Position in PGY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,310,744
+$982,491 QoQ
Shares Held
951,534
-32.1% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 223 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in PGY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MORGAN STANLEY holds $86,959,198,716 across 153 Software - Infrastructure names. PGY ranks #68 (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 PGY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,310,744 | 948,534 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,328,253 | 1,401,567 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,718,957 | 1,326,266 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $33,594,350 | 1,131,504 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $36,990,091 | 1,734,995 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,365,600 | 607,405 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,300,654 | 1,108,790 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $14,926,264 | 1,412,135 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $9,893,719 | 775,370 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $7,322,579 | 725,008 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $4,961,249 | 3,595,109 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $3,040,224 | 1,924,193 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,453,909 | 1,038,507 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,050,791 | 1,030,189 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $61,883 | 49,906 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,403 | 7,405 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||