Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Est. AUM

$40.7M

13F long equity, this entity only

Positions

154

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICRON TECHNOLOGY INC	COM	$1.3M	3762	3.12%	DFND
2	NVIDIA CORPORATION	COM	$1.1M	6025	2.58%	DFND
3	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$970K	2475	2.38%	DFND
4	BROADCOM INC	COM	$938K	3030	2.31%	DFND
5	WESTERN DIGITAL CORP	COM	$928K	3430	2.28%	DFND
6	ARM HOLDINGS PLC	SPONSORED ADS	$916K	6057	2.25%	DFND
7	ISHARES TR	RUSSELL 2000 ETF	$626K	2526	1.54%	DFND
8	ADVANCED MICRO DEVICES INC	COM	$624K	3067	1.53%	DFND
9	PALANTIR TECHNOLOGIES INC	CL A	$620K	4236	1.52%	DFND
10	ASML HLDG NV	N Y REGISTRY SHS	$575K	435	1.41%	DFND
11	AMAZON COM INC	COM	$522K	2506	1.28%	DFND
12	SPDR GOLD TR	GOLD SHS	$336K	780	0.83%	DFND
13	SANDISK CORP	COM	$329K	518	0.81%	DFND
14	META PLATFORMS INC	CL A	$327K	571	0.80%	DFND
15	CARVANA CO	CL A	$326K	1037	0.80%	DFND
16	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$324K	958	0.80%	DFND
17	MONOLITHIC PWR SYS INC	COM	$323K	295	0.79%	DFND
18	ORACLE CORP	COM	$322K	2188	0.79%	DFND
19	NETFLIX INC.	COM	$322K	3349	0.79%	DFND
20	PALO ALTO NETWORKS INC	COM	$320K	1999	0.79%	DFND
21	ALPHABET INC	CAP STK CL A	$320K	1112	0.79%	DFND
22	LUMENTUM HLDGS INC	COM	$319K	454	0.78%	DFND
23	MKS INC.	COM	$319K	1388	0.78%	DFND
24	KLA CORP	COM NEW	$317K	215	0.78%	DFND
25	ANALOG DEVICES INC	COM	$317K	997	0.78%	DFND
26	SPOTIFY TECHNOLOGY S A	SHS	$317K	654	0.78%	DFND
27	LAM RESEARCH CORP	COM NEW	$316K	1477	0.78%	DFND
28	MICROSOFT CORP	COM	$316K	854	0.78%	DFND
29	APPLIED MATLS INC	COM	$315K	923	0.77%	DFND
30	CORNING INC	COM	$314K	2309	0.77%	DFND
31	APPLE INC	COM	$314K	1236	0.77%	DFND
32	KEYSIGHT TECHNOLOGIES INC	COM	$314K	1112	0.77%	DFND
33	ARISTA NETWORKS INC	COM SHS	$313K	2550	0.77%	DFND
34	TERADYNE INC	COM	$312K	1051	0.77%	DFND
35	TESLA INC	COM	$312K	840	0.77%	DFND
36	CROWDSTRIKE HLDGS INC	CL A	$311K	796	0.76%	DFND
37	VERTIV HOLDINGS CO	COM CL A	$310K	1238	0.76%	DFND
38	CADENCE DESIGN SYSTEM INC	COM	$310K	1114	0.76%	DFND
39	TELEDYNE TECHNOLOGIES INC	COM	$309K	511	0.76%	DFND
40	SYNOPSYS INC	COM	$308K	778	0.76%	DFND
41	D-WAVE QUANTUM INC	COM	$308K	21332	0.76%	DFND
42	COHERENT CORP	COM	$306K	1285	0.75%	DFND
43	CIRRUS LOGIC INC	COM	$304K	2102	0.75%	DFND
44	CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$304K	3241	0.75%	DFND
45	ASTERA LABS INC	COM	$302K	2751	0.74%	DFND
46	CISCO SYS INC	COM	$295K	3804	0.73%	DFND
47	DELL TECHNOLOGIES INC	CL C	$292K	1777	0.72%	DFND
48	FERRARI N V	COM	$253K	749	0.62%	DFND
49	LOWES COS INC	COM	$240K	1014	0.59%	DFND
50	HOME DEPOT INC	COM	$210K	640	0.52%	DFND

1–50 of 154

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.