13F Insight
DOSSIER · 13F-HR · Q1 2026

Morse Asset Management, Inc

$481M in tracked AUM across 403 positions as of Q1 2026.

MA
CIK 0001705711 · last filed Mar 31, 2026
Total AUM
$481M
as of Q1 2026
Holdings
403
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Morse Asset Management, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION COM
$35M198K7.2%02
AVGO
BROADCOM INC COM
$21M67K4.3%03
AMZN
AMAZON COM INC COM
$18M88K3.8%04
META
META PLATFORMS INC CL A
$18M31K3.7%05
GOOGL
ALPHABET INC CAP STK CL A
$16M57K3.4%06
MSFT
MICROSOFT CORP COM
$15M41K3.1%07
KLAC
KLA CORP COM NEW
$13M9K2.8%08
EVR
EVERCORE INC CLASS A
$11M38K2.4%09
MU
MICRON TECHNOLOGY INC COM
$11M31K2.2%10
URI
UNITED RENTALS INC COM
$10M14K2.1%

Filing history

2026Q1Mar 31
$481M▼ 3.8%
403 positionsView →2025Q4Dec 31
$500M▼ 0.2%
393 positionsView →2025Q3Sep 30
$501M▲ 9.8%
369 positionsView →2025Q2Jun 30
$456M▲ 15.2%
364 positionsLocked2025Q1Mar 31
$396M▼ 9.5%
341 positionsLocked2024Q4Dec 31
$438M▼ 5.7%
335 positionsLocked2024Q3Sep 30
$464M▲ 12.6%
345 positionsLocked2024Q2Jun 30
$412M▲ 5.2%
143 positionsLocked2024Q1Mar 31
$392M▲ 15.4%
140 positionsLocked2023Q4Dec 31
$340M▲ 7.5%
126 positionsLocked2023Q3Sep 30
$316M▼ 3.9%
130 positionsLocked2023Q2Jun 30
$329M▲ 11.1%
137 positionsLocked
Showing 12 of 34