Position in GCT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,709,832
-$1,985,932 QoQ
Shares Held
324,148
-23.7% QoQ
Ownership
0.881%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in GCT 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. GCT ranks #69 (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 GCT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,709,832 | 324,148 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,695,764 | 425,045 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $9,431,949 | 332,111 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $6,956,127 | 351,675 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $7,298,898 | 514,007 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $16,484,464 | 890,090 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $21,075,850 | 917,139 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $21,364,816 | 702,328 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,742,585 | 177,492 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $516,742 | 28,245 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $22,685 | 2,575 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $15,548 | 2,300 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,820 | 3,781 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $25,195 | 4,428 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||