Position in BOX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,759,918
+$2,092,981 QoQ
Shares Held
1,648,829
-6.5% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in BOX 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. BOX ranks #47 (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 BOX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,759,918 | 1,648,829 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $41,666,937 | 1,762,561 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $54,029,239 | 1,806,394 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $56,301,657 | 1,744,706 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $66,495,089 | 1,946,008 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $69,511,251 | 2,252,471 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $79,764,211 | 2,524,184 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $91,031,879 | 2,781,298 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $86,857,298 | 3,285,072 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $90,748,999 | 3,204,414 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $67,692,064 | 2,643,189 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $61,792,002 | 2,552,334 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $69,238,283 | 2,356,647 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $64,151,918 | 2,394,622 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $77,840,934 | 2,500,512 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $57,805,636 | 2,370,055 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $59,919,750 | 2,383,443 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $66,808,064 | 2,298,970 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $67,421,960 | 2,574,340 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $70,268,036 | 2,968,654 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $66,819,685 | 2,615,252 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $48,562,303 | 2,115,083 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $53,345,906 | 2,955,452 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,672,932 | 672,404 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,129,991 | 632,466 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,783,315 | 269,467 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||