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 $40.68 million in total holdings as of March 31, 2026.Mitsubishi Ufj Morgan Stanley Securities Co., Ltd. owns shares of 154 different stocks, but just 111 companies or ETFs make up 80% of its holdings.Approximately 34.00% of the portfolio was purchased this quarter.About 87.05% of the portfolio was sold this quarter.This quarter, Mitsubishi Ufj Morgan Stanley Securities Co., Ltd. has purchased 130 new stocks and bought additional shares in 10 stocks.Mitsubishi Ufj Morgan Stanley Securities Co., Ltd. sold shares of 90 stocks and completely divested from 26 stocks this quarter.Largest Holdings Micron Technology $1,270,954NVIDIA $1,050,760Seagate Technology $969,606Broadcom $937,815Western Digital $927,781 Largest New Holdings this Quarter 595112103 - Micron Technology $1,270,954 Holding464287655 - iShares Russell 2000 ETF $626,448 Holding007903107 - Advanced Micro Devices $623,920 Holding80004C200 - SANDISK CORP $329,106 Holding146869102 - Carvana $326,012 Holding Largest Purchases this Quarter Micron Technology 3,762 shares (about $1.27M)iShares Russell 2000 ETF 2,526 shares (about $626.45K)Advanced Micro Devices 3,067 shares (about $623.92K)SANDISK CORP 518 shares (about $329.11K)Carvana 1,037 shares (about $326.01K) Largest Sales this Quarter NVIDIA 36,215 shares (about $6.32M)Western Digital 6,468 shares (about $1.75M)PALANTIR TECHNOLOGIES INC 9,907 shares (about $1.45M)Monolithic Power Systems 1,121 shares (about $1.23M)Seagate Technology 3,021 shares (about $1.18M) 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$1,270,954$1,270,954 â–²New Holding3,7623.1%Computer and TechnologyNVDANVIDIA$1,050,760$6,315,896 â–¼-85.7%6,0252.6%Computer and TechnologySTXSeagate Technology$969,606$1,183,507 â–¼-55.0%2,4752.4%Computer and TechnologyAVGOBroadcom$937,815$50,760 â–²5.7%3,0302.3%Computer and TechnologyWDCWestern Digital$927,781$1,749,530 â–¼-65.3%3,4302.3%Computer and TechnologyARM HOLDINGS PLC$916,303$405,884 â–¼-30.7%6,0572.3%SPONSORED ADSIWMiShares Russell 2000 ETF$626,448$626,448 â–²New Holding2,5261.5%FinanceAMDAdvanced Micro Devices$623,920$623,920 â–²New Holding3,0671.5%Computer and TechnologyPALANTIR TECHNOLOGIES INC$619,642$1,449,196 â–¼-70.0%4,2361.5%CL AASMLASML$574,561$310,395 â–²117.5%4351.4%Computer and TechnologyAMZNAmazon.com$521,925$232,013 â–¼-30.8%2,5061.3%Retail/WholesaleGLDSPDR Gold Shares$335,6260.0%7800.8%FinanceSANDISK CORP$329,106$329,106 â–²New Holding5180.8%COMMETAMeta Platforms$326,686$174,500 â–¼-34.8%5710.8%Computer and TechnologyCVNACarvana$326,012$326,012 â–²New Holding1,0370.8%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$323,756$745,180 â–¼-69.7%9580.8%Computer and TechnologyMPWRMonolithic Power Systems$322,538$1,225,644 â–¼-79.2%2950.8%Computer and TechnologyNFLXNetflix$322,006$172,204 â–¼-34.8%3,3490.8%Consumer DiscretionaryORCLOracle$321,877$1,167,613 â–¼-78.4%2,1880.8%Computer and TechnologyPANWPalo Alto Networks$320,480$149,418 â–¼-31.8%1,9990.8%Computer and TechnologyGOOGLAlphabet$319,767$568,794 â–¼-64.0%1,1120.8%Computer and TechnologyLITELumentum$319,053$319,053 â–²New Holding4540.8%Computer and TechnologyMKSIMKS$318,976$318,976 â–²New Holding1,3880.8%Computer and TechnologyADIAnalog Devices$317,186$28,951 â–²10.0%9970.8%Computer and TechnologySPOTSpotify Technology$317,131$22,306 â–¼-6.6%6540.8%Computer and TechnologyKLACKLA$316,568$316,568 â–²New Holding2150.8%Computer and TechnologyMSFTMicrosoft$316,125$150,659 â–¼-32.3%8540.8%Computer and TechnologyLAM RESEARCH CORP$315,576$315,576 â–²New Holding1,4770.8%COM NEWAMATApplied Materials$315,472$315,472 â–²New Holding9230.8%Computer and TechnologyKEYSKeysight Technologies$313,995$313,995 â–²New Holding1,1120.8%Computer and TechnologyGLWCorning$313,955$110,680 â–¼-26.1%2,3090.8%Computer and TechnologyAAPLApple$313,684$344,393 â–¼-52.3%1,2360.8%Computer and TechnologyARISTA NETWORKS INC$313,089$476,755 â–¼-60.4%2,5500.8%COM SHSTSLATesla$312,270$914,505 â–¼-74.5%8400.8%Auto/Tires/TrucksTERTeradyne$311,579$311,579 â–²New Holding1,0510.8%Computer and TechnologyCRWDCrowdStrike$310,766$876,469 â–¼-73.8%7960.8%Computer and TechnologyVRTVertiv$310,218$53,374 â–¼-14.7%1,2380.8%Computer and TechnologyCDNSCadence Design Systems$309,547$148,105 â–²91.7%1,1140.8%Computer and TechnologyTDYTeledyne Technologies$309,160$309,160 â–²New Holding5110.8%AerospaceSNPSSynopsys$308,461$156,213 â–¼-33.6%7780.8%Computer and TechnologyQBTSD-Wave Quantum$307,821$630,130 â–¼-67.2%21,3320.8%Computer and TechnologyCOHRCoherent$306,100$306,100 â–²New Holding1,2850.8%Business ServicesCRDOCredo Technology Group$304,233$399,793 â–¼-56.8%3,2410.7%Computer and TechnologyCRUSCirrus Logic$303,991$303,991 â–²New Holding2,1020.7%Computer and TechnologyASTERA LABS INC$301,510$27,290 â–¼-8.3%2,7510.7%COMCSCOCisco Systems$295,152$357,069 â–¼-54.7%3,8040.7%Computer and TechnologyDELLDell Technologies$291,659$291,659 â–²New Holding1,7770.7%Computer and TechnologyRACEFerrari$253,499$71,074 â–²39.0%7490.6%Auto/Tires/TrucksLOWLowe's Companies$239,5880.0%1,0140.6%Retail/WholesaleHDHome Depot$210,4900.0%6400.5%Retail/WholesaleETREntergy$204,832$204,832 â–²New Holding1,8230.5%UtilitiesBARRICK MNG CORP$204,072$688,004 â–¼-77.1%5,0030.5%COM SHSAZNCFAstraZeneca$201,559$201,559 â–²New Holding1,0220.5%MedicalSATSEchoStar$197,029$197,029 â–²New Holding1,6830.5%Computer and TechnologyCSXCSX$194,618$194,618 â–²New Holding4,7410.5%TransportationABBVAbbVie$193,131$72,642 â–¼-27.3%8880.5%MedicalGSThe Goldman Sachs Group$192,886$199,654 â–¼-50.9%2280.5%FinanceFASTFastenal$192,885$119,063 â–¼-38.2%4,1570.5%Retail/WholesaleLLYEli Lilly and Company$192,232$80,020 â–¼-29.4%2090.5%MedicalXOMExxonMobil$192,225$169,151 â–¼-46.8%1,1330.5%EnergyTTTrane Technologies$192,117$5,418 â–¼-2.7%4610.5%ConstructionBABoeing$192,064$114,442 â–¼-37.3%9650.5%AerospaceGWWW.W. Grainger$191,983$191,983 â–²New Holding1760.5%IndustrialsJNJJohnson & Johnson$191,641$158,153 â–¼-45.2%7840.5%MedicalMOAltria Group$191,503$63,416 â–¼-24.9%2,9020.5%Consumer StaplesBMYBristol Myers Squibb$191,351$53,918 â–¼-22.0%3,1550.5%MedicalNEENextEra Energy$191,054$191,054 â–²New Holding2,0570.5%UtilitiesNTESNetEase$190,970$14,664 â–²8.3%1,7060.5%Computer and TechnologyKOCocaCola$190,962$47,607 â–¼-20.0%2,5110.5%Consumer StaplesGILDGilead Sciences$190,937$98,953 â–¼-34.1%1,3700.5%MedicalPMPhilip Morris International$190,802$46,956 â–¼-19.7%1,1540.5%Consumer StaplesTSNTyson Foods$190,800$190,800 â–²New Holding2,9780.5%Consumer StaplesWALMART INC$190,770$135,341 â–¼-41.5%1,5350.5%COMSRESempra Energy$190,745$190,745 â–²New Holding1,9630.5%UtilitiesAEPAmerican Electric Power$190,721$87,037 â–¼-31.3%1,4550.5%UtilitiesBANK NEW YORK MELLON CORP$190,638$190,638 â–²New Holding1,6070.5%COMCOSTCostco Wholesale$190,318$44,839 â–¼-19.1%1910.5%Retail/WholesaleFIXComfort Systems USA$190,301$190,301 â–²New Holding1380.5%ConstructionWMWaste Management$190,266$37,456 â–¼-16.4%8280.5%Business ServicesPGProcter & Gamble$190,227$5,489 â–¼-2.8%1,3170.5%Consumer StaplesTTWOTake-Two Interactive Software$190,193$10,270 â–²5.7%9630.5%Consumer DiscretionaryMETMetLife$190,166$31,683 â–¼-14.3%2,6890.5%FinanceAFLAflac$190,127$45,859 â–¼-19.4%1,7330.5%FinanceTJXTJX Companies$190,043$95,501 â–¼-33.4%1,1900.5%Retail/WholesaleIBKRInteractive Brokers Group$190,009$190,009 â–²New Holding2,8330.5%FinancePNCThe PNC Financial Services Group$189,986$189,986 â–²New Holding9130.5%FinanceNDAQNasdaq$189,984$84,381 â–¼-30.8%2,2380.5%FinanceCLColgate-Palmolive$189,978$16,449 â–¼-8.0%2,2290.5%Consumer StaplesEXCExelon$189,903$46,569 â–¼-19.7%3,8740.5%UtilitiesCTVACorteva$189,771$189,771 â–²New Holding2,2670.5%Consumer StaplesDUKDuke Energy$189,732$52,638 â–¼-21.7%1,4490.5%UtilitiesMRKMerck & Co., Inc.$189,697$189,697 â–²New Holding1,5770.5%MedicalSOSouthern$189,662$48,839 â–¼-20.5%1,9650.5%UtilitiesBUNGE GLOBAL SA$189,655$189,655 â–²New Holding1,4910.5%COM SHSROSTRoss Stores$189,551$189,551 â–²New Holding8750.5%Retail/WholesaleBACBank of America$189,491$109,151 â–¼-36.5%3,8870.5%FinanceACNAccenture$189,367$38,072 â–²25.2%9550.5%Computer and TechnologyBRK.BBerkshire Hathaway$189,284$19,647 â–¼-9.4%3950.5%FinanceMSCIMSCI$189,193$38,809 â–¼-17.0%3510.5%FinanceCATCaterpillar$189,159$365,566 â–¼-65.9%2670.5%IndustrialsShowing largest 100 holdings. 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