Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
SEC Form 13F institutional filer · CIK 0001545545
13F-HR · 135 reported holdings · 2026-03-31
Reported long-US-equity value
$0.03B
Top-10 concentration
22.6%
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. — $34.9M AUM allocation strategy
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. files SEC Form 13F and reports $34.9M of long US equity value across 135 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.8%, followed by Communication Services 2.8% and Consumer Discretionary 2.4%.
The top 10 holdings account for 23% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$34.9M
total across 135 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
23% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CDNS +533 sh · +$128K+$COIN +447 sh · +$45.3K+$ACN +192 sh · −$15.3K
Biggest trims (shares)
−$NVDA −36.2K sh · −$6.83M−$PLTR −9.91K sh · −$1.89M−$ORCL −7.94K sh · −$1.65M
Exited to nil (held last quarter, gone now)
$CRM ($697K last qtr)$INTU ($545K last qtr)$ROP ($383K last qtr)$APP ($294K last qtr)$ROL ($254K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors13.0%—
- Technology Hardware, Storage & Peripherals6.4%—
- Application Software2.7%—
- Interactive Media & Services1.8%—
- Broadline Retail1.5%—
- Automotive Retail0.9%—
- Movies & Entertainment0.9%—
- Systems Software0.9%—
- Other holdings71.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MU | Micron Technology Inc | 3.76K | $1.27M | — | 3.6% |
| $NVDA | NVIDIA Corporation | 6.03K | $1.05M | -36.2K | 3.0% |
| $STX | Seagate Technology Holdings PLC | 2.48K | $970K | -3.02K | 2.8% |
| $AVGO | Broadcom Inc | 3.03K | $938K | +164 | 2.7% |
| $WDC | Western Digital Corporation | 3.43K | $928K | -6.47K | 2.7% |
| $AMD | Advanced Micro Devices Inc | 3.07K | $624K | — | 1.8% |
| $PLTR | Palantir Technologies Inc | 4.24K | $620K | -9.91K | 1.8% |
| $AMZN | Amazon.com Inc | 2.51K | $522K | -1.11K | 1.5% |
| $SNDK | Sandisk Corporation | 518 | $329K | — | 0.9% |
…and 126 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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