Position in DAVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$236,239
-$310,837 QoQ
Shares Held
53,448
-38.3% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85.78618470288879.ToString("F0")%
Shared 0.ToString("F0")%
None 14.21381529711121.ToString("F0")%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MORGAN STANLEY holds $74,052,632,719 across 150 Software - Infrastructure names. DAVA ranks #116 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,881,288 | $46,227,306,365 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,318,958 | $5,181,375,336 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
32,202,689 | $4,710,609,338 | |
| 4 | ORCL |
Oracle Corp
|
29,132,672 | $4,285,707,368 | |
| 5 | NET |
Cloudflare, Inc.
|
15,883,321 | $3,277,364,446 | |
| 6 | SNPS |
Synopsys Inc
|
3,915,831 | $1,552,548,666 | |
| 7 | XYZ |
Block, Inc.
|
15,880,557 | $955,691,913 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,844,318 | $722,757,656 |
All Filings in DAVA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,239 | 53,448 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $547,076 | 86,563 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $751,330 | 82,564 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,192,122 | 143,089 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,718,701 | 190,605 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,481,581 | 209,760 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $22,387,109 | 876,551 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $21,362,098 | 730,578 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $9,306,294 | 244,645 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,519,518 | 45,209 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $7,747,466 | 135,091 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $12,085,505 | 233,356 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,536,436 | 82,412 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $16,959,743 | 221,696 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,275,296 | 177,047 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,706,319 | 177,935 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $13,625,065 | 102,421 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $20,384,143 | 121,392 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,452,465 | 47,497 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,818,242 | 77,776 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $12,528,952 | 147,939 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,180,054 | 249,903 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,731,261 | 74,921 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,084,430 | 22,452 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,993,015 | 113,567 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||