Position in AI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$45,684,843
-$2,525,512 QoQ
Shares Held
5,025,836
-12.2% QoQ
Ownership
3.23%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 316 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AI 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. AI ranks #45 (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 AI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,684,843 | 5,025,836 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||