Position in CHKP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$139,231,285
-$23,481,429 QoQ
Shares Held
1,059,357
-7.0% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 633 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CHKP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,764 across 153 Software - Infrastructure names. CHKP ranks #27 (0.2% 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 CHKP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,231,285 | 1,059,357 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $162,712,714 | 1,139,046 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $156,223,144 | 841,901 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $173,429,059 | 838,186 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $207,187,565 | 936,441 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $172,186,714 | 755,470 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $134,714,124 | 721,554 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $134,060,207 | 695,297 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $116,202,405 | 704,257 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $118,589,228 | 723,061 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $97,581,925 | 638,667 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $98,832,579 | 741,541 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $88,772,884 | 706,678 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $79,942,850 | 614,945 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $81,344,177 | 644,770 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $63,733,103 | 568,944 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $63,510,822 | 521,521 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $35,809,890 | 259,004 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $31,365,593 | 269,094 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,461,385 | 260,628 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $75,158,403 | 647,192 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $14,624,399 | 130,610 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $17,051,953 | 128,297 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $13,378,194 | 111,170 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $11,807,629 | 109,910 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $15,381,712 | 152,991 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||