Holdings
Morse Asset Management, Inc
As of Jun 30, 2026, Morse Asset Management, Inc reported 293 positions worth US$514M. Largest: Nvidia Corporation, Micron Technology, Inc. and Kla Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 194K | US$38.8M | −4,713 | Jun 30, 2026 |
| Micron Technology, Inc. | 26,154 | US$30.2M | −5,210 | Jun 30, 2026 |
| Kla Corporation | 90,995 | US$27.5M | +81,872 | Jun 30, 2026 |
| Broadcom Inc. | 66,343 | US$25.1M | −353 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 58,932 | US$21.1M | +50 | Jun 30, 2026 |
| Amazon.com, Inc. | 87,976 | US$21M | +223 | Jun 30, 2026 |
| Meta Platforms, Inc. | 30,165 | US$17M | −623 | Jun 30, 2026 |
| United Rentals, Inc. | 13,749 | US$15.6M | −28 | Jun 30, 2026 |
| Microsoft Corp. | 40,833 | US$15.2M | +70 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 27,670 | US$13.2M | +401 | Jun 30, 2026 |