Position in PATH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$83,232,997
-$11,160,367 QoQ
Shares Held
7,657,130
-10.0% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 525 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,962,413,764 across 153 Software - Infrastructure names. PATH ranks #35 (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 PATH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,232,997 | 7,657,130 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $94,393,364 | 8,503,907 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $152,595,879 | 9,310,304 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $80,913,858 | 6,047,374 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $69,603,656 | 5,437,786 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $51,608,433 | 5,010,528 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $60,351,841 | 4,748,375 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $89,682,567 | 7,006,451 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $62,810,106 | 4,953,479 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $101,037,893 | 4,456,899 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $78,020,944 | 3,140,940 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $79,713,346 | 4,658,875 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $50,511,602 | 3,048,377 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $35,239,720 | 2,006,818 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $24,624,490 | 1,937,411 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $33,737,130 | 2,675,427 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,878,822 | 1,147,819 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $55,854,080 | 2,587,035 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $103,288,626 | 2,394,821 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $88,642,743 | 1,684,903 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $98,102,398 | 1,444,169 | Shares | Defined | 2021-08-23 | |
| No filing history on record for this holder in this stock. | ||||||