Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

TOKYO, M0 · CIK 1545545 · 13F filing filed 2026-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entity三菱UFJモルガン・スタンレー証券株式会社 (JP)
Part of 株式会社三菱ＵＦＪフィナンシャル・グループ (JP)

Other 13F filers in this group: Mitsubishi UFJ Asset Management Co., Ltd. $180.4bn, MITSUBISHI UFJ FINANCIAL GROUP INC $78.8bn, Mitsubishi UFJ Trust & Banking Corp $45.7bn, MUFG Securities EMEA plc $9.5bn, MUFG BANK, LTD. $3.6bn, MUFG SECURITIES AMERICAS INC. $1.9bn, Mitsubishi UFJ Asset Management (UK) Ltd. $215.2m, First Sentier Investors (Australia) IM Ltd files a notice, First Sentier Investors (Australia) RE Ltd files a notice, First Sentier Investors (Hong Kong) Ltd files a notice

3 more

First Sentier Investors RQI Pty Ltd files a notice, Mitsubishi UFJ Securities Holdings Co., Ltd. files a notice, MUFG Americas Holdings Corp last filed Q3 2023

$32.7m reported value -19.6% vs Q1 2026

158positions

42.5%in top 10

10 new 11 added 136 reduced 6 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Mitsubishi UFJ Financial Group, Inc. – no 13F of its own this quarter
Mitsubishi UFJ Securities Holdings Co., Ltd. – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED MATLS INC COM AMAT	AMAT	5,365	$3.9m11.86%	11.86%	Added +4.4k	+4,442 481.3%
2	BROADCOM INC COM AVGO	AVGO	8,935	$3.4m10.32%	10.32%	Added +5.9k	+5,905 194.9%
3	NVIDIA CORPORATION COM NVDA	NVDA	7,140	$1.4m4.37%	4.37%	Added +1.1k	+1,115 18.5%
4	MICRON TECHNOLOGY INC COM MU	MU	983	$1.1m3.47%	3.47%	Reduced -2.8k	-2,779 -73.9%
5	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,429	$830.1k2.54%	2.54%	Reduced -1.6k	-1,638 -53.4%
6	MARVELL TECHNOLOGY INC COM MRVL	MRVL	2,763	$823.1k2.52%	2.52%	New
7	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	4,000	$683.4k2.09%	2.09%	New
8	PALO ALTO NETWORKS INC COM PANW	PANW	1,815	$619.0k1.89%	1.89%	Reduced -184	-184 -9.2%
9	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,603	$572.9k1.75%	1.75%	Added +491	+491 44.1%
10	AMAZON COM INC COM AMZN	AMZN	2,345	$558.9k1.71%	1.71%	Reduced -161	-161 -6.4%
11	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	2,500	$552.5k1.69%	1.69%	New
12	COHERENT CORP COM COHR	COHR	1,390	$548.3k1.68%	1.68%	Added +105	+105 8.2%
13	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	275	$547.1k1.67%	1.67%	Reduced -160	-160 -36.8%
14	WALMART INC COM WMT	WMT	4,792	$542.7k1.66%	1.66%	Added +3.3k	+3,257 212.2%
15	VERTIV HOLDINGS CO COM CL A VRT	VRT	1,503	$503.2k1.54%	1.54%	Added +265	+265 21.4%
16	GE VERNOVA INC COM GEV	GEV	412	$484.0k1.48%	1.48%	Added +197	+197 91.6%
17	SANDISK CORP COM SNDK	SNDK	208	$472.9k1.45%	1.45%	Reduced -310	-310 -59.9%
18	WESTERN DIGITAL CORP COM WDC	WDC	687	$438.8k1.34%	1.34%	Reduced -2.7k	-2,743 -80.0%
19	QUANTA SVCS INC COM PWR	PWR	608	$437.8k1.34%	1.34%	Added +264	+264 76.7%
20	KLA CORP COM NEW KLAC	KLAC	1,412	$426.0k1.30%	1.30%	Reduced -738	-738 -34.3%
21	LUMENTUM HLDGS INC COM LITE	LITE	487	$417.9k1.28%	1.28%	Added +33	+33 7.3%
22	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	415	$400.5k1.22%	1.22%	Reduced -2.1k	-2,060 -83.2%
23	ASTERA LABS INC COM ALAB	ALAB	808	$390.3k1.19%	1.19%	Reduced -1.9k	-1,943 -70.6%
24	ARISTA NETWORKS INC COM SHS ANET	ANET	2,159	$366.8k1.12%	1.12%	Reduced -391	-391 -15.3%
25	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	1,039	$363.7k1.11%	1.11%	Reduced -73	-73 -6.6%
26	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,132	$340.1k1.04%	1.04%	Reduced -1.4k	-1,394 -55.2%
27	PARKER-HANNIFIN CORP COM PH	PH	291	$284.6k0.87%	0.87%	New
28	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,353	$274.5k0.84%	0.84%	Reduced -1.9k	-1,883 -44.5%
29	CARNIVAL CORP LTD COMMON SHARES CCL	CCL	9,566	$273.3k0.84%	0.84%	New
30	VALERO ENERGY CORP COM VLO	VLO	1,026	$267.2k0.82%	0.82%	New
31	VIKING HOLDINGS LTD ORD SHS VIK	VIK	2,511	$262.8k0.80%	0.80%	New
32	DELL TECHNOLOGIES INC CL C DELL	DELL	503	$217.0k0.66%	0.66%	Reduced -1.3k	-1,274 -71.7%
33	MICROSOFT CORP COM MSFT	MSFT	567	$211.5k0.65%	0.65%	Reduced -287	-287 -33.6%
34	SNOWFLAKE INC CL A SNOW	SNOW	812	$206.7k0.63%	0.63%	New
35	CINTAS CORP COM CTAS	CTAS	1,111	$189.0k0.58%	0.58%	Unchanged
36	CORNING INC COM GLW	GLW	671	$171.4k0.52%	0.52%	Reduced -1.6k	-1,638 -70.9%
37	LAM RESEARCH CORP COM NEW LRCX	LRCX	394	$170.7k0.52%	0.52%	Reduced -1.1k	-1,083 -73.3%
38	CHEVRON CORP NEW COM CVX	CVX	1,027	$170.2k0.52%	0.52%	Added +125	+125 13.9%
39	MKS INC. COM MKSI	MKSI	378	$168.1k0.51%	0.51%	Reduced -1.0k	-1,010 -72.8%
40	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	562	$152.8k0.47%	0.47%	Reduced -2.7k	-2,679 -82.7%
41	TERADYNE INC COM TER	TER	304	$147.1k0.45%	0.45%	Reduced -747	-747 -71.1%
42	FERRARI N V COM RACE	RACE	366	$136.3k0.42%	0.42%	Reduced -383	-383 -51.1%
43	CISCO SYS INC COM CSCO	CSCO	1,153	$135.4k0.41%	0.41%	Reduced -2.7k	-2,651 -69.7%
44	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	276	$131.8k0.40%	0.40%	Reduced -682	-682 -71.2%
45	D-WAVE QUANTUM INC COM QBTS	QBTS	5,047	$121.1k0.37%	0.37%	Reduced -16.3k	-16,285 -76.3%
46	LOCKHEED MARTIN CORP COM LMT	LMT	235	$119.7k0.37%	0.37%	New
47	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	259	$118.9k0.36%	0.36%	Reduced -395	-395 -60.4%
48	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	159	$117.1k0.36%	0.36%	New
49	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	307	$115.2k0.35%	0.35%	Reduced -807	-807 -72.4%
50	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	172	$114.7k0.35%	0.35%	Reduced -339	-339 -66.3%
51	APPLE INC COM AAPL	AAPL	383	$110.8k0.34%	0.34%	Reduced -853	-853 -69.0%
52	ANALOG DEVICES INC COM ADI	ADI	269	$106.8k0.33%	0.33%	Reduced -728	-728 -73.0%
53	SYNOPSYS INC COM SNPS	SNPS	216	$96.4k0.29%	0.29%	Reduced -562	-562 -72.2%
54	SPDR GOLD TR GOLD SHS GLD	GLD	260	$95.8k0.29%	0.29%	Reduced -520	-520 -66.7%
55	CIRRUS LOGIC INC COM CRUS	CRUS	635	$94.3k0.29%	0.29%	Reduced -1.5k	-1,467 -69.8%
56	AXON ENTERPRISE INC COM AXON	AXON	168	$94.2k0.29%	0.29%	Reduced -248	-248 -59.6%
57	MONOLITHIC PWR SYS INC COM MPWR	MPWR	68	$94.0k0.29%	0.29%	Reduced -227	-227 -77.0%
58	UNITED AIRLS HLDGS INC COM UAL	UAL	683	$92.9k0.28%	0.28%	Reduced -1.3k	-1,340 -66.2%
59	NETFLIX INC COM NFLX	NFLX	1,237	$88.3k0.27%	0.27%	Reduced -2.1k	-2,112 -63.1%
60	DELTA AIR LINES INC DEL COM NEW DAL	DAL	902	$84.5k0.26%	0.26%	Reduced -1.9k	-1,903 -67.8%
61	GE AEROSPACE COM NEW GE	GE	223	$83.3k0.25%	0.25%	Reduced -434	-434 -66.1%
62	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	830	$83.2k0.25%	0.25%	Reduced -1.8k	-1,835 -68.9%
63	ROCKET LAB CORP COM RKLB	RKLB	812	$82.5k0.25%	0.25%	Reduced -2.0k	-2,032 -71.5%
64	MONSTER BEVERAGE CORP NEW COM MNST	MNST	844	$81.1k0.25%	0.25%	Reduced -1.8k	-1,761 -67.6%
65	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	279	$78.5k0.24%	0.24%	Reduced -497	-497 -64.0%
66	ABBVIE INC COM ABBV	ABBV	310	$78.0k0.24%	0.24%	Reduced -578	-578 -65.1%
67	ELI LILLY & CO COM LLY	LLY	65	$78.0k0.24%	0.24%	Reduced -144	-144 -68.9%
68	UNITED RENTALS INC COM URI	URI	68	$77.0k0.24%	0.24%	Reduced -185	-185 -73.1%
69	GRAINGER W W INC COM GWW	GWW	56	$76.2k0.23%	0.23%	Reduced -120	-120 -68.2%
70	CATERPILLAR INC COM CAT	CAT	71	$75.6k0.23%	0.23%	Reduced -196	-196 -73.4%
71	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	151	$75.0k0.23%	0.23%	Reduced -262	-262 -63.4%
72	STATE STR CORP COM STT	STT	430	$72.9k0.22%	0.22%	Reduced -1.1k	-1,062 -71.2%
73	MERCK & CO INC COM MRK	MRK	565	$72.6k0.22%	0.22%	Reduced -1.0k	-1,012 -64.2%
74	3M CO COM MMM	MMM	448	$72.5k0.22%	0.22%	Reduced -854	-854 -65.6%
75	KEURIG DR PEPPER INC COM KDP	KDP	2,211	$72.4k0.22%	0.22%	Reduced -4.2k	-4,182 -65.4%
76	JOHNSON & JOHNSON COM JNJ	JNJ	284	$72.1k0.22%	0.22%	Reduced -500	-500 -63.8%
77	TRANSDIGM GROUP INC COM TDG	TDG	54	$71.9k0.22%	0.22%	Reduced -109	-109 -66.9%
78	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	287	$71.7k0.22%	0.22%	Reduced -676	-676 -70.2%
79	HOME DEPOT INC COM HD	HD	203	$71.6k0.22%	0.22%	Reduced -437	-437 -68.3%
80	NETEASE INC SPONSORED ADS NTES	NTES	556	$71.2k0.22%	0.22%	Reduced -1.1k	-1,150 -67.4%
81	PNC FINL SVCS GROUP INC COM PNC	PNC	289	$71.2k0.22%	0.22%	Reduced -624	-624 -68.3%
82	GOLDMAN SACHS GROUP INC COM GS	GS	70	$70.8k0.22%	0.22%	Reduced -158	-158 -69.3%
83	HOWMET AEROSPACE INC COM HWM	HWM	263	$70.7k0.22%	0.22%	Reduced -550	-550 -67.7%
84	DEERE & CO COM DE	DE	111	$70.4k0.22%	0.22%	Reduced -212	-212 -65.6%
85	AMGEN INC COM AMGN	AMGN	194	$70.3k0.21%	0.21%	Reduced -337	-337 -63.5%
86	RTX CORPORATION COM RTX	RTX	370	$70.2k0.21%	0.21%	Reduced -602	-602 -61.9%
87	BANK NEW YORK MELLON CORP COM BNY	BNY	483	$69.8k0.21%	0.21%	Reduced -1.1k	-1,124 -69.9%
88	FASTENAL CO COM FAST	FAST	1,443	$69.3k0.21%	0.21%	Reduced -2.7k	-2,714 -65.3%
89	BANK AMERICA CORP COM BAC	BAC	1,204	$68.6k0.21%	0.21%	Reduced -2.7k	-2,683 -69.0%
90	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	137	$68.6k0.21%	0.21%	Reduced -258	-258 -65.3%
91	VISA INC COM CL A V	V	199	$68.3k0.21%	0.21%	Reduced -415	-415 -67.6%
92	PHILIP MORRIS INTL INC COM PM	PM	377	$68.2k0.21%	0.21%	Reduced -777	-777 -67.3%
93	COLGATE PALMOLIVE CO COM CL	CL	741	$67.9k0.21%	0.21%	Reduced -1.5k	-1,488 -66.8%
94	DARDEN RESTAURANTS INC COM DRI	DRI	329	$67.8k0.21%	0.21%	Reduced -614	-614 -65.1%
95	JPMORGAN CHASE & CO COM JPM	JPM	207	$67.8k0.21%	0.21%	Reduced -436	-436 -67.8%
96	METLIFE INC COM MET	MET	800	$67.7k0.21%	0.21%	Reduced -1.9k	-1,889 -70.2%
97	CSX CORP COM CSX	CSX	1,420	$67.5k0.21%	0.21%	Reduced -3.3k	-3,321 -70.0%
98	ASTRAZENECA PLC ORD AZN	AZN	353	$66.9k0.20%	0.20%	Reduced -669	-669 -65.5%
99	REPUBLIC SVCS INC COM RSG	RSG	314	$66.9k0.20%	0.20%	Reduced -549	-549 -63.6%
100	YUM BRANDS INC COM YUM	YUM	416	$66.5k0.20%	0.20%	Reduced -785	-785 -65.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
META PLATFORMS INC META	META	571	$326.7k571 shares
CARVANA CO CVNA	CVNA	5,185	$326.0k5.2k shares
ORACLE CORP ORCL	ORCL	2,188	$321.9k2.2k shares
TESLA INC TSLA	TSLA	840	$312.3k840 shares
CROWDSTRIKE HLDGS INC CRWD	CRWD	796	$310.8k796 shares
HONEYWELL INTL INC		416	$188.3k416 shares