Morse Asset Management, Inc: 13F holdings
CIK 17057112026Q2
| Positions | 415 |
|---|
| Reported value | $603.8m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 415 (+12 vs prior quarter) |
|---|
| Reported value | $603.8m (+25.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION COM | 193,754 | $38.8m | 6.4% |
| MU MICRON TECHNOLOGY INC COM | 26,154 | $30.2m | 5.0% |
| KLAC KLA CORP COM NEW | 90,995 | $27.5m | 4.5% |
| AVGO BROADCOM INC COM | 66,343 | $25.1m | 4.2% |
| AMZN AMAZON COM INC COM | 87,976 | $21.0m | 3.5% |
| GOOGL ALPHABET INC CAP STK CL A | 57,406 | $20.5m | 3.4% |
| META META PLATFORMS INC CL A | 30,165 | $17.0m | 2.8% |
| URI UNITED RENTALS INC COM | 13,749 | $15.6m | 2.6% |
| MSFT MICROSOFT CORP COM | 40,833 | $15.2m | 2.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 27,670 | $13.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1705711")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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