Mitsubishi UFJ Morgan Stanley Securities Co.
Mitsubishi UFJ Morgan Stanley Securities Co. reported 158 stocks worth $32.7M in its 13F filing for Q2 2026, filed Jul 15, 2026. Its largest holdings are AMAT (11.9%), AVGO (10.3%) and NVDA (4.4%). Compared with Q1 2026, the fund opened new positions in MRVL, SPCX and CBRS, added to AMAT, AVGO and NVDA, trimmed MU, AMD and PANW and sold out of META, CVNA and ORCL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMAT Applied Matls Inc | $3.9M | 11.9% | 5,365 | +4,442 (+481%) | 2 of 3 | |
| 2 |  AVGO Broadcom Inc | $3.4M | 10.3% | 8,935 | +5,905 (+195%) | 3 of 3 | |
| 3 |  NVDA Nvidia Corporation | $1.4M | 4.4% | 7,140 | +1,115 (+19%) | 3 of 3 | |
| 4 |  MU Micron Technology Inc | $1.1M | 3.5% | 983 | −2,779 (−74%) | 2 of 3 | |
| 5 |  AMD Advanced Micro Devices Inc | $830K | 2.5% | 1,429 | −1,638 (−53%) | 2 of 3 | |
| 6 |  MRVL Marvell Technology Inc | $823K | 2.5% | 2,763 | New position | 1 of 3 | |
| 7 |  SPCX Space Exploration Techn Corp Class A Com Stk | $683K | 2.1% | 4,000 | New position | 1 of 3 | |
| 8 |  PANW Palo Alto Networks Inc | $619K | 1.9% | 1,815 | −184 (−9%) | 3 of 3 | |
| 9 |  GOOGL Alphabet Inc | $573K | 1.8% | 1,603 | +491 (+44%) | 3 of 3 | |
| 10 |  AMZN Amazon Com Inc | $559K | 1.7% | 2,345 | −161 (−6%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 META Meta Platforms Inc | $327K | 571 |
 CVNA Carvana Co | $326K | 1,037 |
 ORCL Oracle Corp | $322K | 2,188 |
 TSLA Tesla Inc | $312K | 840 |
 CRWD Crowdstrike Hldgs Inc | $311K | 796 |
🔒 Free account: see all 6.
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 15, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Mitsubishi UFJ Morgan Stanley Securities Co. 13F FAQ
What does Mitsubishi UFJ Morgan Stanley Securities Co. own?
Mitsubishi UFJ Morgan Stanley Securities Co. reported 158 stocks worth $32.7M in its 13F filing for Q2 2026, filed Jul 15, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Mitsubishi UFJ Morgan Stanley Securities Co. buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 12 added to, 135 trimmed and 6 sold out. New positions include MRVL, SPCX and CBRS. It sold all of META, CVNA and ORCL.
When will Mitsubishi UFJ Morgan Stanley Securities Co. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mitsubishi UFJ Morgan Stanley Securities Co.'s portfolio worth?
The Q2 2026 filing reports $32.7M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.