Position in NN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,825,014
+$1,861,059 QoQ
Shares Held
438,868
+17.9% QoQ
Ownership
0.260%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 225 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in NN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,735 across 153 Software - Infrastructure names. NN ranks #82 (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 NN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,825,014 | 438,868 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,963,955 | 372,282 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,171,923 | 370,909 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $8,440,930 | 590,275 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $8,164,829 | 537,160 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $8,079,706 | 663,904 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,805,671 | 501,650 | Shares | Defined | 2025-05-15 | |
| 2024-06-30 | $3,051,147 | 376,221 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,966,463 | 298,855 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,753,764 | 394,105 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,245,218 | 242,261 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $805,151 | 273,862 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $420,947 | 207,365 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $614,292 | 209,657 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $551,301 | 204,946 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $48,766 | 5,567 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||