Position in AIOT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,215,075
-$1,910,829 QoQ
Shares Held
839,446
-49.6% QoQ
Ownership
0.625%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 180 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AIOT 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. AIOT ranks #90 (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 AIOT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,215,075 | 839,446 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,125,904 | 1,664,256 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,383,300 | 823,929 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,493,232 | 666,648 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $5,582,424 | 1,295,227 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $4,433,973 | 807,646 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,127,207 | 469,551 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,985,385 | 397,077 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,464,171 | 320,388 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $239,150 | 44,785 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $19,599 | 5,731 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $11,449 | 5,531 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $21,423 | 7,141 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $25,178 | 7,341 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,748 | 7,342 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $29,847 | 9,691 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,812 | 10,052 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $30,551 | 10,287 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $69,496 | 14,662 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $87,440 | 13,051 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $141,493 | 19,652 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $98,565 | 11,991 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $422,453 | 56,858 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $69,502 | 12,345 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $40,263 | 8,715 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,188 | 6,124 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||