Position in NTCT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,456,693
+$6,744,489 QoQ
Shares Held
676,388
-5.3% QoQ
Ownership
0.930%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 312 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in NTCT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,774 across 153 Software - Infrastructure names. NTCT ranks #54 (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 NTCT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,456,693 | 676,388 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,712,204 | 714,445 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,714,813 | 913,334 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $24,665,786 | 954,928 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $27,760,923 | 1,118,941 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $30,952,916 | 1,473,247 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $29,583,179 | 1,365,798 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $43,780,440 | 2,012,894 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $28,159,242 | 1,539,598 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $27,884,282 | 1,276,753 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $22,267,218 | 1,014,452 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $14,689,901 | 524,265 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $13,625,703 | 440,249 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,571,071 | 473,685 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,663,333 | 697,119 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $14,350,256 | 458,182 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,662,303 | 639,950 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,568,011 | 360,599 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $13,780,001 | 416,566 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,857,471 | 68,923 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,718,486 | 165,329 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,965,486 | 247,354 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,518,553 | 91,851 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $279,771 | 12,816 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $795,067 | 31,106 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,370,276 | 57,891 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||