Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. reported 5 stock positions worth $7.9 million. Its top holding was Micron Technology (MU) at 38.4% of the portfolio, followed by Johnson & Johnson (JNJ, 33.9%) and Nvidia (NVDA, 12.5%). Compared with Q1 2024, it opened 5 new positions and sold out of 30. The biggest buy was a new position in Micron Technology (MU) and the biggest sale an exit from Carnival (CCL).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001545545
- Portfolio Value
- $7.9M (Q2 2024)
- SEC Filing
- 0001545545-24-000011 ↗ filed Aug 2, 2024
Holdings Value
Holdings 5 stocks · $7.9M
Portfolio Sells Q1 2024 → Q2 2024
| CCL Carnival Corp. | Sold out | 0.00% | −16.01 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −13.67 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −13.44 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −9.02 |
| V Visa Inc. Class A | Sold out | 0.00% | −6.65 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −4.57 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −3.56 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −3.42 |
| BAC Bank of America Corp. | Sold out | 0.00% | −3.26 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −2.87 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −2.83 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −2.77 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −2.46 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −2.38 |
| INTC Intel Corp. | Sold out | 0.00% | −2.31 |
| PM Philip Morris International | Sold out | 0.00% | −1.90 |
| TSLA Tesla Inc. | Sold out | 0.00% | −1.83 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −1.22 |
| ZS Zscaler Inc. | Sold out | 0.00% | −1.07 |
| MCD McDonald's Corp. | Sold out | 0.00% | −1.01 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.86 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.72 |
| BA The Boeing Co. | Sold out | 0.00% | −0.72 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.45 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.28 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.25 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.22 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.12 |
| AMBA Ambarella Inc. | Sold out | 0.00% | −0.09 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.05 |