Position in ALLT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,553,092
+$769,481 QoQ
Shares Held
514,474
-9.4% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 83 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in ALLT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,959,198,716 across 153 Software - Infrastructure names. ALLT ranks #86 (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 ALLT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,553,092 | 514,474 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,783,611 | 568,110 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,936,216 | 603,888 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $4,321,134 | 408,425 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,078,109 | 360,013 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,064,317 | 361,527 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $510,396 | 85,781 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $16,693 | 5,621 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,000 | 1,725 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,524 | 1,560 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,225 | 2,561 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $13,370 | 6,134 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $23,499 | 7,437 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,350 | 7,937 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $144,984 | 42,147 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $350,431 | 89,396 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $384,553 | 78,641 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,324,098 | 163,469 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $2,717,276 | 228,727 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,767,714 | 388,137 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,518,311 | 429,567 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,372,172 | 85,922 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $587,151 | 55,813 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $210,774 | 23,162 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $31,985 | 3,055 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $92,628 | 9,802 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||