Position in CGNT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,494,386
+$1,416,206 QoQ
Shares Held
284,099
+113.4% QoQ
Ownership
0.384%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 135 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CGNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,735 across 153 Software - Infrastructure names. CGNT ranks #91 (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 CGNT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,494,386 | 284,099 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,078,180 | 133,109 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,287,158 | 136,932 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,850,247 | 220,268 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,182,300 | 236,180 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,869,993 | 239,743 | Shares | Defined | 2025-05-15 | |
| 2024-03-31 | $1,424,157 | 172,208 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $687,151 | 106,867 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $335,186 | 69,686 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $456,686 | 74,990 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $244,640 | 72,166 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $522,185 | 167,906 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $777,773 | 192,519 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $5,141,934 | 328,139 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,171,151 | 154,314 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $762,047 | 27,402 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||