Position in NTAP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$437,833,521
+$127,003,292 QoQ
Shares Held
2,829,113
-6.8% QoQ
Ownership
1.44%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#15
of 955 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in NTAP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,764 across 153 Software - Infrastructure names. NTAP ranks #13 (0.5% 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 NTAP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,833,521 | 2,829,113 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $310,830,229 | 3,035,748 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $303,712,030 | 2,850,418 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $224,168,816 | 2,552,013 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $280,553,628 | 2,416,899 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $285,384,794 | 2,310,621 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $397,469,583 | 3,085,944 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $267,670,447 | 2,549,971 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $231,743,451 | 2,628,669 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $167,311,674 | 2,204,951 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $169,112,540 | 2,213,515 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $125,976,109 | 1,973,001 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $138,398,114 | 2,304,331 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $126,873,334 | 2,051,307 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $123,170,766 | 1,887,964 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $67,970,360 | 818,920 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $100,096,430 | 1,088,123 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $171,143,412 | 1,906,678 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $160,994,837 | 1,967,671 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $69,357,114 | 954,412 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $36,103,181 | 545,036 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $25,882,212 | 590,379 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $43,927,715 | 990,032 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $35,468,557 | 850,769 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||