570.2%Consumer StaplesEXXONMOBIL HOLDINGS CORP$63,961$63,961 ▲New Holding3930.2%COM SHSCOPConocoPhillips$63,827$1,126 ▼-1.7%5100.2%EnergyTAT&T$63,660$3,416 ▲5.7%2,6090.2%Communication ServicesJNJJohnson & Johnson$63,538$11,649 ▼-15.5%2400.2%HealthcareICEIntercontinental Exchange$63,397$760 ▲1.2%4170.2%FinanceAMGNAmgen$63,227$18,547 ▼-22.7%1500.2%HealthcareRPRXRoyalty Pharma$63,146$63,146 ▲New Holding1,0820.2%HealthcareECHOSTAR CORP$62,945$14,216 ▲29.2%7040.2%CL AVVisa$62,523$8,983 ▼-12.6%1740.2%FinanceAZNCFAstraZeneca$62,489$5,490 ▲9.6%3870.2%HealthcareBARRICK MNG CORP$62,428$4,758 ▼-7.1%1,5350.2%COM SHSCMECME Group$62,351$3,930 ▲6.7%2380.2%FinanceULTAUlta Beauty$62,263$3,277 ▼-5.0%1140.2%Consumer DiscretionaryPGProcter & Gamble$62,180$1,889 ▼-2.9%4280.2%Consumer StaplesKOCoca-Cola$62,150$8,005 ▼-11.4%7220.2%Consumer StaplesJCIJohnson Controls International$61,838$3,865 ▼-5.9%4160.2%IndustrialsADMArcher Daniels Midland$61,837$2,302 ▼-3.6%7790.2%Consumer StaplesRSGRepublic Services$61,282$4,617 ▼-7.0%2920.2%IndustrialsShowing largest 100 holdings. 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