Position in GCT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,583,157
+$873,325 QoQ
Shares Held
493,138
+52.1% QoQ
Ownership
0.690%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 220 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in GCT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,959,198,716 across 153 Software - Infrastructure names. GCT ranks #72 (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 GCT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,583,157 | 493,138 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||