Position in BB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$49,163,259
+$43,256,926 QoQ
Shares Held
3,886,424
+113.2% QoQ
Ownership
0.663%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in BB 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. BB ranks #43 (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 BB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,163,259 | 3,886,424 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,906,333 | 1,822,943 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,385,816 | 1,948,765 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $10,035,434 | 2,056,442 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $14,325,104 | 3,127,753 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $18,128,490 | 4,808,619 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $32,883,555 | 8,699,354 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $3,890,542 | 1,484,941 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $3,806,330 | 1,534,812 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,195,797 | 1,157,899 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,750,291 | 1,059,405 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,083,280 | 1,291,568 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,917,438 | 708,398 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,985,149 | 1,751,130 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,288,207 | 3,462,641 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,468,152 | 2,440,033 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,765,679 | 2,553,930 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $17,019,637 | 2,281,453 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $20,813,360 | 2,226,028 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $24,855,001 | 2,554,471 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $20,661,109 | 1,690,762 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $11,819,094 | 1,402,028 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,856,769 | 1,637,522 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,825,461 | 1,922,759 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,412,294 | 1,515,807 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,635,182 | 638,059 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||