Position in OWLS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,328,234
+$833,327 QoQ
Shares Held
221,742
+199.3% QoQ
Ownership
0.251%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 5 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OWLS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MORGAN STANLEY holds $75,942,689,309 across 150 Software - Infrastructure names. OWLS ranks #96 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,881,288 | $46,227,306,365 | |
| 2 | PANW |
Palo Alto Networks Inc
|
32,318,958 | $5,181,375,336 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
32,202,689 | $4,710,609,338 | |
| 4 | ORCL |
Oracle Corp
|
29,132,672 | $4,285,707,368 | |
| 5 | NET |
Cloudflare, Inc.
|
15,883,321 | $3,277,364,446 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
6,557,957 | $2,560,291,982 | |
| 7 | SNPS |
Synopsys Inc
|
3,915,831 | $1,552,548,666 | |
| 8 | XYZ |
Block, Inc.
|
15,880,557 | $955,691,913 |
All Filings in OWLS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,328,234 | 221,742 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $494,907 | 74,088 | Shares | Defined | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||