Position in BLZE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,469,465
+$5,921,183 QoQ
Shares Held
407,911
+156.7% QoQ
Ownership
0.659%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 169 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BLZE Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,959,198,689 across 152 Software - Infrastructure names. BLZE ranks #83 (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 BLZE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,469,465 | 407,911 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $548,282 | 158,923 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,053,412 | 440,647 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $4,767,411 | 513,730 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,866,803 | 339,419 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,901,018 | 393,586 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,177,787 | 195,646 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,352,351 | 211,636 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,907,078 | 309,591 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,343,774 | 326,860 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $368,319 | 48,527 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $148,175 | 26,941 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $44,585 | 10,297 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $65,619 | 12,994 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $82,127 | 13,354 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $29,193 | 5,874 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,797,583 | 534,911 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $86,159 | 8,075 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $164,845 | 9,760 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||