Position in P
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$140,547,076
-$24,065,730 QoQ
Shares Held
2,380,540
-3.1% QoQ
Ownership
0.716%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026MORGAN STANLEY holds $10,958,593,742 across 35 Computer Hardware names. P ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
18,505,177 | $2,272,065,623 | |
| 2 | WDC |
Western Digital Corp
|
7,939,106 | $2,147,448,770 | |
| 3 | STX |
Seagate Technology Holdings plc
|
4,759,312 | $1,864,508,059 | |
| 4 | SNDK |
Sandisk Corp
|
2,839,492 | $1,804,042,841 | |
| 5 | DELL |
Dell Technologies Inc.
|
6,647,871 | $1,091,115,060 | |
| 6 | IONQ |
IonQ, Inc.
|
21,159,892 | $610,039,682 | |
| 7 | LOGI |
Logitech International S.A.
|
4,049,216 | $368,964,558 | |
| 8 | HPQ |
Hp Inc
|
18,195,194 | $349,529,667 |
All Filings in P
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,547,076 | 2,380,540 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $164,612,806 | 2,456,541 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $225,548,125 | 2,691,184 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $197,641,153 | 3,432,462 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $226,230,717 | 5,110,249 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $213,766,565 | 3,479,840 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $195,397,824 | 3,889,288 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $232,699,280 | 3,624,035 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $213,528,695 | 4,107,111 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $162,055,758 | 4,544,469 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $153,053,541 | 4,296,843 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $153,035,034 | 4,156,302 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $102,299,662 | 4,010,179 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $203,269,060 | 7,596,004 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $128,385,495 | 4,690,738 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $90,756,115 | 3,529,993 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $107,412,557 | 3,041,987 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $103,815,910 | 3,189,429 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $84,083,636 | 3,341,957 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $54,569,980 | 2,794,162 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $54,380,806 | 2,524,643 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $51,085,236 | 2,259,409 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $27,217,952 | 1,768,548 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $48,111,630 | 2,776,205 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $26,372,194 | 2,144,081 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||