Position in AEVA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,294,885
+$17,868,798 QoQ
Shares Held
1,020,017
+17.5% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 194 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in AEVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,774 across 153 Software - Infrastructure names. AEVA ranks #55 (0.0% 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 AEVA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,294,885 | 1,020,017 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,426,087 | 868,244 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,950,828 | 523,406 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,158,127 | 217,802 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $10,858,198 | 287,330 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,595,244 | 227,892 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $896,370 | 188,710 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $460,866 | 140,082 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $191,828 | 76,123 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $197,612 | 50,284 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $285,581 | 376,759 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $103,992 | 135,943 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $193,392 | 154,715 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $539,229 | 453,137 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $789,765 | 580,713 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $733,456 | 392,224 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $979,126 | 312,821 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $497,268 | 114,843 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $887,057 | 117,336 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $244,780 | 30,829 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $713,527 | 67,505 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $32,549 | 2,806 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||