Position in AVPT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$96,085,490
+$20,308,550 QoQ
Shares Held
8,571,409
+7.6% QoQ
Ownership
4.05%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 252 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AVPT 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. AVPT ranks #33 (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 AVPT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,085,490 | 8,571,409 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $75,776,940 | 7,968,133 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $109,332,104 | 7,871,282 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $24,998,447 | 1,665,453 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $34,997,033 | 1,812,379 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $21,140,862 | 1,464,049 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,103,156 | 1,338,774 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $22,942,893 | 1,949,269 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $10,974,891 | 1,053,253 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,366,479 | 425,061 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,973,066 | 727,536 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,618,435 | 240,839 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,230,718 | 387,278 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,086,107 | 263,619 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $668,635 | 162,686 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $648,938 | 161,831 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $664,391 | 153,086 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $587,287 | 111,652 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $419,466 | 66,688 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $543,486 | 64,015 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||