Position in PAGS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,734,271
-$3,102,442 QoQ
Shares Held
2,291,080
-3.7% QoQ
Ownership
0.831%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 248 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in PAGS 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. PAGS ranks #63 (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 PAGS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,734,271 | 2,291,080 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $23,836,713 | 2,378,914 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $34,145,897 | 3,542,106 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $34,941,320 | 3,494,132 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $30,752,734 | 3,190,118 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $24,152,668 | 3,165,488 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $20,435,854 | 3,264,514 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $36,225,384 | 4,207,362 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $58,045,627 | 4,965,409 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $46,617,627 | 3,264,540 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $39,708,057 | 3,184,287 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $24,762,442 | 2,876,010 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $24,828,548 | 2,630,143 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $32,532,438 | 3,796,084 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,905,757 | 2,048,714 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $59,950,591 | 4,531,413 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,583,436 | 2,986,664 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $56,554,392 | 2,820,668 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $72,297,085 | 2,757,326 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $153,191,947 | 2,961,948 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $220,465,101 | 3,942,509 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $197,840,175 | 4,273,006 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $297,793,700 | 5,235,473 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $161,924,551 | 4,293,942 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $149,581,353 | 4,232,636 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $51,447,662 | 2,661,545 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||