Position in LSAK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,521,579
-$588,145 QoQ
Shares Held
5,135,127
+0.1% QoQ
Ownership
5.98%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 43 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LSAK 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. LSAK ranks #56 (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 LSAK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,521,579 | 5,135,127 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $26,109,724 | 5,129,612 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,468,248 | 5,129,612 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $21,293,794 | 5,131,035 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $23,111,533 | 5,147,335 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $24,636,524 | 5,164,890 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $28,148,649 | 5,164,890 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $25,900,400 | 5,180,080 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $24,242,773 | 5,180,080 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $19,485,483 | 5,196,129 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $16,863,321 | 5,204,729 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $20,242,329 | 5,190,341 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $19,898,642 | 5,222,741 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,829,156 | 5,172,741 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $23,549,061 | 5,175,618 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,632,755 | 3,872,942 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,997,688 | 3,890,601 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $22,220,949 | 3,785,511 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $15,988,259 | 3,005,312 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,408,529 | 1,808,286 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,432,359 | 1,790,310 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $905,654 | 161,724 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,464,619 | 500,939 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $33,287 | 9,878 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,972 | 5,254 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $135,931 | 46,712 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||