Position in CALX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,588,591
-$15,302,720 QoQ
Shares Held
524,882
-26.3% QoQ
Ownership
0.834%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 287 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CALX 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. CALX ranks #64 (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 CALX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,588,591 | 524,882 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $34,891,311 | 712,213 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $32,968,769 | 622,875 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $34,482,694 | 561,882 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $45,084,691 | 847,616 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $39,124,869 | 1,103,975 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $34,545,112 | 990,683 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $39,835,813 | 1,026,961 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $31,324,367 | 884,120 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $28,031,537 | 845,342 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $21,733,192 | 497,441 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $12,979,775 | 283,154 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $13,039,083 | 261,252 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,702,981 | 311,681 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $49,944,043 | 729,856 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $41,436,041 | 677,724 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,709,240 | 665,180 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $24,990,137 | 582,385 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $11,487,607 | 143,649 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,530,356 | 91,652 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,690,801 | 140,859 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $747,614 | 21,570 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,444,336 | 82,135 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $221,360 | 12,450 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $369,385 | 24,791 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $171,328 | 24,199 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||