MORSE ASSET MANAGEMENT, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALAB | 28K | $5.44M |
 | WGS | 27K | $2.96M |
 | TSM | 27K | $7.60M |
 | PLTR | 26K | $4.75M |
 | VST | 25K | $4.87M |
 | GE | 24K | $7.25M |
 | APO | 23K | $3.10M |
 | VIK | 23K | $1.44M |
 | AMD | 23K | $3.74M |
 | VRME | 23K | $20.43K |
 | MRK | 23K | $1.91M |
 | DHI | 22K | $3.74M |
 | CSX | 22K | $768.79K |
 | BA | 22K | $4.65M |
 | BAC | 21K | $1.08M |
 | LRCX | 20K | $2.73M |
 | HD | 19K | $7.70M |
 | JNJ | 19K | $3.48M |
 | UNH | 16K | $5.62M |
 | UBER | 16K | $1.54M |
Astera Labs, Inc. Common Stock
ALAB
Shares Held
28K
Value
$5.44M
GeneDx Holdings Corp.
WGS
Shares Held
27K
Value
$2.96M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
27K
Value
$7.60M
Palantir Technologies Inc.
PLTR
Shares Held
26K
Value
$4.75M
Vistra Corp.
VST
Shares Held
25K
Value
$4.87M
GE Aerospace
GE
Shares Held
24K
Value
$7.25M
Apollo Global Management, Inc.
APO
Shares Held
23K
Value
$3.10M
Viking Holdings Ltd
VIK
Shares Held
23K
Value
$1.44M
Advanced Micro Devices, Inc.
AMD
Shares Held
23K
Value
$3.74M
VerifyMe, Inc.
VRME
Shares Held
23K
Value
$20.43K
Merck & Co., Inc.
MRK
Shares Held
23K
Value
$1.91M
D.R. Horton, Inc.
DHI
Shares Held
22K
Value
$3.74M
CSX Corporation
CSX
Shares Held
22K
Value
$768.79K
The Boeing Company
BA
Shares Held
22K
Value
$4.65M
Bank of America Corporation
BAC
Shares Held
21K
Value
$1.08M
Lam Research Corporation
LRCX
Shares Held
20K
Value
$2.73M
The Home Depot, Inc.
HD
Shares Held
19K
Value
$7.70M
Johnson & Johnson
JNJ
Shares Held
19K
Value
$3.48M
UnitedHealth Group Incorporated
UNH
Shares Held
16K
Value
$5.62M
Uber Technologies, Inc.
UBER
Shares Held
16K
Value
$1.54M