Position in AI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$48,210,355
-$16,823,886 QoQ
Shares Held
5,725,696
+18.7% QoQ
Ownership
3.68%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 95.92694058503979.ToString("F0")%
Shared 0.ToString("F0")%
None 4.073059414960207.ToString("F0")%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MORGAN STANLEY holds $74,052,632,714 across 149 Software - Infrastructure names. AI ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,881,288 | $46,227,306,365 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,318,958 | $5,181,375,336 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
32,202,689 | $4,710,609,338 | |
| 4 | ORCL |
Oracle Corp
|
29,132,672 | $4,285,707,368 | |
| 5 | NET |
Cloudflare, Inc.
|
15,883,321 | $3,277,364,446 | |
| 6 | SNPS |
Synopsys Inc
|
3,915,831 | $1,552,548,666 | |
| 7 | XYZ |
Block, Inc.
|
15,880,557 | $955,691,913 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,844,318 | $722,757,656 |
All Filings in AI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,210,355 | 5,725,696 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $65,034,241 | 4,824,499 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $82,064,961 | 4,732,697 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $45,088,969 | 1,835,123 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $28,102,084 | 1,335,016 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $55,762,687 | 1,619,596 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $34,580,349 | 1,427,171 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $67,388,959 | 2,326,967 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $35,351,711 | 1,305,937 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $99,925,466 | 3,480,511 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $104,952,526 | 4,112,560 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $47,786,938 | 1,311,747 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $35,374,684 | 1,053,759 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,779,658 | 784,599 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $12,002,775 | 960,222 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,095,064 | 717,145 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $19,789,244 | 871,773 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $35,226,372 | 1,127,244 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $71,263,733 | 1,537,845 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $55,863,237 | 893,383 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $78,835,082 | 1,196,102 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $32,843,927 | 236,713 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||