Position in CCSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,693,723
+$3,134,223 QoQ
Shares Held
254,095
-8.0% QoQ
Ownership
1.39%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 166 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CCSI 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. CCSI ranks #79 (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 CCSI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,693,723 | 254,095 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,559,500 | 276,306 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,397,731 | 201,546 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $5,145,914 | 175,210 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,458,401 | 106,609 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,601,127 | 69,373 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,051,021 | 127,872 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,366,731 | 185,424 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,108,369 | 239,137 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,238,457 | 330,294 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $8,925,680 | 340,545 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $8,170,352 | 324,478 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $11,516,221 | 371,491 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,604,754 | 252,413 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,905,030 | 240,049 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,695,727 | 247,267 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,562,096 | 173,125 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,469,098 | 74,324 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,868,781 | 66,853 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||