Position in PSFE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$593,054
-$367,499 QoQ
Shares Held
79,392
-43.7% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 146 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in PSFE 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. PSFE ranks #101 (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 PSFE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,054 | 79,392 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $960,553 | 141,051 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,228,713 | 151,881 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,005,864 | 155,253 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,997,377 | 158,271 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,941,325 | 251,200 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,217,011 | 363,568 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $6,255,545 | 278,892 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,841,363 | 273,833 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,074,846 | 194,734 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $2,836,218 | 221,753 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,393,058 | 199,588 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,635,304 | 360,288 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,051,132 | 466,192 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,051,488 | 291,684 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,598,145 | 1,882,717 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,095,667 | 3,125,984 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,997,341 | 1,474,143 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,628,616 | 1,183,790 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,158,534 | 794,650 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,211,676 | 760,667 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,130,957 | 231,923 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||