Position in NTNX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$104,139,862
+$29,901,589 QoQ
Shares Held
2,043,561
+4.6% QoQ
Ownership
0.756%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 559 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in NTNX 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. NTNX ranks #32 (0.1% 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 NTNX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,139,862 | 2,043,561 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $74,238,273 | 1,953,125 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $97,527,134 | 1,886,770 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $236,317,383 | 3,176,736 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $217,902,762 | 2,850,638 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $181,633,396 | 2,601,825 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $124,997,830 | 2,043,116 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $99,474,879 | 1,678,901 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $101,448,478 | 1,784,494 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $161,233,741 | 2,612,342 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $134,425,227 | 2,818,730 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $49,640,092 | 1,423,168 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $28,633,660 | 1,020,808 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,789,932 | 607,539 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $31,596,042 | 1,212,900 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,698,270 | 561,607 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,931,156 | 815,527 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $29,532,250 | 1,101,128 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $22,310,248 | 700,259 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $30,074,946 | 797,744 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $47,766,820 | 1,249,786 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $27,610,523 | 1,039,553 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $29,363,709 | 921,359 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $18,812,897 | 848,192 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $17,824,166 | 751,916 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,619,036 | 672,091 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||