Morse Asset Management, Inc

DOSSIER · 13F-HR · Q2 2026

Morse Asset Management, Inc

$604M in tracked AUM across 415 positions as of Q2 2026.

MA

CIK 0001705711 · last filed Jun 30, 2026

Total AUM

$604M

as of Q2 2026

Holdings

415

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Morse Asset Management, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

NVDA

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$39M194K6.4%02

MU

MICRON TECHNOLOGY INC COM

$30M26K5.0%03

KLAC

KLA CORP COM NEW

$27M91K4.5%04

AVGO

BROADCOM INC COM

$25M66K4.2%05

AMZN

AMAZON COM INC COM

$21M88K3.5%06

GOOGL

ALPHABET INC CAP STK CL A

$21M57K3.4%07

META

META PLATFORMS INC CL A

$17M30K2.8%08

URI

UNITED RENTALS INC COM

$16M14K2.6%09

MSFT

MICROSOFT CORP COM

$15M41K2.5%10

TSM

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