Position in ACIW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$105,775,704
+$27,321,405 QoQ
Shares Held
2,103,315
+9.9% QoQ
Ownership
2.08%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in ACIW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,764 across 153 Software - Infrastructure names. ACIW ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,674,661 | $47,625,202,034 | |
| 2 | PANW |
Palo Alto Networks Inc
|
29,450,112 | $10,043,077,185 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,978,188 | $4,956,248,589 | |
| 4 | ORCL |
Oracle Corp
|
30,551,196 | $4,477,277,765 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,021,287 | $3,969,263,546 | |
| 6 | NET |
Cloudflare, Inc.
|
15,258,327 | $3,742,562,438 | |
| 7 | SNPS |
Synopsys Inc
|
3,768,607 | $1,681,062,510 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,561,672 | $1,315,244,043 |
All Filings in ACIW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,775,704 | 2,103,315 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $78,454,299 | 1,913,053 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $104,628,114 | 2,188,415 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $108,942,974 | 2,064,487 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $110,391,874 | 2,404,528 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $121,145,877 | 2,214,328 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $120,228,431 | 2,316,094 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $123,712,953 | 2,430,510 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $82,816,849 | 2,091,863 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $104,544,012 | 3,147,968 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $97,952,277 | 3,201,055 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $50,538,297 | 2,240,173 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $54,224,816 | 2,340,303 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $60,841,836 | 2,255,072 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $51,669,017 | 2,246,479 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $25,312,967 | 1,211,147 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,988,072 | 1,196,913 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $8,499,622 | 269,915 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $17,053,244 | 491,448 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,738,518 | 251,823 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,363,833 | 494,449 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $9,493,967 | 249,513 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,064,238 | 183,821 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,463,983 | 56,027 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,106,357 | 115,093 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,819,005 | 447,992 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||